RENEW→REBUILD→RESTORE
Financial Needs Analysis

Know Your Number.
Build Your Financial Future.

Take a few minutes to understand where you are today, where you want to go, and the financial resources that may be needed to get there.

Your numbers tell a story. Understanding them is the first step toward intentional financial stewardship.

Your Financial Snapshot Step 1 of 8

About You

Just the basics — this helps us tailor the rest of your analysis.

Please enter your first name.
Please enter an age between 16 and 100.
Dependent Children

Optional. Name isn't required — age helps us estimate future needs like college funding.

Your Goals

What financial goals are most important to you? Select as many as apply.

Time Horizon

Emergency Fund

Life happens. Let's see how prepared you are for the unexpected.

Desired Months of Emergency Savings
Emergency Fund Goal
$0
Currently Saved
$0
Gap
$0

Debt & Mortgage

Add each debt you're carrying. Mortgages are tracked separately below.

Debts
Mortgage
Non-Mortgage Debt
$0
Mortgage Debt
$0
Total Debt
$0

Family Protection

If your income stopped tomorrow, how much would your family need — and for how long?

Income Replacement Need
$0

This combines with your debt, mortgage, and education numbers later to form your full family protection picture (the "DIME" need).

Education

Would you like to provide for your children's education?

Per Child
Total Education Funding Need
$0

Assets & Current Protection

What you already have working for you. Check the box next to any asset you'd consider using toward your family protection need — we never assume retirement accounts should be liquidated.

Financial Assets
Total Financial Assets
$0
Applicable to Protection Need
$0
Current Life Insurance
Total Current Death Benefit
$0

Financial Independence

This is the heart of the analysis — your Financial Independence Number.

This should be greater than your current age.

Other income = Social Security, pension, rental income, or any other guaranteed/recurring source, combined into one number.

Your Financial Independence Number
$0

$0/yr desired − $0/yr other income = $0/yr needed from your portfolio, divided by your withdrawal rate. This is an estimate, not a guarantee.

Review Your Information

Take a moment to confirm everything looks right before we generate your snapshot.

Your Financial Independence Snapshot

Here's what your numbers are telling you.