Financial Health Checker

Income Details

What is your monthly income after taxes?

What are your average monthly expenses for housing (rent/mortgage, utilities)?

What are your average monthly expenses for groceries and transportation?

What are your average monthly discretionary expenses (entertainment, dining out, etc.)?

What is your total debt amount?

What is your monthly debt repayment amount?

How much do you have in savings and investments?

What is your primary financial goal?

How much do you need to hit this financial goal?

How soon (in how many years) do you want to achieve this goal?