The "Am I Doing Okay?" tool is a financial checkup spreadsheet that helps you evaluate your financial health using five key ratios, such as Emergency Fund Ratio and Debt-to-Income Ratio. It’s designed to give you clear insights into your finances.

The Premium version includes the financial checkup tool along with a 1-hour personalized consultation. During the consultation, you’ll receive tailored advice and actionable strategies to improve your financial health.

The tool is easy to use! Simply input your financial details into the spreadsheet, and the tool will calculate your key financial ratios and provide recommendations. Step-by-step instructions are included.

After purchase, you will receive a downloadable link to the tool via email. For Premium customers, we'll also contact you to schedule your consultation.

The tool is licensed for personal use only. Sharing it with others is not permitted, but they can purchase their own copy to benefit from its features.

Yes, the consultation is conducted online via a video call or phone call, making it convenient and accessible wherever you are.

If you encounter any issues, feel free to reach out to us through our support email. We're here to help!

This tool is perfect for anyone looking to gain control of their finances—whether you're just starting out, managing debt, or planning long-term investments.