Underneath Your Finances

Understand it. Organize it. Manage it.

21 focused itemsYour personal prioritiesNo account required

Check what is working and what may need attention. Choose up to three priorities, then save your responses with Quoti and view a printable recap. This simple checklist is separate from the deeper Personal Financial Wellness Scan.

Choose the answer that best describes your current situation. This checklist helps you spot everyday concerns and choose priorities. It is separate from the deeper Personal Financial Wellness Scan and is not a credit score or financial diagnosis.

1. Understand your money

1. I can name the sources of money I rely on each month.2. I know which expenses take the largest share of my income.3. I can tell when my spending is getting ahead of my income.

2. Keep bills organized

4. I have one place to check my upcoming bills.5. I know which payments are due before my next payday.6. I know which bills I need to address first if money is tight.

3. Recognize credit concerns

7. I know where to get a copy of my credit reports.8. I have noticed any credit questions or errors I want to understand.9. I know when to ask for help understanding credit information.

4. Get a handle on debt

10. I can name the debts or payments that concern me most.11. I have a place to keep debt statements and payment notices.12. I know which debt-related issue I want to work on first.

5. Make room for savings

13. I have identified something I would like to save for.14. I know which unexpected expenses worry me most.15. I can identify one small saving or spending change to explore.

6. Find your financial records

16. I know where to find my pay information and account statements.17. I can find recent bills, insurance notices and important records.18. I know which documents I still need to organize.

7. Choose your next step

19. I can describe my biggest money concern in plain language.20. I have identified one change that would make life easier financially.21. I know which financial topic I want to discuss with Quoti.

Which three areas would you most like help with?

Choose up to three, or leave blank.

Understand your money Keep bills organized Recognize credit concerns Get a handle on debt Make room for savings Find your financial records Choose your next step

What would you like Quoti to understand about your finances? (optional)

Please do not enter account numbers, Social Security numbers, passwords or other sensitive identifiers.

Your nameEmail addressPhone number (optional) Quoti may email me personal financial wellness tips and information about its services. Optional.

Your answers, selected priorities, optional message and contact details are saved privately with Quoti when you submit. Marketing consent is optional. Providing a phone number does not sign you up for marketing calls or texts. This does not enroll you in paid services. Privacy Policy. Contact hello@quoticonsulting.com to stop optional emails.

No account or credit card is required. Submit your name, email and answers to save your concerns privately with Quoti and see your recap. Marketing emails are optional; the checklist does not enroll you in paid services.

Quoti Consulting LLC · quoticonsulting.com · (912) 837-8165 · hello@quoticonsulting.com