QUOTI CONSULTING · PERSONAL FINANCIAL CLARITY
Understand it. Organize it. Manage it.
Answer 21 simple items about your budget, bills, credit understanding, savings and goals. Choose up to three concerns you want to address.
Start My Free Checklist21 items · No account or credit card required
Prefer to talk? Book a Free 15-Minute Intro
FREE PERSONAL CHECKLIST
21 focused items Your priorities, made clearer
A preview of the questions you will answer.
I know which expenses take the largest share of my income.
I know where to get a copy of my credit reports.
I know which financial topic I want to discuss with Quoti.
Choose up to three areas to explore with Quoti.
WHAT HAPPENS NEXT?
Answer 21 practical checklist items.
Identify up to three areas where you want more clarity.
Print or save your checklist results. No account required.
The checklist is a quick self-review. The optional Personal Financial Wellness Scan goes deeper with 32 diagnostic questions, one final goal question and financial estimates. Create or sign in to your free My Quoti account to save your answers and view results.
✓ Stronger areas
! Areas worth reviewing
→ Possible next steps
Personal Financial Wellness
Choose a free Personal Financial Wellness Scan to understand your situation, a free 15-minute intro to establish fit, or a $99, 60-minute Personal Wellness Review to discuss a specific concern. The paid starting scopes below are separate services.
Organize your household income and bills into a workable monthly budget.
WHAT'S INCLUDED
Typical turnaround: 5 business days
Meetings: One 60-minute session and one 30-minute follow-up.
Included work: Up to 2.5 hours, including meetings.
One household. Debt negotiation, credit repair, tax and investment advice are excluded.
Set priorities when bills, debt and spending need a fresh plan.
WHAT'S INCLUDED
Typical turnaround: 7 business days
Meetings: One 60-minute session and two 30-minute follow-ups.
Included work: Up to 3.5 hours, including meetings.
One household and up to 10 debts. Creditor representation, debt settlement and legal advice are excluded.
Build a savings plan around one specific household financial goal.
WHAT'S INCLUDED
Typical turnaround: 5 business days
Meetings: One 60-minute session and one 30-minute follow-up.
Included work: Up to 3 hours, including meetings.
One household and one goal. Investment advice, mortgage approval and tax planning are excluded.
Starting fees cover the listed scope. Timelines begin after complete records and initial payment. Additional services and third-party costs are confirmed separately in writing.
AREAS QUOTI MAY ADDRESS
These are the personal financial wellness areas Quoti works across. Your support focuses only on the areas included in your approved scope.
Organize income, expenses and day-to-day spending.
Learn what affects credit reports and credit habits.
Understand balances, due dates and payment priorities.
Create practical targets for emergencies and future plans.
Bring bills, records and financial documents together.
Plan for transitions, setbacks and major financial decisions.
PERSONALIZED SUPPORT
Focused financial education and organization beyond the starting packages.
Understand credit reports, payment history and responsible credit habits.
Organize balances, due dates and realistic repayment priorities.
Prepare household budgets, savings targets and financial documents.
Bring income records, bills and expenses into one organized system.
Build a practical plan after a financial setback or major life change.
Individual and group learning on budgeting, saving and credit.
Program Boundaries
Quoti Financial Wellness does not guarantee a credit-score increase, deletion of accurate credit information, loan or mortgage approval, debt forgiveness or any particular financial result. This program does not include Quoti taking possession of client funds for creditor payments or negotiating, compromising or settling client debts.
Start with the Personal Financial Wellness Scan so your personal path stays separate from business consulting.