Personal Financial Wellness
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Corporate Financial Wellness

© 2018-2020 Shake Your Money Tree

Are You Financially Healthy?

Whoa! Did you know nearly 60% of Americans are unprepared for their financial future, let alone an unplanned event today or tomorrow?!



Being financially healthy is about more than the amount of money you have in your checking account. It's about building resilience to life's big and little surprises, and knowing you have all the right plans and protections in place.


Since no one wants to face a financial disaster unprepared, you should ensure you have everything ready, like, now. This Fiscal Check-Up is a comprehensive checklist of all you need to know, do, and have in place to make sure you aren't caught off guard.

And just like getting an annual physical, this check-up is personal and encompasses many diagnostic measurements:


~ Assess your current financial behaviors

~ Find out whether you really know how to manage your money effectively

~ Whether you have enough saved in the right types of savings accounts 

~ What your true spending habits are

~ How you're handling debt

~ Whether you have a good understanding of credit

~ Insurance coverages, and more.


After you get the Check-Up, you'll then have a follow-up visit with the money doctor... ME! In this overview you'll get some high-impact personalized action steps you can take to the bank. 

When all is said and done, you'll know exactly which areas of your financial life you need to focus on to achieve optimal financial stability and security, not to mention, feeling more confident knowing you're doing all you can and should with your money so you can finally achieve the lifestyle you currently only dream of!

Get your Fiscal Check-Up today!


Don't postpone financial security and peace of mind - you work waaay too hard to lose it all!