“It gave me language for patterns I had noticed but never named. A calm, useful read.”
JA
James A.
Professor · Higher Ed
Financial Transformation Assessment
Get incredibly accurate insights about your money, in 10 minutes.
- Take the Financial Transformation Assessment
- Get Your Personalized Results and Action Plan
- Apply Your Plan and Transform Your Finances
One clear, no nonsense report. Free to start.
Report
The Grounding Keeper
60
Manage
80
Frame
68
Earn
63
Grow
45
Accelerate
37
Transformation Toolkit · The Grounding Keeper
60
Overall
Score
Score
MA
JL
SK
PR
EN
TF
Joined the Claridify Family Today
Trusted by Professionals across the industries
4.9
Member rating
81st
Avg. percentile
90 Day
Growth cycle
Financial Transformation Assessment40%
Self MasteryManage
I intentionally spend less than I earn.
DisagreeAgree
1Step 1
Take the Financial Transformation Assessment
During this 10 minute assessment, you'll answer honest questions about your money habits, decisions, and mindset across five key areas of your financial life.
Financial Transformation Assessment
The Grounding Keeper
Grounding
Manage
80
Frame
68
Earn
63
Grow
45
Accelerate
37
Your biggest leverage is in growing your money.
You already manage your income so well, your discipline and systems are working hard for you. Your biggest opportunity is Grow, even more than Accelerate, since it carries more leverage right now. Turn that same discipline toward growth, as outlined in your action plan.
2Step 2
Get your personalized results and action plan
Your report scores you across five drivers, Frame, Manage, Earn, Grow, and Accelerate, and shows you exactly where your strengths already are, and where to focus next to transform your finances fastest.
30 Day Sprint · Wealth Building
The Grounding Keeper
Progress
58%
Plan 1
Get full clarity on your financial picture
Plan 2
Open and fund an investment account
Plan 3
Automate your first emergency fund transfer
Plan 4
Find one new way to grow your income
3Step 3
Apply your action plan and transform your life
Now it's time to put your strengths to work. Follow your personalized week by week plan, use your Transformation Toolkit, and retake the assessment in 90 days to see exactly how far you've moved.
Pricing
The Gateway is Free.The Transformation is $44.99.
No subscriptions. Pay once and keep it forever. Retake in 90 days and measure exactly how far you have come.
Explorer
Take the assessment and see where you land. Your full report is one step away.
Free
- Take 1 full assessment
- See your profile result
- Profile snapshot preview
- No card required
Most popular
Pro
Your full Transformation Report, with the exact gaps named and ranked.
$44.99one time
- Full Transformation Report
- 1 book matched to your gap
- Video library access for 30 days
- 20 toolkitsPDF + Word
- PDF download
- Lifetime report access
- Some coursesSoon
Best value
Premium
Every assessment. Every resource. The full Claridify stack for serious growth.
$179.99/ year
- Everything in Pro, plus
- All 3 assessments included
- Full video library
- All toolkitsPDF + Word
- 2 books per assessment
- 90 day retake to measure growth
- More coursesSoon
Building a team or organization?
Talk to us about a team planMember responses
Feel the clarity.
What members say when the report lands.
“I expected something generic and got specifics. It pointed me to one change worth trying first.”
NS
Noah S.
VP of Research · Fintech
“Quietly accurate. It did not overpromise, and the next step felt doable.”
KO
Kemi O.
Senior Manager · Security
“A clear picture of where I stand. I came back to it a week later and it still held up.”
EO
Elliot O.
Real Estate Agent · Consultancy
Your next 10 minutesYou already sense the gap.
You already sense the gap.
Now name it.
Take the assessment. Get the report. Run the sprint. Retake in 90 days to measure exactly how far you have come.
10 minutes to completeFree to startCancel anytime