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Financial Health Assessment
Evaluate your financial wellness and get personalized recommendations
Financial Health Assessment Progress
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Discover Your Financial Health Score
Take our comprehensive financial assessment to understand where you stand and get personalized recommendations to improve your financial wellness. This assessment covers all key areas of personal finance and takes about 10 minutes to complete.
Get Clarity
Understand exactly where you stand financially with a clear, objective assessment of your current situation across all key areas.
Personalized Plan
Receive customized recommendations and action steps tailored to your specific financial situation and goals.
Track Progress
Monitor your improvement over time and celebrate milestones as you strengthen your financial foundation.
What's Covered in the Assessment
Emergency Fund
- Do you have 3-6 months of expenses saved?
- Is your emergency fund easily accessible?
- Do you regularly contribute to it?
20% of total score
Debt Management
- Are you paying more than minimums on debt?
- Do you have a debt payoff strategy?
- Is your debt-to-income ratio under 36%?
20% of total score
Retirement Savings
- Are you saving at least 10% for retirement?
- Do you have a retirement plan?
- Are you maximizing employer matches?
25% of total score
Insurance Protection
- Do you have adequate life insurance?
- Do you have disability insurance?
- Is your health insurance adequate?
15% of total score
Investment Strategy
- Do you have an investment plan?
- Are your investments diversified?
- Do you review/rebalance regularly?
20% of total score