How it works • Awareness before action

Your Financial Forensic Scan

Look beneath the visible problem, understand the root cause, and discover which financial-healing modalities may belong in your roadmap.

1Where you are2Root cause3Your roadmap

Financial healing begins with awareness

Look beneath the visible problem.

A housing challenge may be connected to income, expenses, debt or credit. This educational review is intended to help you understand those connections and identify options for your personal roadmap.

Understand your situation

Review your concerns, income, expenses, housing, credit, debts, savings and goals.

Explore possible root causes

Use education and discussion to understand what may be creating pressure or blocking your next step.

Choose your modalities

Explore income, housing, credit education or ownership pathways and plan your next steps.

Assessment in development. The questions and roadmap are being refined. “Forensic” describes looking more closely at the situation; this is not a certified forensic audit, credit report or professional financial diagnosis. You do not need to complete a scan to explore the three solutions.

Explore the three paths

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Draft template · Private self-review

Start with your income and expenses.

Choose the worksheet that works for you. Review multiple income sources, everyday expenses and the amounts you set aside. See whether your monthly income covers your expenses, then consider what may be contributing to financial stress.

Fillable PDF

Download your copy to fill in or print the four-page worksheet. Enter your totals yourself; the PDF does not calculate them.

Download fillable PDF

Excel budget

Enter monthly amounts in the yellow cells. Totals automatically show your surplus or shortfall and what remains after savings transfers.

Download Excel budget

Explore your next step

Use what you discover to explore higher income, affordable housing, or ownership and investing education. You choose what fits your circumstances and when you are ready.

Explore the three paths

Your numbers stay with you. Download and save your own copy. These worksheets do not submit your entries to Financial Healing for Life. Sharing with a facilitator for more specific guidance is voluntary. If your browser does not let you type or save PDF entries, download it and open it in a PDF reader that supports forms.

Template for review: We are refining this layout and educational roadmap. Financial Healing for Life facilitates awareness and access to opportunities. Bankruptcy, lawsuits and other legal matters belong with your attorney.

Preview the earlier questionnaire draft — for review only
1. Which path best describes where you are today?