Take This Assessment to Determine the Wellness

of Your Financial Foundation

Financial Wellness Assessment

Answer each question by selecting the best choice that describes your current financial situation.

1. How often do you track your income and expenses? *

2. How confident are you in your ability to stick to a budget each month? *

3. How would you rate your level of preparedness for an emergency (unexpected expense, job loss, etc.)? *

4. How would you rate your ability to manage and reduce your debt? *

5. How confident are you in your knowledge about saving for retirement (e.g., IRAs, 401(k), pensions)? *

6. How frequently do you review and adjust your savings and investments? *

7. How well do you feel you understand your credit report and how to manage your credit score? *

8. How would you rate your current level of savings for short-term goals (e.g., emergency fund, vacations, purchases)? *

9. How comfortable are you with making decisions about investments (stocks, bonds, real estate, etc.)? *

10. How often do you think about or review your long-term financial goals (e.g., retirement, buying a home, business goals)? *

11. How confident are you that your financial decisions are aligned with your long-term goals? *

12. How would you rate your overall financial literacy (understanding of financial concepts, budgeting, investing, insurance)? *

Tell us who you are to get your score and find out what it means regarding your financial wellness.

First Name *

Last Name *

Email *

Phone *

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Your Financial Wellness Assessment Score

Now, make sure to click submit at the bottom to learn what your score means and get action steps to help improve your financial wellness.