Financial Wellness Checkup

Finances are one of the biggest stressors in our lives. But how we feel about our finances can matter just as much as what we have. This short activity helps you reflect on both your current financial situation and how secure you feel about your future by answering 6 questions.

Expected Future Financial Security

1. I am securing my financial future.

Does not describe me Slightly describes me Somewhat describes me Mostly describes me Describes me completely

Please choose an option.

2. I will achieve the financial goals that I have set for myself.

Does not describe me Slightly describes me Somewhat describes me Mostly describes me Describes me completely

Please choose an option.

3. I will be financially secure until the end of my life.

Does not describe me Slightly describes me Somewhat describes me Mostly describes me Describes me completely

Please choose an option.

Current Money Management Stress

4. My finances control my life.

Does not describe me Slightly describes me Somewhat describes me Mostly describes me Describes me completely

Please choose an option.

5. Whenever I feel in control of my finances, something happens that sets me back.

Does not describe me Slightly describes me Somewhat describes me Mostly describes me Describes me completely

Please choose an option.

6. I am unable to enjoy life because I obsess too much about money.

Does not describe me Slightly describes me Somewhat describes me Mostly describes me Describes me completely

Please choose an option.

You are ...

What’s next?

Short, practical reads to help you strengthen confidence, control, and everyday money habits:

3 Tips to improve your financial wellness

Quick, actionable ways to build momentum.

Dual income, no wealth, how do you build for the future?

Here’s how to supercharge your financial security and wealth creation.

Is your lifestyle impacting your financial wellness?

Spot patterns that help—or hinder—financial health.

The key to being happy with your finances

Objective realities like income and total wealth do matter to financial wellbeing, but not as much as you might think.

Why financial success does not equal financial wellness

How confidence, control, and habits shape your experience.