Get Financially Organized and Create Your Wealth Momentum


A free video-guided assessment to help you organize your financial life, reduce overwhelm, and start building wealth with more clarity, confidence, and momentum.

What You’ll Get Inside the Free Assessment

A Simple Financial Clarity Check-In

Start by identifying what feels organized, what feels scattered, and where your financial life may need more structure.

The 7 Pillars of Financial Organization

Walk through the core areas of your financial life: cash flow, accounts, protection, taxes, retirement, wealth building, and life alignment.

Your Wealth Momentum Next Steps

Use the guided workbook and video walkthroughs to clarify what to focus on next so your money starts feeling more intentional, organized, and aligned.

Your money shouldn’t feel scattered, unclear, or heavy.

You may have built a beautiful life, but your financial world may still feel more disorganized than you’d like. Old retirement accounts, unclear investment choices, inconsistent systems, financial anxiety, or simply not knowing where to start can create a lot of mental weight.

This free assessment is designed to help you pause, organize the pieces, and begin seeing your financial life with more clarity.

This free assessment is for you if…

You have old retirement accounts, investment accounts, or financial pieces that feel scattered.

You want to feel more organized and confident, but you’re not sure where to start.

You know your money could be working more intentionally for your future.

You feel overwhelmed by accounts, taxes, retirement, investing, or planning.

You want a simple, supportive process — not shame, pressure, or perfection.

You’re ready to turn financial clarity into wealth momentum.

By the end of the assessment, you’ll have more clarity around…

This simple, video-guided process helps you pause, organize the pieces, and identify what needs your attention next without shame, pressure, or perfection.

Where Your Money Is

See the accounts, systems, and financial pieces that make up your current picture.

What Matters Most

Connect your financial decisions to your values, priorities, goals, and long-term vision.

What Needs Attention

Identify the areas that feel unclear, outdated, scattered, or overwhelming.

Your Next Best Step

Leave with a clearer sense of what to organize, simplify, or build next.

Money Overwhelm Isn’t Just About the Numbers

Money overwhelm can show up as avoidance, decision fatigue, guilt around spending, anxiety about the future, or feeling emotionally exhausted from carrying financial responsibility alone.

This free assessment is designed to help you pause, organize the pieces, and begin seeing your financial life with more clarity.

Meet Your Guide

A Clearer Financial Life Starts With One Step

Hi, I’m Nicki Slattery, founder of Radiant Wealth Advisory, LLC, a state-registered investment adviser based in Cincinnati, Ohio. I help individuals, couples, creatives, and small business owners bring more structure, clarity, and intention to their financial lives.

This free assessment is designed to offer a simple starting point. You’ll begin identifying what feels organized, what feels scattered, and what may need attention next — without pressure, shame, or a sales pitch.

Educational resource only. Completing the assessment does not create an advisory relationship.

Radiant Wealth Advisory, LLC is a state-registered investment adviser located in Cincinnati, Ohio. Registration as an investment adviser does not imply any level of skill or training.

This material is provided for general informational and educational purposes only and should not be construed as individualized investment, financial planning, tax, legal, or insurance advice. Downloading this resource or subscribing to our email list does not create an advisory relationship with Radiant Wealth Advisory, LLC. Advisory services are provided only pursuant to a written agreement.

Information presented is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. No strategy, planning concept, or investment approach can guarantee results. Investing involves risk, including possible loss of principal.

Radiant Wealth Advisory, LLC does not provide tax or legal advice. You should consult qualified tax, legal, or other professionals regarding your specific circumstances.

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