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The 10-Minute Money Audit
A quick, honest check on your personal and business money, and a clear place to start.
Where should we send it?
Free fillable PDF, straight to your inbox. No spam, unsubscribe any time.
10 Minutes | 15 Questions | 1 Score | Personal + Business | Free
Numbers don't lie. They tell your money story.
You can feel when something is off with your money before you can point to it. This audit helps you point to it.
Fifteen questions across your personal and business finances. Go with your first honest answer, not the one you wish were true, and in ten minutes you'll have one score and one clear place to start.
What's inside
Clean. Clarify. Strategize.
The same three-step framework every BM Advisory client follows, turned into 15 quick questions.
CleanDo you know?
What you spent last month, whether your accounts are separated, how current your books are, every debt balance and rate, and how often you check in.
ClarifyIs it working?
What's left after every bill, how much you save, how long your safety net lasts, how predictable your pay is, and your real monthly number.
StrategizeAre you planning?
Taxes, a written 12-month plan, insurance and beneficiaries, retirement, and how you make big money decisions.
Add it up
Your Money Clarity Score
Fill it in on your computer and it adds up for you. Your total out of 60 puts you in one of four zones.
Your money is running you. Start with Clean.
The basics are there, but blind spots are costing you.
Strong foundation. Now it's about strategy.
You run your money like a CEO. Keep it sharp.
is where to start. The audit tells you exactly what to work on first.
Ready to go deeper?
Book your free 15-minute diagnostic call with Jess
You have your score. On the call, we'll walk through your answers together, name your top financial priority, and map out your next move, for your household and your business.
Book your call →Get the audit
Ten minutes. Fifteen questions. One honest score.
Send it to yourself, block out ten minutes, and fill it in. Have your score and your lowest section ready for your call. That's where we'll start.
Send me the audit
Free fillable PDF, straight to your inbox. No spam, unsubscribe any time.