Combined Assessment

Stop guessing. Get a dual recommendation for Digital & Money.

Answer 10 quick sliders (0–5). We’ll calculate your readiness and suggest the right next step on both sides—marketing and money.

👩‍💻 OnPoint Digital

Brand Identity Clarity: “My business has a defined brand kit (colors/fonts) and a consistent mission statement.”

Digital Ownership: “I own my domain, have a professional email, and a basic working website.”

Content Cadence: “I publish consistently (e.g., 3×/week) on my main platforms.”

Short-Form Video System: “I have a process for creating/editing/publishing Reels/TikTok/Shorts.”

Conversion Funnel: “My website & email list generate leads automatically.”

💰 OnPoint Money

Financial Separation: “Personal and business funds are fully separated.”

Proactive Budget: “I project income/expenses 3 months forward.”

Data Cleanliness: “All transactions categorized & reconciled within 30 days.”

Tax Readiness: “I track and set aside funds for quarterly/annual taxes.”

Financial Review Cadence: “I hold monthly/quarterly reviews vs. my plan.”

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Your recommendations are based on self-reported scores and are not a guarantee of service. You will be contacted with next steps concerning your assessment results. We look forward to working for you!

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