Why should an immigrant family take a financial readiness assessment soon after arriving?

Because the first year sets the trajectory, and it's easy to miss things that compound. A structured readiness check surfaces the basics newcomers often overlook: confirming health coverage with no gap, getting on the credit grid early, capturing the 401(k) match, setting correct tax withholding, building a visa-appropriate emergency fund, and understanding your tax-residency status. It also flags decisions unique to your situation, whether to open a 529, how to handle accounts back home, and how to send money cheaply. Rather than learning these one crisis at a time, an assessment gives you a prioritized checklist in 15 minutes so you act in the right order. Treat your first 90 days as a setup sprint. See wealthserene.com/assessments/immigrant-readiness.