Vital31™ Financial Diagnostic & Assessment
The Vital31™ Assessment is a complete 31-point review of your financial life. It identifies gaps, reduces risk, and brings structure to every area of your financial responsibilities. This professional diagnostic evaluates organization, bills and obligations, fraud exposure, legal readiness, and essential support systems for seniors, families, busy professionals, and individuals facing major life transitions.
You’ll receive three clear deliverables:
A one-page Snapshot showing your current status
A detailed Diagnostic Report outlining concerns and gaps
A 30-Day Priority Plan with step-by-step recommendations
Vital31™ gives you a grounded understanding of where things stand, what’s missing, and how to protect yourself moving forward.
Ideal For
Seniors and solo agers
Adult children managing a parent’s finances
Busy professionals and snowbirds
Small business owners
Veterans
Families navigating probate, divorce, or major life changes
Outcome
A fully organized financial picture, reduced vulnerability, and a clear, actionable plan for ongoing oversight and protection.
Ready to understand what needs attention next?
Schedule your Vital31™ Financial Diagnostic & Assessment today.
Sterwyn Financial
📞 520.724.1411
✉️ LMiller@SterwynFinancial.com
🌐 www.sterwynfinancial.com
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Our Location
190 W Continental Rd. Suite 216-149
Green Valley, Arizona 85622