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Balanced Life Planning

The Mid-Career
Financial Checkup

7 questions that reveal where your biggest financial opportunities are hiding in plain sight.

Takes about 2 minutes. No login required.
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✦ 7 Key Areas✦ Personalized Results✦ Action Steps
Created by Tim Witham, CFP®
As quoted in Fortune, MarketWatch, Bankrate and Financial Planning
Financial Checkup

1 — Not confident
5 — Fully optimized
Your Results

Area-by-Area Breakdown

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Your Recommended Next Step

Tim Witham, CFP® offers a free 15-minute introductory call where you can discuss your specific situation and determine whether working together makes sense.

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Serving mid-career professionals in Cincinnati and nationwideDISCLOSURE: This assessment is for educational purposes only and does not constitute financial advice. Balanced Life Planning is a registered investment adviser. Registration does not imply a certain level of skill or training. Consult with a qualified financial professional before implementing any strategy.