DIY Financial Clarity Kit

The Wealth Compass: Income, Net Worth & Goals — Mapped in 60 Minutes

Most people have never seen their complete financial picture in one place — income scattered across sources, investments across apps, and goals that exist only in their head. The FinCraft Wealth Compass fixes that in a single guided session with yourself.

What you get:

• The Wealth Compass workbook — three guided sheets covering Income & Expenses, Assets/Liabilities & Net Worth, and Family & Goals with an automatic SIP calculator
• A prep checklist so you gather the right documents before you start
• An interpretation guide explaining what your savings rate, net worth split, and goal gap actually mean — and what to do about each

What you'll walk away with:

• Your true net worth (and the difference between what looks like wealth and what's actually working for you)
• Your real savings rate and how much surplus you have each month
• A clear read on whether your current savings are enough to fund your goals — or where the gap is

Who this is for: Salaried professionals and business owners who want clarity on their finances before (or instead of) a formal planning session — and anyone who's tired of guessing where they stand.

This is an educational self-assessment tool, not personalised investment advice. For fund selection or a professional review of your specific numbers, FinCraft Wealth also offers guided sessions (Financial Health Check-up, Goal Mapping) — this kit is a great place to start if you'd like to explore on your own first.