A FREE DIAGNOSTIC + TOOLKIT
The Financial Menopause™ Checkup
Five minutes of honest questions. A real diagnosis of where you stand. And three personalized tools you can use the same day.
Open the CheckupFree · About 5 minutes · From Dr. Patricia Ross
This isn't a quiz that ends with "book a call"
Most financial assessments online are lead-capture forms in disguise — a few questions, a generic score, then a hard push to schedule a sales call.
The Financial Menopause™ Checkup is different. Patricia built it as an actual diagnostic tool — one that profiles your specific symptoms, stages your situation, and hands you three real exercises designed for women navigating financial transitions.
You can talk to Patricia after if you want to. But the Checkup itself stands on its own. You'll walk away with usable information whether you ever book a call or not.
WHAT'S INSIDE
Your personalized toolkit
Based on your Checkup results, you get three guided tools tailored to where you are right now.
15-Minute Money Snapshot
A quick guided exercise to get a clear picture of where your money actually is — income, expenses, savings, and your biggest financial worry right now.
Estimates are fine. No spreadsheets required. Round numbers welcome.
Strategy Session Prep Guide
Five reflection questions that get you clear before any strategy session — your top financial worry, what stability would actually feel like, and what you most want to walk away knowing.
Takes about 10 minutes. Your answers stay private.
Monthly Financial Check-In
A short 3-question pulse check to track your progress, celebrate movement, and stay connected to your financial goals — without overwhelm.
Two minutes. Once a month. That's it.
HOW IT WORKS
Three steps, all on your own time
Answer honest questions
Plain-language questions about where you are with your money. No jargon, no judgment. Multiple choice — just real talk.
Tell us where to send your results
Right before your results, we'll ask for your email. That way you can come back to your personalized profile and toolkit any time — they're yours to keep.
Get your diagnosis + toolkit
Your Financial Menopause™ profile, your three personalized tools, and curated articles based on your specific situation. Use what helps. Ignore what doesn't.
Who the Checkup is for
Women in their 40s, 50s, 60s, and beyond who want a clear, honest answer about where they stand financially — and what to actually do about it.
Maybe you've been running the household finances and you're starting to wonder if you're doing it right. Maybe a life change — divorce, widowhood, retirement, inheritance, caring for parents — has reshaped your money picture. Maybe you just want to know: am I okay?
Patricia's promise: Your results are yours. We won't sell your information. We won't bombard you with daily emails. The Checkup is a tool to help you — not a funnel to harass you.
Ready to find out?
Five minutes. Honest answers. Real tools. That's it.
Take the Checkup →Have a question first? Talk to Patricia directly.