Do you need a

Financial Fitness Checkup?

Only 3 minutes to complete!

Dad exercising with two kids

How old are you?

Gender – How do you identify?

Do you have dependents in your household?

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, it’s time to meditate and draw one up. Focus on building a stronger core of savings and lowering your debt.

 

Our recommendations for you

  • Develop a Budget. Make sure you’re not spending more than you earn. Get started by using our Budgeting Basic Workbook.
  • Let’s Talk Credit Cards. Be mindful that credit cards come with a cost. If you’re in over your head with credit card payments there are options available to you. We can help. Learn about building credit in 3 simple steps.
  • Take Control of Your Debt. Get a debt repayment plan in place. By reviewing your options, you can take advantage of the most affordable borrowing option you can. Download our Cash Flow Calculator.

Next Step

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. Keep an eye out on your budget and money goals. Get a tight grip on that credit card and give your impulse spending a bear hug.

Our recommendations for you

  • Finesse your budget and stick to it. Make sure you’re not spending more than you earn. Dive in by using our Budgeting Basic Workbook
  • Safeguard your loved ones and yourself. Every life milestone should bring a review of your overall financial picture including insurance and financial plan. Read why you need a financial plan.
  • Take Control of Your Debt. Restructure your debt strategy by reviewing options available and making your debt work for you. Let’s talk about Smart Debt.

Next Step

Take some time to look through some of our resources on the below page and book a Financial Fitness Checkup with one of our consultants to help you maximize those financial gains.

Book an Appointment

Way to go!

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.

 

Our recommendations for you

  • Protect Your Wealth – Safeguard your assets from unexpected costs which can arise due to premature death, disability, critical illness and long-term care. Learn how to protect your wealth.
  • Update Your Financial Plan – Ensure a sound plan is in place that matches your goals. Get a second opinion on your financials – there are benefits of a Financial Advisor.
  • Be a Credit Card MVP – Time to review – what are the rewards your credit card is getting you? Are you maximizing your rewards program with your current credit card? Read on up what’s available to you.

Next Step

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