Financial Snapshot

Stop avoiding your finances and find out exactly where you stand - in one sitting.

If you've been avoiding your bank accounts because you're afraid of what you'll find, you're not alone. Unfortunately though, you can't make a plan around information you don't have. The Financial Snapshot walks you through your net worth, income, spending, debt, and monthly cash flow so you can stop guessing and finally see the complete picture.

You'll get:

✓ A complete financial snapshot worksheet

✓ Net worth calculation

✓ Monthly cash flow calculation

✓ Income & debt tracking

✓ A 3-month spending analysis

✓ Automatic monthly spending averages

✓ Reflection prompts to help you process what you discover

✓ Guidance for deciding what to do next

You don't need to be a spreadsheet person or have your finances figured out. You just need a couple of hours, access to your accounts, and a willingness to look.

$7



You'll receive a PDF with a link to make a copy of your Google Sheets and instructions so you can work through it at your own pace.