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💰 Financial Wellbeing Assessment
Understand your financial health in just a few simple questions
1
Part 1
2
Part 2
3
About You
Part 1: How well does this statement describe you?
1
Because of my money situation, I feel like I will never have the things I want in life.
Completely
Very much
Somewhat
Very little
Not at all
Part 1: How well does this statement describe you?
2
I am just getting by financially.
Completely
Very much
Somewhat
Very little
Not at all
Part 1: How well does this statement describe you?
3
I am concerned that the money I have or will save won't last.
Completely
Very much
Somewhat
Very little
Not at all
Part 2: How often does this statement apply to you?
4
I have money left over at the end of the month.
Always
Often
Sometimes
Rarely
Never
Part 2: How often does this statement apply to you?
5
My finances control my life.
Always
Often
Sometimes
Rarely
Never
Part 3: Tell us about yourself
How old are you?
18–61
62+
Part 3: Tell us about yourself
How did you take the questionnaire?
I read the questions myself
Someone read the questions to me
Your Financial Wellbeing Score
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Suggested Actions
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