Am I Doing Okay? - A Financial Checkup Tool

Take control of your finances with the Am I Doing Okay? tool – your personal financial checkup in one easy-to-use spreadsheet! Designed for anyone looking to gain a clear, actionable understanding of their financial health, this tool provides you with instant insights based on five key financial ratios:

• Emergency Fund Ratio: Are you prepared for life's unexpected expenses? See how many months of expenses your savings can cover.
• Current Ratio: Evaluate your ability to meet short-term obligations and avoid cash flow crunches.
• Savings Rate: Measure your progress toward financial independence and long-term goals.
• Debt-to-Income Ratio: Know your financial limits, whether you're managing debt or preparing for big purchases like a home.
• Investment Ratio: Assess whether your investments are on track to meet your retirement and wealth-building goals.

Why You'll Love This Tool:

• Simple & Actionable: No complicated financial jargon – just clear results with recommendations to improve.
• Tailored for Everyone: Whether you're just starting your financial journey or looking to fine-tune your strategies, this tool works for you.
• DIY Financial Checkup: Avoid expensive consultations – get professional-level insights at a fraction of the cost.
• User-Friendly Design: Easy-to-use spreadsheet with step-by-step instructions included.

Who Is This For?

• Budgeters wanting a deeper look into their finances.
• First-time investors needing guidance on where they stand.
• Savvy individuals aiming to optimize their financial systems.

Empower yourself with clarity and confidence in your finances. Start your journey toward financial health today with the Am I Doing Okay? tool.