How financially healthy are you?

When it comes to handling their finances, most people face the same issue: inertia

  • Balancing career and family is hard enough. Life’s gotten complicated!

  • You may not have the time or expertise to make informed decisions.

  • You’re unsure where to start or where your blind spots are.

So you do what most people (understandably) do: ignore it

Take the first step toward financial health with a free assessment

At Oakleigh, we use a tool called Elements, an easy-to-use mobile app that helps you measure and monitor how financially healthy you are. Just like a physician measures your vital signs, we use the Elements scorecard to gauge how well you’re doing in each area of your financial life. From there we can help you decide where to focus your efforts and how to better align your time, money, and energy with what really matters to you.

The Elements scorecard uses specific indicators to help you answer these key questions:

Curious about what our Free Financial Assessment looks like?

Sample Financial Assessment
Financial Assessment for a Couple In their Mid-30s
Colin Page, CFP®
Financial Assessment for a Couple In their Mid-30s
Colin Page, CFP®

Ever wondered what a financial assessment looks like? Here’s an example assessment of a married couple in their mid-30s with two young children. Mike is an architect working for a larger firm making $95k per year and his wife Mary just received a raise at the consulting firm she works for, and is now making $260k per year after finishing an executive MBA program. They have two children in daycare, but they feel like they should be able to do more with the good money they’re making now, but life just continues to get more complicated.

Read More →
Colin Page, CFP®

Get started with our easy-to-use mobile app to create your own scorecard, and we’ll follow up with a free assessment by email.