AFFORDABILITY AUDIT — STEP 1
Affordability Plan Questions (5–7 minutes)
Your best estimate is fine. If you don’t know a number, leave it blank.
Confidential. No spam. No judgment.
Why this matters:
- Helps me find where you’re overpaying
- Helps you get a plan that fits your family (not generic advice)
- Saves time on our call
Before you start: Best guess is fine. If a question doesn’t apply, skip it.
Next step: After you submit, you’ll schedule your 20-minute call.
Next step: After you submit, you’ll schedule your 20-minute call.
