Do you need a

Financial Fitness Checkup?

Only 3 minutes to complete!

Dad exercising with two kids
Piggybank

Tell us about your financial goals.

Please select all applicable

What are you saving for?

Please select all applicable

Envelope with money inside

How often do you have money left over from your income after bills and expenses?

Do you currently have debt (other than mortgage)?

What is your other debt?

Please select all applicable

How often do you pay off your credit card balances in full each month?

Envelope with money inside

Do you have a budget?

How often do you stick to your budget?

Piggybank

How often do you set money aside for savings?

Do you have an emergency fund in the event of the unexpected?

Envelope with money inside

Does budgeting keep you up at night?

Do you have a plan to become debt free?

Do you review your financial plan annually?

Do you have insurance coverage?

What type(s) of insurance?

Please select all applicable

Do you have a will?

Do you have a POA (Power of Attorney)?

Keep working at it!

It’s important to stretch and warm up with the basics like keeping a watch on your spending and staying on budget.

  • If you don’t have a monthly budget worked out, time to meditate and draw one up.
  • Focus on building a stronger core of savings and lowering your debt.
  • Put away your credit card and cut out unnecessary weighty spending until you can answer positively to most of our quiz questions.

We can help by reviewing your Financial Fitness as a whole and making tweaks and adjustments to your current routine. Use a free session with one of our Financial Consultants to find out where you measure financially.

Book an Appointment

Hey, good for you!

You’re moving in the right direction financially.

  • Our Financial Fitness tip is to keep an eye out on your budget and monetary priorities.
  • Keep a tight grip on that credit and give your impulse spending a bear hug.

Take some time to look through some of our resources on the below page and book a checkup with one of our consultants to help you maximize those gains. Meeting with a financial professional can set you down the right path to being financially fit.

Book an Appointment

Congratulations!

You are in tip-top shape when it comes to your Financial Fitness.

  • The extra reps you’ve been putting in has paid off and your financial planning is healthy and thriving.
  • You’re sensible about your debt and take budgeting and saving as serious as a 100-pound dumbbell above the head.
  • Be sure you keep on top of your financial plan regularly - as life can throw you curveballs.

Sit down with one of our Financial Consultants to talk about achieving your end game.

Book an Appointment

Financial Fitness Quiz Results

Wherever you may be in your financial life stage, we can help. Reach us at 1-877-WESTOBA to chat with a consultant. Email yourself results to review later below.

Would you like a Westoba Financial Consultant to follow-up?

What is a Financial Fitness Checkup?

It’s an annual visit with a Westoba financial consultant to review your financial health. A conversation with our experts will make sure you’re heading in the right direction when it comes to achieving your financial goals.

What is the Financial Fitness Quiz?

Do you want to improve your overall financial health? Start by taking our 3-minute quiz to get an idea where you stack up with managing your money.

Choose the answer(s) that best reflects your current financial activities. When you’re done, we’ll add up your answers and share tips on how you can become more financially fit!

Our team of experts can help you with:
  • Setting up a financial plan
  • Providing a second opinion on your financial plan
  • Long term savings plans
  • Investment advice and management
  • Estate planning and trust services
  • Pension decisions
  • Cash flow management
  • Advice for building your net worth
  • Make recommendations for improving your overall Financial Fitness

Talk with us

Financial Fitness Preferred Shares
Get your Preferred Shares today and grow your portfolio. Available for a limited time.

 

Learn more

Have you had your financial fitness checkup

Let's start the conversation.

We'll guide you to take the right steps to you becoming financially fit.

Book an Appointment