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This is Financially Smart.

Take our FREE Financial Health Checkup

It’s natural to wonder how well you are doing financially. This assessment measures the quality of your personal finance habits and your results based on your own expectations.

You will be scored immediately.
You will NOT be asked any personal information (eg name, address, email, phone). It's totally free and confidential.

It will take under 2 minutes and taking our Financial Health Checkup is Financially Smart.

Instructions:
For each statement below, select the response that best describes you.
You must answer all questions to get a valid score.
Select "Not like me" if an item does not apply to your situation.

Financial Health Checkup

I only spend money when I know it’s within my budget:
I often resist the temptation to buy impulsively:
I pay all of my monthly bills in full:
I pay all of my monthly bills on time:
I am usually aware of my current account balances (cash, savings, investments):
I have not overdrawn any account in the past three years:
I save at least 10% of my take home pay:
I pay off my credit card balances in full each month:
I know the interest rates on all my loans and credit cards:
I have enough money saved to pay for unexpected expenses without going into greater debt:
I am comfortable with the risk level (volatility) of my investments:
I am comfortable with the performance (rate of return) of my investments:
I know my net worth (at least 90% accurate):
I have adequate property and casualty insurance to protect my family and me:
I have adequate disability insurance to protect my family and me:
I have adequate life insurance to protect my family
I enjoy the work I do:
I feel I am fairly compensated for the work I do:
I make best use of the employee benefit choices available to me:
I will be able to afford major purchases when the time comes (home, college, wedding, etc):
I have saved or are saving enough to keep me comfortable in my retirement years:
I am aware of the tax implications of my financial decisions:
I have made legal arrangements for my financial affairs to be handled upon my illness or death:
I have documented my assets and liabilities, passwords and access codes and other financial information and made the location known to my appointed representative:

I am satisfied with my current lifestyle:
    

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