Financial Wellness Quiz

We're so glad you're here.

We created the Financial Wellness Quiz so early career professionals like you can find out where you are healthy and where you might need to focus to improve your personal financial well-being. Once you complete the quiz, check your inbox right away to review your "Report of Findings" and take the next steps to improving your financial wellness.

0 = I have not addressed this at all
4 = I have given this some attention
7 = I am doing really well here
10 = I have totally mastered this

I. Money Mindset and Being Organized

1. My positive money mindset helps me to see opportunities and be overall optimistic about the future.

2. I am confident in my ability to make good financial decisions.

3. I have a system for managing financial paperwork so I can find things when I need them.

4. I keep current and accurate financial records so I know where I stand.

5. I keep receipts for deductible expenses and that makes it easy to prepare my tax return.

II. Financial Plan

1. I have a clear financial plan with required steps and deadlines for all high priority projects.

2. I review my financial situation at least twice a year to see how I'm progressing against my goals

3. My estate documents (will, etc.) provide clarity to what I want to happen when I die.

4. I use my employee benefits effectively as part of my overall financial plan.

5. I have a career path that will help me reach my financial goals.

III. Cash Flow and Debt Management

1. I have 3-4 months of available cash so I don't need to use my credit card for emergencies.

2. I always pay my bills on time to avoid penalties and fees.

3. I have a clear understanding of what I owe and to whom and a plan to pay off all debts.

4. I pay myself first by contributing at least 10% of gross income to a retirement account.

5. I feel like my finances are on track with my goals.

IV. Making My Money Grow

1. All my investments work together to help me reach my financial goals.

2. I consider myself an experienced stock market investor

3. I make good use of my employer savings plan options at work.

4. I have a long-term perspective for my investments and don't worry about short-term changes.

5. I am comfortable with financial risk, knowing the value of my investments will fluctuate.

V. Bonus Questions if You're Married or Have a Partner

1. My spouse/partner and I talk about how much money we make, save and spend to help us reach our goals.

2. Our estate documents (wills, etc.) provide clarity to what we want to have happen when we die.

VI. Your Commitment Level (0 = not very committed, 10 = I am very committed!)

1. I am ready to discover what I need to do to make the best use of my money.

2. I am open to investing in the support and guidance I need to take care of my personal finances.

Please provide your name and best email
to receive your Report of Findings.

The information submitted with this assessment will be processed and used by Steve Juetten for the purpose of sending you your assessment results.