Financial Clarity Assessment

Your Financial Clarity Assessment

Discover where you are in your financial journey and get your personalized roadmap to calm, confident money management

Question 1 of 8

What's your current annual revenue?

This helps us understand where you are in your business journey

$0 - $50,000

Just starting or building momentum

$50,000 - $100,000

Growing steadily, need more structure

$100,000 - $200,000

Established but feeling stretched

$200,000+

Ready to scale and delegate

How consistent is your monthly income?

Understanding your cash flow patterns

Very Inconsistent

Feast or famine - some months are great, others are scary

Somewhat Inconsistent

Generally okay but unpredictable

Mostly Consistent

Usually predictable within a range

Very Consistent

I can predict my income reliably

What are your biggest financial pain points?

Select all that apply - be honest, there's no judgment here

I avoid my bookkeeping and feel behind

I struggle with pricing my services confidently

Cash flow stress - never sure if I can pay myself

Taxes terrify me - I don't know what I owe

Working hard but not seeing profit

Making financial decisions feels overwhelming

No systems - everything feels chaotic

Which statement feels most true for you right now?

Your relationship with money in your business

Avoiding

I avoid looking at my numbers - it creates anxiety

Reactive

I only deal with money when I have to

Aware but Uncertain

I check my numbers but don't know what to do with them

Proactive

I'm engaged but need better systems and support

How much time do you spend on financial tasks monthly?

Bookkeeping, invoicing, expense tracking, etc.

0-2 hours

I'm barely keeping up (or avoiding it)

2-5 hours

Spending some time but it's reactive

5-10 hours

Taking up too much of my time

10+ hours

This is draining my energy and focus

What's your biggest goal for the next 6-12 months?

What would make the biggest difference?

Build a Foundation

Get my books in order and create basic systems

Gain Clarity

Understand my numbers and make confident decisions

Increase Profit

Actually see and keep more money from my work

Scale Sustainably

Grow without burning out or losing control

How ready are you to invest in financial support?

Both time and money

Just Exploring

Gathering information, not ready to commit

Seriously Considering

Need to see if it's the right fit first

Ready Soon

Within the next 1-3 months

Ready Now

I need help and I'm ready to commit

🎯 Get Your Personalized Financial Clarity Roadmap

We'll instantly show you your customized 90-day action plan based on your answers

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Your Top 3 Priority Areas

Your 90-Day Financial Clarity Roadmap

📧 Check your inbox! We've sent your complete roadmap to so you can reference it anytime.

Ready to Make This Happen?

The Journey program gives you the tools, guidance, and community support to implement this roadmap with confidence and ease. You don't have to figure this out alone.

Learn About Journey