Know Your Numbers
A clear, honest financial checkup for your household
Most money decisions get made with a fuzzy picture. In about 40 minutes, you'll map what comes in, what goes out, what you own, and what protects it. Then Michael walks through it with you, one-on-one.
Why Know Your Numbers?
Whether you're 35 or 65, the same questions keep coming up:
- Where is my money actually going each month?
- Are my home, savings, and insurance working together, or against each other?
- Would my family be taken care of if something happened to me?
- Am I on track for retirement, or just hoping?
You can't plan what you haven't measured. Knowing your numbers is the first step to every good decision that follows.
How it works
Four short steps, about 10 minutes each
Household
Who's in your household, your work, health coverage, and Social Security.
Cash flow
What comes in, what goes out, and what's left over each month.
Savings & insurance
Your accounts, life insurance, taxes, and credit.
Home & goals
Your home, estate plan, and what you want your money to do for you.
Your answers save as you go, so you can stop anytime and pick up where you left off.
What you get
Your privacy
We never ask for Social Security, account, or policy numbers. Best guesses are fine, and you can skip anything you don't know.
Common questions
Anyone who wants a clear picture of their finances: young families, business owners, people nearing retirement, and retirees. Some questions only apply to certain stages of life, and you can skip anything that doesn't fit.
No. Know Your Numbers and the review conversation are free, with no obligation.
No. Round numbers and best guesses are fine. The goal is a clear picture, not a perfect one.
Yes. Choose "Yes, both of us" on the first page and every section will ask about both of you.
Your answers save on your device as you go. Come back anytime and pick up where you left off.
Ready to see your numbers clearly?
Michael Holmstadt, Mortgage Loan Officer | NMLS #2283000
NEXA Mortgage, LLC | NMLS #1660690 | 5559 S Sossaman Rd, Bldg 1, Ste 101, Mesa, AZ 85212 | www.nexalending.com
Think Revenue Strategies LLC is not a licensed mortgage lender. Mortgage loan origination services are provided exclusively through NEXA Mortgage, LLC. Insurance products and other services are offered separately by Think Revenue Strategies and are not offered by or affiliated with NEXA Mortgage. The content on this website is for informational purposes only and is not a loan application or commitment to lend. All loans are subject to credit approval, underwriting, and program guidelines.
