Know where you stand financially in about five minutes.
No credit card. No judgment. A few honest questions, a financial health score, and a short personalized snapshot designed to help you see the whole picture more clearly.
The questionnaire opens in the Sweet Bobby Snapshot app, currently hosted on Netlify. No credit card is required.
See your score. Know what deserves attention.
- Financial health score across five core areas
- Your strengths, because a good plan starts with what is already working
- Areas to watch, explained without shame or alarm
- Retirement estimates using three illustrated growth rates
- A short personalized snapshot written in the Sweet Bobby voice
Five sections
Family · Income · Debt · Savings · Goals
You will answer plain questions about things such as take-home pay, housing, non-mortgage debt, emergency savings, retirement accounts, insurance, a will, and the money issue that worries you most.
The free Snapshot is educational. It is not individualized investment, tax, or legal advice.
The Snapshot tells you where you stand. A Roadmap goes farther.
If the Snapshot raises questions you want answered in more detail, Sweet Bobby offers written Roadmaps that organize the numbers, identify priorities, and give you a more complete plan personally reviewed by Bobby.