The 60-second money checkup.

Five questions about your family and your money. Then three next steps, in order, chosen for you.

About a minuteNo accountNo bank loginStays on this device

01Your household
02Income and state
03Housing
04Savings and debt
05What’s on your mind

Who is in your household?

This sets your tax filing and which family costs to plan for.

1Single 2Married 3Married with children 4Single parent

Your age Optional

It decides whether retirement belongs in your first three steps.

What does your household earn in a year?

Before tax, everyone together. A range is fine.

1Under $50,000 2$50,000 to $90,000 3$90,000 to $150,000 4$150,000 to $250,000 5Over $250,000

State

Do you rent or own your home?

Housing is usually the biggest monthly bill, so it anchors the rest.

1Rent 2Own 3Live with family

What it costs a month

Rent, or the mortgage with property tax and insurance.

How much is in the bank, and do you owe anything?

Savings you could reach this week. Leave out retirement accounts and the mortgage.

What’s on your mind?

Pick as many as you like, or none. These shape the order of your plan.

Your plan. Three steps, in order.

See My plan

General education, not financial, tax or halachic advice. The order comes from the simple rules written on this page’s source, using only what you typed. Ranges are saved as a round figure you can edit.