How it works
Check in with your financial health
Quick questions. Real insight. Your next move.
Answer our quick assessment to see how you can improve your Financial Health Score:
- Simple yes/no questions
- Get a personalized snapshot of your financial habits
- Spot what’s working and what might need a tweak
- No stress and no number crunching — just real advice to help you take control of your financial future
After finishing the quiz, you’ll receive a personalized visual that shows how you score in seven key areas. This will help guide your next steps.
You’ll be scored based on the following key areas:
Budgeting
Planning and tracking your money to stay on top of where it's going.
Saving
Spotting chances to keep more money in your pocket.
Investing
Growing your money with purpose and a plan.
Financial Health/Awareness
Gaining clarity and confidence in how you manage, spend and plan.
Borrowing
Building strong credit habits that help you reach your goals without taking on too much.
Habits
Establishing consistent routines to support your long-term financial wellness.
Planning
Creating your vision and establishing a mindset that supports your money goals.
