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Before You Begin
Cashflow Reset™ · Before You Begin
Before You Begin —
Here's What to Have Ready
Here's What to Have Ready
Gathering these items now means you won't have to stop mid-way through. The whole process takes about 15–20 minutes.
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Bank or Credit Card Statements Last 1–2 months. Used to upload your spending via CSV or enter manually.
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Monthly Take-Home Income After taxes — what actually hits your bank account each month.
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Interest Rates on All Debts APR for each credit card, loan, or mortgage. Found on your statements.
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Fixed Monthly Expenses Rent/mortgage, car payments, student loans, personal loans — with balances and monthly amounts.
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Credit Scores from All 3 Bureaus Equifax, Experian, and TransUnion. Free at AnnualCreditReport.com.
Don't have everything? You can still complete the tool with estimates — you can always update later.
INSURE WITH CHERYL
Secure Today · Build Tomorrow
See exactly where your
money is going
money is going
The Cashflow Reset™ walks you through your spending, credit scores,
and debt so you can take control — starting today.
- Upload your bank statement for instant spending analysis
- Track all three credit bureau scores and your middle score
- See the true cost of every debt you carry
- Get your personalized action plan
Important: This tool is for educational and
organizational purposes only. Results are estimates based on the
information you provide.
Step 1: Your Spending
Upload a bank statement (CSV) or enter your monthly spending below.
Upload Bank Statement (CSV)
Tap to upload your bank statement
CSV format · Processed locally — never uploaded to any
server
Privacy: Your bank data is read only in your
browser. It is never sent anywhere.
Or Enter Monthly Amounts Manually
Your Spending Picture
Here is where your money is going each month.
Monthly Income
$0
Total Spending
$0
Left Over
$0
Savings Rate
0%
Where It Goes
What This Means For You
Reminder: These figures are based on the numbers you
entered. This is not financial advice.
Step 2: Your Credit
Enter your scores from all three bureaus. Your middle score is what
most lenders use.
Enter All Three Bureau Scores
Not sure? Get all three free at AnnualCreditReport.com
Step 3: Your Debt
Add each debt to see the real cost — including total interest you will
pay.
Add a Credit Card
Your Results
Cashflow Reset™ Report
Financial Snapshot
Your Personalized Next Steps
Disclaimer: This report is for educational purposes
only and does not constitute financial, legal, or insurance advice.
Results are estimates based on information you provided.
Ready For Your Next Level?
Book a Complimentary
Strategy Call
Strategy Call
Dr. Cheryl will review your numbers and build a plan around your
specific situation.
Book My Strategy Call →
insurewithcheryl.com · Secure Today. Build Tomorrow.