See where your finances stand, in minutes.
Answer a few questions and get your Financial Health Score and Stress Index, a clear snapshot of your income, spending, savings, and debt. No account needed. You will also see where you sit on the roadmap, so your next step is clear.
A gauge, not a grade
The assessment is a starting point. It shows where you are today and points to the next step, without judgment.
How it works
Four steps to a clearer financial path.
Take the free assessment
Answer a few questions to see your Financial Health Score and where you stand today.
See where you stand
Get a clear read on your money across the pillars, with cash flow at the center.
Choose your path
Work one on one with a coach, or go at your own pace with a self-paced membership.
Make progress
Move milestone by milestone, and watch your standing improve over time.
Coach-led, or at your own pace.
Pick the path that fits you. Either way, you can start with the free assessment today.
Work with a coach
Go at your own pace
Guidance, not guesswork.
Built around your real numbers.
Our coaching starts with your cash flow and builds from there, one step at a time. It is education and accountability that meets you where you are, with no judgment.
An honest note
The May Financial Group provides financial education, financial coaching, and accountability. Our coaching is not investment advice, legal advice, tax advice, or fiduciary financial planning. Your assessment results and roadmap are educational and based on the information you provide. Please consult appropriately licensed professionals for investment, legal, tax, insurance, mortgage, or other regulated matters.