The checkup processFrom scattered to a clear picture.
Five steps to total financial clarity.
No spreadsheets. No financial expertise required. FinancialCheckup handles the heavy lifting and tells you exactly what to do next.
01
📋
No bank loginEnter your financial snapshot
No bank login. Just tell us your income, expenses, debts, and savings. Takes under 2 minutes.
02
🔍
6 dimensionsAI runs your full diagnostic
We evaluate 6 financial health dimensions: budget, debt, savings, investments, insurance, and retirement.
03
📊
Instant scoreGet your personalized score
A single 0–100 score with breakdowns per category. See exactly what's dragging you down.
04
🎯
Personalized planReceive your action plan
Prioritized, step-by-step recommendations for your specific situation — not generic advice.
05
📈
Monthly trackingMonitor your progress over time
Re-run your checkup monthly and watch your score climb as you take action.
🏦
Budget gap analysis
Pinpoints exactly where your money is slipping each month
📉
Debt payoff planner
Avalanche vs snowball with timeline & total interest saved
🛡️
Insurance gap scanner
Life, disability, and liability gaps flagged with cost estimates
📊
Investment health check
Diversification score, fee drag, and allocation targets
🕐
Retirement trajectory
On-track score with catch-up strategy if you're behind
📱
Monthly re-checkup
Track your score over time as you implement the action plan
< 2 min
Full diagnostic
From zero to scored
6
Dimensions scored
Budget to retirement
Free
To get started
No bank login needed
100
Point scale
With clear letter grades
📬FREE MONEY TIPS
Get weekly financial clarity in your inbox
Budgeting hacks, debt payoff strategies, and market insights — without the jargon. No spam, ever.
Pricing
Transparent. Fair. No gotchas.
Start free. Upgrade to unlock full action plans, score history, and monthly tracking.
Free
Run a full checkup today
$0forever
- ✓ Full 6-dimension diagnostic
- ✓ One-time financial score
- ✓ Top 3 recommendations
- ✓ No account required
Most Popular
Monthly
Unlimited access, cancel anytime
$10/month
- ✓ Unlimited monthly checkups
- ✓ Full action plan (all priorities)
- ✓ Score history & trend tracking
- ✓ Budget & debt simulators
- ✓ Investment portfolio deep-dive
Save $20
Annual
Save $20 vs monthly billing
$100/year
- ✓ Everything in Monthly
- ✓ 2 months free vs monthly
- ✓ Priority email support
- ✓ Couples & family scoring
- ✓ Early access to new features
Advisor
For financial professionals
Contactus
- ✓ White-label client reports
- ✓ Bulk checkup credits
- ✓ API access
- ✓ Custom branding & domain
Annual plan billed as one payment of $100/year · Monthly plan billed as $10/month · Cancel anytime
FAQ