Welcome to the Financial Wellness Experience!
In order to chart a course for where you want to go, you must first know where you currently are. The path to Financial Wellness is no different. Do you know where you stand where it matters most to your financial goals?
CRN202512-3501666
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How old are you?
Please identify the parties that live in your home.
(select all that apply)
Do you own or rent your living space?
What is your total household income?
How do you save money?
Do you feel confident in your current financial plan, and progress towards retirement?
How much money do you have saved in checking and/or savings accounts?
How often do you check your retirement account balances? (401K's, IRA's, pensions, etc)
How much money do you have saved in accounts earmarked for retirement?
Do you own life insurance or disability income insurance outside of your employer's group plan?
What types of debt do you have?
(select all that apply)
Do you make money goals?
Do you have a will?
Have you ever made a financial plan?
A Little About You
Please input the requested information below, to enable us to provide you with additional information regarding your assessment results.
You are ready to calculate your Financial Wellness!
You have to know where you are, in order to chart a course to where you want to go. We want to help you build confidence to set and pursue your financial goals. Let's see where you currently stand!
Green: You are taking the right steps towards reaching your financial goals. Additional guidance can help maximize your potential and take your success to the next level.
Yellow: You are on the right track, but there is room for improvement. A few minor adjustments will position you on the path to success.
Red: Without a serious course correction, your financial goals run the risk of being out of reach. There are options available to you to get back on track.
Thank you for completing the Financial Wellness Experience assessment! We hope your results will help you understand the areas in which you are on the right track, and the areas in which some extra guidance from your advisor would help.
Your Financial Wellness Score is:
Curious about how you can improve your Financial Wellness? Working with a financial planner can help you better understand your current situation, and identify an action plan accordingly.