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.

Tags: Goals, Banking basics, Savings
Published: August 07, 2020

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.


This analysis leverages the Financial Health Network's FinHealth Score® Toolkit. The information generated by the assessment is for educational purposes only and does not constitute investment, financial, tax, or legal advice. In making the assessment available for your use, U.S. Bank is not acting as a financial advisor. Please contact the appropriate U.S. Bank investment, financial, or banking advisor regarding your specific needs and situation.