Here's How It Works

Measure your Financial Wellness

You will be given a series of statements based on the seven key areas of financial wellness. On a scale of 0 to 5, rank how well that statement describes you with zero being not at all and 5 being on target.

When you are finished, you will be sent a financial wellness score that ranks you out of 100% along with a detailed report and specific actions you can take right now to improve your score.