Financial Health Assessment

How's Your Financial Health

Take this quick survey to get a clear view of your financial picture. See what's working, what might need attention, and where to focus next.

Get Your Score

Creatives, Entertainers, and Athletes

Managing income from tours, contracts, royalties, or brand deals.

Startup Founders and Entrepreneurs

Planning around equity events, liquidity, and fast-changing revenue cycles.

Independent Professionals and Hybrid Earners

Balancing freelance, W-2, and business income streams.

Step 1: Fill out the survey

5 minutes. No prep. Just straightforward questions to help us understand your financial world.

Step 2: Schedule a call

Get a link to book a one-on-one session to review the results. No pressure, no strings attached.

Step 3: Get a professional review

We’ll walk you through the analysis, highlight opportunities, and offer insights you can use, whether we end up working together or not.

Cresvita Capital LLC (“CC”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by CC in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant an applicable state exemption.