How Healthy Is Your Financial Life?
Money isn’t only about how much you have. It’s also about how confident, prepared, and comfortable you feel about your financial future.
Take our free 3-minute Financial Mental Health Checkup. Answer 12 simple questions about your finances and your relationship with money, then get your results and practical next steps—including ways to use AI to work on your financial goals.
Choose the Help That’s Right for You
- AI Financial Plan Review – $49
Get a personalized review of your Checkup and financial questionnaire. - Personal Financial Coaching – $99
Talk through your finances, goals, and next steps one-on-one. - Counseling with Erin Dale, LCSW – $199
Professional counseling for California clients dealing with the emotional side of money.
Start with the free Checkup. Your results can help you decide whether to continue on your own with AI or whether some human guidance could help.
Meet Jim Dale
I’m a Ramsey-trained Financial Coach with decades of leadership and financial management experience.
I believe the best financial decisions begin with understanding. My goal is to help you gain clarity, reduce financial stress, and move forward with confidence.
Meet Erin Dale
Erin is a California Licensed Clinical Social Worker with more than 22 years of experience helping individuals and couples navigate life’s challenges.
Her approach focuses on how thoughts and behaviors affect our well-being—including the ways money, financial stress, and financial decisions can creep into our relationships and everyday lives.
Counseling services are available to California residents only.
Ready to Get Started?
Start with the free Financial Mental Health Checkup and see where you stand. From there, you can decide whether AI tools, financial coaching, or counseling may be the right next step.