Have you ever wondered if your finances are on the right track?
You aren’t alone. We talk to people every day that wonder the same thing. If you want to figure out how you’re doing and learn what you should do next, use the link below to create your own financial vital signs scorecard. You’ll get instant access to important metrics about your financial well-being.
Get a Free Financial Assessment
How does it work?
- Click the button below to get started. Follow the steps to create a username and password.
- Fill out your information and create your scorecard. It takes just 10 to 15 minutes to complete.
- We will review your scorecard and email you a short video with our thoughts.
- If you want to learn more, great. We can schedule a time to talk. If not, no problem. You’ll still have a few tips to improve your finances.
If you want to know how you’re doing and what your next best step might be, click the link below to create your scorecard.
Why Vital Signs?
A doctor checks vital signs to assess a patient’s overall health, monitor their condition, and identify potential medical issues. Vital signs are essential indicators of the body’s most basic functions and can provide crucial information about a patient’s well-being.
In much the same way, your financial vital signs can give you important information about your overall financial health and can help you understand the steps you need to take, if any, to improve it.
Who is behind the Financial Vital Signs website?
Hi, my name is Rich Eddy and I am the founder of CONA Wealth LLC, a financial planning and investment management firm located in Pasadena, CA. I created this site to reach out to people who might have a question or two about their finances, but aren’t ready (or just don’t want) to engage with a financial advisor.
If that describes you, I encourage you to click the button above and create your financial scorecard. You’ll get one email from me with a short video of me sharing my thoughts, and then what happens next is totally up to you. If you want to talk more, you can book a phone call or we can meet on Zoom. Not interested? Great. Hopefully my video gave you some encouragement and maybe something to think about.
Oh, and for compliance purposes…
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Investment Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CONA Wealth and CreativeOne Wealth, LLC are not affiliated.
