Improve your financial fitness !! Like a regular health checkup with your doctor, Finmagix will analyze your financial health and recommend actions to fix it! We are confident this will set you on the path to financial freedom!
Like your regular health check-up, the Finmagix Financial Fitness Report is a free, comprehensive fitness test of all your finances:
We will summarise your fitness in each of these areas with our patent pending Financial Fitness Score that summarises your overall financial fitness. Track it monthly, and see a significant improvement in your financial fitness!
Understanding your financial fitness is the first and critical step towards financial freedom.
The current pricing models exclude 85% of the US population from quality financial planning advice. Most firms have asset minimums and expect you to be wealthy already. This is like a personal trainer requiring you to be fit before they’ll work with you!
You don’t need a financial coach! You got this with Finmagix!
You can run a fitness test in 5-10 mins and get a personalized action plan that you can follow.
It’s $500 – $750 of value absolutely Free!
We do not ask for SSN or any bank information!
We use leading technologies to keep your data secure. We encrypt all your data!
It’s simple! Sign Up for an account using your Google account or your email.
Follow the instructions in the app to input your data. It will take only 5-10 mins!
Your fitness report will be ready with a step by step action plan to improve your fitness.
Repeat every month to track your progress.
Discover how Finmagix can help you assess your financial fitness
Allen Mueller, CFA, MBA
Founder and Financial Planner
“Finmagix is a breakthrough tool for helping individuals and families take the next step toward their financial fitness. Unlike traditional tools that simply display metrics like net worth and cash flow, Finmagix takes it further with actionable recommendations based on the user’s goals. It also highlights key risk management items like disability insurance and estate planning — without a sales pitch. With this cutting-edge solution, people can get an assessment of their financial ‘vital signs’ in minutes. Finmagix is changing the game when it comes to personal finance, and I highly recommend it as a starting point.”
“Finmagix is an awesome and comprehensive financial planning tool. It is so simple to use that it walks you step by step of what information to input. The analysis that it provides is so intuitive that allows you to plan your financial success to retirement. Finmagix is your financial planning tool for your future financial needs !!!”
Corporate financial wellness
Financial stress is one of the major reasons for absence from work. Finmagix is happy to work with your organization to offer training about improving financial fitness.
