Free planning tool · All four journeys
The Financial Health Checkup.
Eight questions, about three minutes. The first four read your overall financial picture; the last four go deeper on the area that needs you first.
There are no wrong answers. The checkup works best when you answer for how things actually are, not how they should be.
How it works
A checkup that adapts as you answer.
Most quizzes ask everyone the same things. Here, your first four answers decide where the last four go, so the questions get more useful as you get closer to the end.
Four pillars, four signals
Profitability, cash flow, financial visibility, and planning: one honest question each, and a signal for every pillar in your results.
A deeper look where it counts
The pillar that needs you first gets four more questions: pricing and margins, cash timing and reserves, the books, or the plan.
Waypoints you can act on
You leave with specific next moves drawn from your own answers, plus the free Wayfinder tool that matches your focus area.
Navigator Insight
A checkup can point at the area that needs attention. Deciding what to do about it, in your business and with your constraints, is judgment work. That’s the conversation we have on a call.
What you leave with
A snapshot, a focus area, and next moves.
Every checkup ends the same way: a signal for each of the four pillars, a 0 to 12 reading on the area that needs you first, a short list of waypoints drawn from your own answers, and the free Wayfinder planning tool that matches your focus area. It is a signal about where to look first, not a diagnosis of your business.
Good to know
Questions owners ask
What is the Financial Health Checkup?
A free, adaptive eight-question assessment for business owners, taking about three minutes. The first four questions read your overall financial picture; the checkup then goes deeper on the area that needs your attention first and points you to a matched next step.
What are the four pillars it reads?
Profitability (whether the business reliably makes money), cash flow (whether cash arrives when you need it), financial visibility (whether you trust your numbers), and planning (whether decisions follow a forward view rather than the rearview mirror).
How long does it take, and is it free?
About three minutes, and yes — completely free. There are eight questions in total, answered one tap at a time.
What do I get at the end?
A reading of your focus area with a gauge score, signals for all four pillars, and the specific journey and free planning tool that match your situation. You'll enter your name and email just before the full results screen.
Are my answers private?
When you submit the contact step, your answers accompany your details so a follow-up conversation can start where the checkup left off, instead of from zero. Details are in our privacy policy.
What if I'm torn between two answers?
Pick the one that describes how things actually are today, not how they should be or soon will be. The checkup works best on honest answers, and there are no wrong ones.