Assess your financial wellness
One of the first steps toward financial wellness is to understand where you’re starting from. Complete eight short questions to find out what you’re already doing well, and where you can find opportunities to improve.
By answering these eight short questions, you’ll get more insight into how you’re doing in four key financial areas: saving, spending, borrowing and planning. This can be a great starting point as you begin to improve your financial wellness.
Your assessment results will help you understand what things you’re already doing well at, and what areas you might want to work on a bit more. We’ll also provide some tips and resources that can help you along your journey toward financial wellness. Your results are confidential and will not be shared.
Ready to begin? Answer the questions below.