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Financial Wellness Snapshot

Quickly assess your financial health with our interactive questionnaire and gain valuable insights.

Interactive Questionnaire

Complete our simple questionnaire in 5-10 minutes to receive your financial wellbeing snapshot.

A SWOT analysis chart is displayed on a whiteboard, divided into four quadrants. Each section is labeled in Spanish: 'Debilidades' (weaknesses), 'Amenazas' (threats), 'Fortalezas' (strengths), and 'Oportunidades' (opportunities). The central circle contains the letters D, A, F, and O corresponding to the initials of these words. The text is colored in red, green, and blue.
A SWOT analysis chart is displayed on a whiteboard, divided into four quadrants. Each section is labeled in Spanish: 'Debilidades' (weaknesses), 'Amenazas' (threats), 'Fortalezas' (strengths), and 'Oportunidades' (opportunities). The central circle contains the letters D, A, F, and O corresponding to the initials of these words. The text is colored in red, green, and blue.
Key Financial Metrics

Discover twelve essential metrics that provide a clear picture of your financial wellness and peace of mind.

A professional consultation setting with a medical professional sitting at a desk facing a client. The room has a modern aesthetic with white walls decorated with framed certificates. The desk is organized with office supplies, a laptop, and a fruit bowl in the center.
A professional consultation setting with a medical professional sitting at a desk facing a client. The room has a modern aesthetic with white walls decorated with framed certificates. The desk is organized with office supplies, a laptop, and a fruit bowl in the center.
woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

Directional Financial Wellness provided me a clear snapshot of my financial health in minutes. Highly recommend!

John Doe

A cluttered workspace featuring a laptop, various bills, a list of subscriptions, credit cards, and a marker. The papers include invoices from different utility companies and entertainment services, with one paper having handwritten notes detailing subscription plans and prices.
A cluttered workspace featuring a laptop, various bills, a list of subscriptions, credit cards, and a marker. The papers include invoices from different utility companies and entertainment services, with one paper having handwritten notes detailing subscription plans and prices.

The interactive questionnaire was quick and insightful, helping me understand my financial wellbeing effortlessly.

Jane Smith

A light blue spiral-bound planner with the words 'Life Planner' embossed in gold sits on a wooden table. To the right is part of a white computer keyboard, and a leafy green plant is partially visible on the left.
A light blue spiral-bound planner with the words 'Life Planner' embossed in gold sits on a wooden table. To the right is part of a white computer keyboard, and a leafy green plant is partially visible on the left.
★★★★★
★★★★★

Get in Touch with Us

Reach out for your financial wellness assessment today!

An open planner is laid out on a table, featuring a page with the text 'You got this'. Beside it, there is a notebook with a magazine partially visible, showing a person in a white garment. Two pens are placed on top of the magazine, and a binder clip is attached to the notebook.
An open planner is laid out on a table, featuring a page with the text 'You got this'. Beside it, there is a notebook with a magazine partially visible, showing a person in a white garment. Two pens are placed on top of the magazine, and a binder clip is attached to the notebook.
Insights

Quickly assess your financial wellness in minutes.

Contact us at

Engagement

info@directionalfinancialwellness.com

(415) 730-2000

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