Clarity for your money, at home and at work

See your money clearly.

A free 10-minute checkup for families and small business owners. Find out where you stand and what to fix first.

No sign-up needed. Your answers stay in your browser.

Sample report At home
62 of 100

Stable, with gaps

Fix the top risks before they compound.

Emergency fund
44
Retirement
78
College planning
15
Consumer debt
68

Top priority: start a small monthly college savings plan while time is on your side.

What we look at

One clear picture, at home and at work.

Most money tools cover your household or your business. If you own a business, the two are tangled together. moneyglass looks at both.

At home

  • Emergency savings and how many months they'd cover
  • How much you're saving each month
  • Retirement progress for your age
  • Credit card, car, and personal loan payments
  • College savings for your kids
  • Insurance, a will, and beneficiaries

At work

  • Cash runway: how long you could last if sales stopped
  • Gross margin on what you sell
  • How much depends on your biggest customer
  • How fast customers pay you
  • Debt payments compared with revenue
  • Pricing, bookkeeping, and revenue trend

How it works

From questions to a plan in three steps.

  1. Take the checkup

    Answer seven or eight questions about your household or your business. It takes about ten minutes.

  2. Get your report

    See a health score out of 100, how each area is doing, and your top three priorities with what to do first.

  3. Talk it through

    Book a free 20-minute review. We'll go through your report together and sketch a 90-day plan.

Why I started moneyglass

I'm an immigrant mom of two girls. I want them to see money clearly.

I came to this country, earned my MBA, and spent years building and running a technology company. I've managed payroll, cash flow, and a family budget, often at the same kitchen table.

What I learned is simple: the people who do well with money aren't the ones with the most jargon. They're the ones who can see where things stand early, while there's still time to choose.

That's why I started moneyglass. Most people don't need more financial jargon. They need a clear view of where their money is, what's at risk, and what to do next.

moneyglass is for families planning for college and retirement, and for small business owners whose home and work finances run together. I'm learning out loud alongside my daughters, and I want to help you see your numbers clearly too.

Founder, moneyglass

Why "moneyglass"?

Glass doesn't change what's there. It lets you see it. The first step to fixing anything with your money is seeing it clearly, at home and at work.

Questions

Good to know

Is the checkup really free?

Yes. The checkup and your report are free, and so is the 20-minute review call.

Do you store my answers?

No. The checkup runs in your browser and your answers aren't sent anywhere. If you book a review, we only keep the contact details you give us to schedule it.

Is this investment advice?

No. moneyglass offers financial education and planning tools. We don't recommend specific investments, funds, or insurance products.

Do you sell financial products?

No. We don't earn commissions on anything we suggest, so the focus stays on your situation.

I own a business. Which checkup should I take?

Both, if you can. Take "At work" for the business and "At home" for your household. Business owners often find their biggest risks sit where the two overlap.

How long does it take?

About ten minutes. Have a rough idea of your savings, monthly expenses, and debts handy.

Free tool

Spend & Save Planner

Type your monthly take-home pay and see where every dollar should go, the month you'd reach your savings goal, and a fair way for couples to split shared bills by income.

Free download

The Kids Money Kit starter

Printable save-spend-share jars and a money tracker to start real money talks with your kids this week. Free, no email needed.

Free 20-minute review

Want a second pair of eyes?

Take the checkup, then book a call. We'll walk through your report together and build a 90-day plan.

Email hello@getmoneyglass.com with a couple of times that work for you, and we'll reply within two business days.