Turn Money Stress Into Confidence in 45 Minutes with Josh Humada
One-on-one session with a financial advising veteran to review your financial scorecard and
answer all your money questions
Personal session with Josh
Review your 11 financialvital signs
Get real feedback on all accounts
Turn Money Stress Into Confidence in 45 Minutes with Josh Humada
One-on-one session with a financial advising veteran to review your financial scorecard and
answer all your money questions
Personal session with Josh
Review your 11 financialvital signs
Get feedback on investments
What you get in your Money Checkup
A holistic view of where you are today with real feedback from a licensed financial coach
One Conversation, 10+ Years of Financial Wisdom
From confusion to clarity—fast
11 Financial Vital Signs Analysis
Like a medical checkup, we'll review all 11 vital signs of your financial health
Ask Any Money Question
Get answers to your specific financial questions from a licensed professional
Your Best Steps Forward
Walk away knowing exactly what to focus on next to improve your financial health
What you get in your Money Checkup
A holistic view of where you are today with real feedback from a licensed financial coach
One Conversation, 10+ Years of Financial Wisdom
From confusion to clarity—fast
11 Financial Vital Signs Analysis
Like a medical checkup, we'll review all 11 vital signs of your financial health
Ask Any Money Question
Get answers to your specific financial questions from a licensed professional
Your Best Steps Forward
Walk away knowing exactly what to focus on next to improve your financial health
How your Money Checkup works
Simple, focused, and designed specifically for holistic medicine practitioners
Complete Your Scorecard
Fill out your financial information
before the session
One-On-One Session
Meet with Josh to review
your results together
Review Your Vital Signs
Go through each of your 11
financial vital signs
Get Your Action Plan
Receive clear next steps to
improve your financial health
Your 11 Financial Vital Signs
We'll review each vital sign together
Are you taking the right amount of risk?
Are you using your income wisely?
Do you have the right mix of assets?
How much wealth do you need to make work optional?
Is your cash flow working for you?
Are you saving enough?
Is your debt under control?
Are you protected from financial emergencies?
Is your investment strategy aligned with your values?
Are you on track for retirement?
Is your financial plan sustainable?
Like a diagnostic tool for your money
Just as vital signs are the body speaking, we'll check the money vitals of your financial health to quickly spot what's working and what needs attention.
Your 11 Financial
Vital Signs
We'll review each vital sign together
Like a diagnostic tool for your money
Just as you check vital signs with your patients, we'll check the vital signs of your financial health to quickly spot what's working and what needs attention.
Are you taking the right amount of risk?
Are you using your income wisely?
Do you have the right mix of assets?
How much wealth do you need to make work optional?
Is your cash flow working for you?
Are you saving enough?
Is your debt under control?
Are you protected from financial emergencies?
Is your investment strategy aligned with your values?
Are you on track for retirement?
Is your financial plan sustainable?
Ready for real feedback on your financial health?
Schedule your one-on-one Money Checkup with Josh
Get the clarity you've been looking for
Stop wondering about your financial health. Get real answers from a licensed professional who understands your world.
Get the clarity you've been looking for
Stop wondering about your financial health. Get real answers from a licensed professional who understands your world.
832–577–7524
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