Financial Wellness Assessment

Your financial life is more than income and expenses - it’s about feeling secure, confident, and prepared for what’s ahead. This assessment helps you take a closer look at where you are today and where small changes could make a big difference.

In less than three minutes, you can:

Get a personalized snapshot across key areas like spending, saving, borrowing, and planning.
Get feedback for key steps to consider now.
Track your progress over time when you register for an account.

A young woman completes a financial health assessment.

The following questions ask you to reflect on your financial life.

If you aren't sure about an answer, just take your best guess.

Click the button below to get started.

You'll get personalized feedback at the end.

Your Previous Assessments

Click a bar to review your previous feedback or scroll down to update your score.

Consider re-taking this assessment every few months to track your progress.

Income: Question 1 of 1

Complete

Score

Assessment Results:

You're already doing some things right! These targeted steps will help you level up your financial wellness and build lasting habits.

Score

What's Next? Creating Your Plan

Your results highlight where small changes can make a big difference. Start with one step this week, and build from there. Remember, Money Minute is here to help. Explore our courses, tools, and resources to keep learning and growing.

If you're unsure where to begin, consider speaking with a financial professional for personalized guidance.