Family Asset Health Check

A 5-minute checkup for your home, mortgage, protection and future. No products, no sales — just clarity.

Basic Info (optional)

Name (optional)

Email (optional, for sending your summary)

State (optional)

Housing & Mortgage

What best describes your current housing situation? *

I own and live in my home I’m planning to buy a home I own rental / investment property I rent

How do your current “home + mortgage” payments feel relative to your household income?

Very comfortable Manageable Somewhat stressful Very stressful No mortgage

How would you describe your current mortgage rate?

Very low Reasonable Higher than I’d like Very high Not sure

Income & Cash Flow

How is your household income structured?

Mainly one primary income Two stable incomes Multiple income sources Variable / unpredictable income

If your primary income stopped for a few months, how would your household be affected?

No major impact Some pressure, but manageable Significant stress Serious financial trouble I’m not sure

Protection & Future

How confident are you about your life insurance coverage for your household’s main income?

Very confident Somewhat confident Not confident I don’t have life insurance Not sure

Which best describes your long-term savings / retirement preparation?

Well prepared Some preparation Minimal preparation Not started yet Not sure

How would you describe your emergency savings?

Fully sufficient Partially sufficient Very limited None Not sure

Priority & Consent

What would you most like help with right now? *

Home purchase or upgrade decisions Mortgage structure or payment pressure Family protection and risk coverage Long-term savings and retirement I’m not sure — I want a full review

I would like a licensed professional to review my results and contact me about possible next steps.

We will not sell your information. This assessment is for educational purposes and does not constitute financial, tax, or legal advice.