Free Financial Check-Up | The Abundant Life Group

Your monthly budget

Ballpark numbers are fine. Tap a group to open it.

Monthly take-home income$0

Your take-home pay

Partner's take-home pay

Side income or business

Social Security or pension

Other income

Fixed bills$0

Rent or mortgage

Car payment

Car insurance

Utilities (electric, gas, water)

Phone and internet

Health insurance

Life insurance

Childcare or tuition

Care for a parent or loved one

Minimum debt payments

Flexible spending$0

Groceries

Gas and transportation

Dining out

Personal care

Clothing

Subscriptions

Giving and tithes

Fun and entertainment

Other

Saving and investing$0

Emergency savings

Retirement (401(k), 403(b), IRA)

Tax-free savings

Children's future

Other savings

Money left each month$0

Your net worth

What you own minus what you owe. Your retirement and savings accounts here also fill in your 3 Buckets.

What you own$0

Checking

Savings and money market

Home value

Other property or rentals

Cars

401(k), 403(b), TSP

Traditional IRA

Roth IRA

Brokerage or stock account

Life insurance cash value

Business value

Other

What you owe$0

Mortgage

Home equity loan

Car loans

Student loans

Credit cards

Medical bills

Personal loans

Other

Your net worth$0

Care readiness

Are you ready if you, or a parent, ever needed long-term care?

Monthly cost of care in your area

Months of care to plan for

Long-term care benefits you already have (total)

Savings you would be willing to use for care

$8,500 a month and 36 months are planning estimates. Change them if you have a local quote.

Documents and decisions

Will or living trust

Yes No Not sure

Financial power of attorney

Yes No Not sure

Healthcare power of attorney (healthcare proxy)

Yes No Not sure

Advance directive or living will

Yes No Not sure

Beneficiaries reviewed in the last 3 years

Yes No Not sure

Life insurance with living benefits

Yes No Not sure

A long-term care plan in place

Yes No Not sure

Family knows where important papers are

Yes No Not sure

Family has talked about care wishes

Yes No Not sure

Your results

Your financial snapshot in one place.

Money left each month$0

Share of income going to savings–A common goal is 15% or more.

Net worth$0Check again in 6 months.

Emergency fund–Months of expenses your cash would cover. Aim for 3 to 6.

Your 3 Buckets

Taxed now

Taxed later

Tax-free

Care readiness

Estimated cost of care$0

Your care gap$0

Planning documents in place0 of 9

What your numbers are telling you

Want a nurse and Wealth Strategist to walk through this with you?

Book a free Wealth Gap Analysis and we’ll review your numbers together, clinically and financially.

Book a Wealth Gap Analysis

The Abundant Life Financial Check-Up

Your monthly budget

Your net worth

Care readiness

Documents and decisions

Your results

Your 3 Buckets

Care readiness

What your numbers are telling you

Want a nurse and Wealth Strategist to walk through this with you?