Our easy-to-use calculator will guide you through a few simple questions about your savings, debt, and spending habits.

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Think of it as a friendly check-in for your finances. 

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No judgement. Just insight.

Get a clear breakdown of your financial status. Understand the different areas of your financial life from your emergency fund to your path to financial independence.

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You can use this information to DIY your own budget and financial plan document. Empower yourself to make smarter decisions, whether your goal is to save for a down payment, pay off debt, or invest in the future.

Want to take it a bit further and get personalized advice and actionable tips on how to create a path forward to reach your financial goals?

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Work with us at MM Strategic Advising to sign up for a one-time financial plan or on-going financial coaching and get a strategic road map forward that is tailored specifically to your current needs and future goals.