Family Financial Health Check

Tu Chequeo Financiero Familiar

Una herramienta de reflexión — no una evaluación que te juzga. Sin puntajes. Solo claridad.

Bilingual (ES/EN) No signup Data not stored Takes 10 minutes

Prefer to talk it through with a strategist?

30 minutos por WhatsApp pueden ahorrarte semanas. Sin costo, sin presión.

One-on-One Coaching via WhatsApp

Overall progress

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Area 1

Protect your family

Basic coverage for life's unexpected events.

By area 0/5

We have an emergency fund of at least 1 month of expenses. We have health coverage for everyone in the family. The primary earner(s) have some form of life insurance. We have auto and/or home coverage appropriate for our situation. We know what would happen with our income if someone couldn't work due to illness or injury.

Explora más: Entender tus opciones de protección puede traer tranquilidad a tu familia.

Protection Pillar →

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Area 2

Prepare your foundation

Budgeting, financial organization, and important documents.

By area 0/5

We have a monthly family budget and review it at least every few months. We know our total debt and have a clear plan to manage it. We have at least 3 months of essential expenses in an accessible emergency fund. Our beneficiaries are up to date on all policies and accounts. We have important documents organized and a trusted person knows where to find them.

Explora más: Un presupuesto claro y una base organizada son los cimientos del bienestar financiero.

Budgeting Pillar →

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Area 3

Build wealth

Growth through retirement, investing, and debt reduction.

By area 0/5

We contribute to some retirement account (401(k), IRA, Roth IRA, or other). If our employer offers a 401(k) match, we capture at least the full match. We have a clear plan to reduce high-interest debt (cards, personal loans). We know our current net worth (assets minus debts). We have specific 1-, 5-, and 10-year financial goals written down somewhere.

Explora más: Construir patrimonio consistentemente es uno de los caminos más fuertes hacia la libertad financiera.

Retirement Pillar →

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Area 4

Educate the next generation

Financial support for your children's education (if applicable).

By area 0/5

We've discussed as a family what kind of education we want to support (trade, college, etc.). We're saving for our children's education in some dedicated account. Conocemos las diferencias generales entre 529, Coverdell ESA, y UTMA/UGMA. (If this area doesn't apply to your family, skip it without worry.) We know what state tax benefits for education our state offers, if any. We're aware of available financial aid and scholarship options.

Explora más: Empezar temprano con cualquier cantidad puede tener un impacto importante a lo largo de los años.

Education Pillar →

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Area 5

Build your legacy

Estate planning and long-term considerations.

By area 0/5

We have a simple updated will or are working on one. If we have minor children, we've designated a legal guardian. We have power of attorney for financial and health matters, if relevant to our stage. We've thought about or discussed final expense planning. We have open family conversations about money and financial education with our children.

Explora más: Planear con anticipación es uno de los regalos más cariñosos que puedes dejar a tu familia.

Legacy Pillar →

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Una mirada familiar de tu situación

No es un score. Es una mirada a tu situación familiar — cada uno avanza a su ritmo.

Your financial health by area

Cada barra muestra cuántos elementos marcaste. No hay un objetivo de «100%» — solo claridad.

🛡️ Protect

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🧭 Prepare

0/5

📈 Build

0/5

🎓 Educate

0/5

🌳 Legacy

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A POSSIBLE NEXT STEP

Start the check above — as you check items, you'll see a personalized suggestion here for your next step.

Tu Chequeo Financiero Familiar

Prefer to talk it through with a strategist?

Construye tu ruta financiera personalizada en 2 minutos

Tu plan financiero debería ser tan único como tú.

What are your top financial priorities?

Which best describes you?

What is your age range?

How prepared are you for unexpected expenses?

Which best describes your credit?

What types of debt do you currently have?

What's your housing situation?

Do you have children under 18 at home?

Are you saving for your children's education?

Do you own a business?

Which best describes your business?

How much have you saved for retirement?

Which language do you prefer?

How would you like to learn?

Tu ruta financiera personalizada

5 áreas que exploraremos juntos

Protect

Prepare

Build

Educate

Legacy

Marca lo que ya tienes en marcha

Una mirada familiar de tu situación

Your financial health by area

A POSSIBLE NEXT STEP

¿Quieres una conversación personalizada sobre tu chequeo?