Free Guide
Financial
Self-Assessment
Checklist
A 5-step checklist for women to get clear on their financial situation.
Enter your name and email below to access the guide!
Feeling uncertain about your
finances? Start here.
Managing money can feel overwhelming—especially when no one ever taught you how to do it.
But taking control of your finances doesn’t have to be complicated.
The Financial Self-Assessment Checklist is a quick, straightforward way to check in on your financial health, spot areas for improvement, and take action with confidence.
No spreadsheets, no financial jargon—
just a clear starting point to
help you get your money working for you.
What’s Inside?
This simple, yes/no checklist will help you evaluate:
Your Cash Flow – Do you know exactly what’s coming in and going out each month?
Your Savings – Are you financially prepared for an emergency or big life goals?
Your Debt – Is it under control, or is it holding you back?
Your Investments – Is your money working for you, or just sitting there?
Your Financial Freedom Score – Are you on track to build real wealth and security?
BONUS!
You’ll also get actionable next steps to improve any areas that need attention—so you can stop guessing and start making smart money moves.
“I didn’t realize how much I was avoiding my money until I went through this checklist.
It gave me clarity on where I’m doing well and where I need to tighten things up—without making me feel guilty or overwhelmed.
Total game changer.”
~ Tanya R.
“The checklist helped me see my finances in a whole new light. It was quick, easy, and honestly kind of
eye-opening.
I’ve already started making smarter choices just from seeing everything laid out clearly.”
~ Michelle D.
“I’ve downloaded a lot of finance freebies, but this one actually made me feel more confident.
It was like a financial gut check—but in the best way.
I loved how it focused on goals and progress, not just numbers.”
~ Jasmin K.
Hi, I’m Roxy Zalucky.
I help women take control of their money, build real wealth, and create financial freedom—without the BS.
After 15 years working as a trader on Wall Street and Bay Street, I left the corporate world to build Zalucky Financial—a flat-fee financial consulting firm that gives women real, transparent financial advice (not sales pitches).
I created this checklist because most financial advisors don’t start here—but they should.
Understanding where you stand is the first step to building a strategy that works.
Ready to get a clear picture
of your finances?
Drop your email below, and I’ll send the checklist straight to your inbox.
P.S. You’ll also get my Monday Market Update—a quick, no-BS breakdown of what’s happening in the markets and how it affects your money.