Evaluating Your Financial Wellness

Take the quiz to determine where your financial wellness stands.

A budgeting app.

A spreadsheet or other method.

Yikes! I need to start tracking that stuff.

What’s an emergency fund?

Three to six months of expenses, just like my advisor recommended.

I’ve got a plan and I’m working on it!

Retirement sounds great, but I don’t think I can afford it.

I’m getting it on track.

Building a retirement plan made my entire financial life healthier and happier.

Thanks for reminding me! It was on my to-do list.

I’m afraid to look.

My credit score is an accurate reflection of my financial picture.

Hide under a bed.

Taxes are what they are, but at least I have a plan.

This year is going to be a little different, so I’m consulting a financial professional.