Financial Health Assessment

5 minutes to discover your financial strengths and opportunities

Question 1 of 8
Question 1 of 8
Do you have a budget that you actively track?
Yes, I track every expense meticulously
I have a rough budget in my head
I check my account balance occasionally
No, I don't track my spending
Question 2 of 8
How much do you have in emergency savings?
6+ months of expenses
3-5 months of expenses
1-2 months of expenses
Less than 1 month or nothing
Question 3 of 8
What's your current debt situation?
No debt (except maybe mortgage)
Low-interest debt with a payoff plan
High-interest debt, no clear plan
Multiple debts, feeling overwhelmed
Question 4 of 8
Are you investing for retirement?
Yes, maxing out 401(k) and IRA
Yes, contributing regularly
Started, but inconsistent
Not yet investing
Question 5 of 8
How would you describe your investment knowledge?
Advanced - I understand asset allocation
Intermediate - Know the basics
Beginner - Learning the terminology
None - Completely new to investing
Question 6 of 8
Do you have a financial goal you're working toward?
Yes, clear goals with timeline & plan
Yes, but no concrete plan yet
Vague ideas, nothing specific
No specific financial goals
Question 7 of 8
How often do you review your finances?
Weekly or monthly
Quarterly
Once or twice a year
Rarely or never
Question 8 of 8
What's your biggest financial concern right now?
Getting out of debt
Building emergency savings
Planning for retirement
Making major financial decisions (home, car)
General financial education
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Financial Health Score

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