Contact Annual Wealth Check

 

WHAT IS AN ANNUAL WEALTH CHECK? 

What if you could get a clear snapshot of your financial health—just like a check-up at the doctor’s office? 

Annual Wealth Check was originally created for parents of teens in our Teen2Millionaire program—so they could confidently assess where they really stood on their own financial journey.

But it quickly became clear: this isn’t just for parents. It’s for any adult who’s tired of guessing and ready for real answers and direction.

Just like your annual well check with your doctor includes labs, charts, and guidance from a professional—your money deserves the same level of care.

That’s where Annual Wealth Check comes in. 

It’s time to take the guesswork out and get a crystal-clear view of your financial picture.

GET AN ANNUAL WEALTH CHECK NOW!

WHY GET AN ANNUAL WEALTH CHECK?

Daily money habits are powerful - they build consistency and discipline. Saving money? So great. Budgeting? Super smart. But if you don't know where you're going or when you'll get there...it's kind of like driving in circles with no GPS. The Annual Wealth Check helps you finally plug in the destination.

The purpose of an Annual Wealth Check is to get your finances on track and keep them on track celebrating progress, making adjustments where necessary, and making smarter choices that will get you closer to the financial health you deserve.

Year after year.

This will look different for each and every person so we have created a customized process tailored to you!

Knowing your numbers is the first step in achieving financial health.

It doesn’t matter if you are just starting your financial journey or have been working on it for decades. This wealth check is for all financial situations and scenarios!

I NEED AN ANNUAL WEALTH CHECK!

HOW DOES IT WORK?
It's as easy as 1-2-3!

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1


COMPLETE THE PREP CHECKLIST


After you purchase your Annual Wealth Check, you will receive a Preparation Checklist detailing what you need to gather (statements and info) so you have it all in one place. Set aside 30-45 minutes to complete the checklist. 

 

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2

 
COMPLETE THE ANNUAL WEALTH CHECK SURVEY


Now that you have completed the Prep Checklist, you will easily be able to transfer that information into your Annual Wealth Check by clicking on the survey link you received. Set aside 15 minutes to complete the survey. 

 

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3


RECEIVE & REVIEW YOUR "LAB RESULTS"
 

Soon after submitting your Annual Wealth Check survey, you will receive your "lab results" which will include detailed financial numbers and coaching tailored to you. Don't forget to book your free 1:1 review of your results if you'd like additional help!

 

GET AN ANNUAL WEALTH CHECK NOW!

WHAT WILL YOUR LAB RESULTS INCLUDE?

 

Your lab results will include all of your financial vitals including your:

  • Net worth
  • Financial independence number (AKA when you can retire!)
  • Debt payoff plan specific to your debt
  • Personalized set of next steps tailored to your numbers and your financial goals!

*Also for a limited time, your Annual Wealth Check includes an optional but FREE 1:1 review of your lab results so that you can ask questions about your numbers and get financial coaching as you get started!

These financial vitals tell the real story. We've lost count of how many times we've heard, "I’ve got a 401(k)—I should be fine… right?” 

It's a powerful reminder that most people don't actually know what it takes to retire - and that guessing is not the best strategy. They realize too late that what they’ve saved isn’t nearly enough. Not because they weren’t trying… but because no one ever showed them how to define what “enough” actually is.

An Annual Wealth Check changes that.

It gives you a clear target and a realistic plan—so you can stop guessing and start moving forward with confidence.

GET AN ANNUAL WEALTH CHECK NOW!

MEET THE CREATOR OF ANNUAL WEALTH CHECK

Hi, I'm Stephanie - a Certified Financial Coach and Certified Financial Education Instructor - but more importantly, someone who's deeply passionate about helping everyday people feel confident and in control of their money. 

I created Annual Wealth Check because I've seen it too many times - smart, hardworking individuals doing their best to save and plan, but still feeling unsure about whether they're on track. 

Or...confused but willing individuals who feel money is overwhelming (and deeply personal) - all because they were taught never to discuss it, and yet were expected to figure it out as they go.

I strongly believe that financial planning shouldn't feel intimidating or confusing. It should feel empowering and motivating!

Annual Wealth Check was designed to be both informative and private. Your responses are completely confidential and generated through a secure survey, then integrated into a personalized report. The "lab results" are for your eyes only unless you choose to share them with others or discuss your results with us 1:1 (which is completely optional).

My #1 priority is to give you a safe, judgment-free way to finally see where you stand financially and what steps to take next. Because when you have clarity and direction, you can move forward with peace of mind.

So whether you're just getting started or already working on your goals, I can help! I am really excited to be a part of your journey to achieve financial health and wellness.

YOUR FINANCIAL HEALTH STARTS BY KNOWING YOUR NUMBERS

Take control of your finances - and your future financial freedom - by getting an Annual Wealth Check today!