Financial Health Check-up
Answer five quick questions to see how you're doing, and we'll share some resources to help improve your financial well-being.
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Question 1 of 5
Have you established financial goals?
Setting goals is an important step toward achieving financial well-being.
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Question 2 of 5
Finish this sentence:
The total debt I owe is...
Debts might include your student loans, credit cards, or medical bills. Your mortgage doesn't count toward this.
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Question 3 of 5
How much of your income goes toward your expenses?
Your fixed monthly expenses may include housing, internet, car payments, etc.
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Question 4 of 5
How much of your income are you saving each month?
Don't forget to include your retirement contributions!
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Last question!
Overall, how are you feeling about your finances?
Remember, there are no wrong answers and this assessment is totally anonymous.
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