Free Assessment

The Financial Strength Assessment

Answer a few honest questions about your income, savings, debt, and protection. In a few minutes, see where you stand.

Before you begin

This assessment looks at ten areas of your financial life: income, goals, cash reserves, debt, home equity, other assets, expenses, savings, and insurance. For each area, you'll get a simple result:

  • Healthy: you're in a strong position here
  • At Risk: worth a closer look
  • Needs Attention: an area to prioritize

Estimates are fine. Use your best round numbers. There's no wrong answer, and nothing is saved unless you choose to share it with us at the end.

Almost done

Where should I send this score to?

Your results are ready. Tell us where to send them so you have a record to come back to.
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How this is calculated

Ratios that measure ongoing cash flow (emergency reserves, debt payments, expenses, savings rate, disability coverage) are compared against your total monthly income (earned + passive). Ratios that measure long-term position (net worth relative to income, life insurance coverage) are compared against your annual earned income, in line with common financial-planning benchmarks. Loan-to-value and debt-to-asset checks compare debt directly to the value of what it's attached to.

Want to talk through your results?

A GreenRock advisor can walk through each area with you and build a plan around what matters most.