What's a financial wellness assessment and how do I find it?

A financial wellness assessment is a great way to review your finances. It'll let you know where you're doing well and where you can find opportunities to improve. By answering eight simple questions, you’ll get insight into how you’re doing in four key areas:

  • Saving
  • Spending
  • Borrowing 
  • Planning 

To start the assessment, visit our Financial Wellness Assessment page. To use your mobile device, follow the steps below:

U.S Bank Mobile App 

  1. Select Products & offer in the lower right corner. 
  2. At the top of the page, choose Moments.
  3. Select one of the following life moments.
    • Buying your first home
    • Buying your next home
    • Planning for the future
    • Getting married
    • Starting a family
  4. Scroll to the Related products & tools section and select financial health assessment, then Start the assessment