Assess the Strength of Your Finances

By taking our 10-minute financial assessment, you’ll receive insights into how you compare with others and tailored recommendations to improve your specific financial situation.


The Real Numbers
That Matter

Cash Flow

Your Cash Flow is determined by measuring your monthly income against your expenese.

Cash Cushion

Your Cash Cushion represents the total amount of savings you have in case of an emergency.

Past Balances

Focused on previous spending patterns, Past Balances evaluates your debt associated with credit cards.

Not Just Numbers

Together, we help you create a personalized path to financial wellness. In order to do this, we can’t rely on a one-size-fits-all solution. Rather, we make it easy for you to make the right choices for you.

The Right Tools and Insights for You

Using your Financial Picture, in conjunction with your Payoff Personality and stress level, you’ll receive personalized recommendations, peer comparisons and insights with actionable next steps.

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Personalized Recommendations

Based on your situation, receive curated recommendations to improve your finances.

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Peer Comparisons

See how your spending and savings measures up against people like you.

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Actions and Insights

From new products to useful insights, get a wide range of next steps to help you make positive changes.

Show Me My Financial Picture