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SMART Money Wellness Assessment 

5 Keys financial coaching is committed to helping you develop in the area of financial health. 
1.Employer Name 
2.I manage my money well(Required.)
1. Strongly disagree
2. Disagree
3. Neither agree nor disagree
4. Agree
5. Strongly agree
3.How prepared do you feel for an unexpected expense of $2,000?(Required.)
1. Not very prepared
2. 
3. Somewhat prepared
4. 
5. Very prepared
4.How prepared are you for retirement?(Required.)
1. Not very prepared
2. 
3. Somewhat prepared
4. 
5. Very prepared
5.How satisfied are you with your current generosity?(Required.)
1. Not satisfied
2. 
3. Somewhat satisfied
4. 
5. Very satisfied
6.How confident are you in your plan to reduce personal debt?(Required.)
1. Not confident
2. 
3. Somewhat confident
4. 
5. Very confident
7.How confident are you that you have the right amount of insurance protections?(Required.)
1. Not confident at all
2. 
3. Somewhat confident
4. 
5. Very confident
8.How happy are you with your current spending habits?(Required.)
1. Not happy at all
2. 
3. Somewhat happy
4. 
5. Very happy
9.How well are you following your budget?(Required.)
1. Not well
2. 
3. Somewhat OK
4. 
5. Very well
10.How often do you feel stress over your finances?(Required.)
1. Very often
2. 
3. Occasionally
4. 
5. Never
11.How often does financial stress negatively affect your relationships?(Required.)
1. Very often
2. 
3. Occasionally
4. 
5. Never
12.To what degree do your finances align with your personal life goals?(Required.)
1. Not at all
2. 
3. Somewhat
4. 
5. Perfectly aligned
13.(optional) If you would like to meet with a coach for 2 sessions to build your spending Plan enter your info below.