Our Financial Health Checkup is a comprehensive assessment tool designed to evaluate your overall financial wellness across six critical areas. In just 10 questions, you'll receive a personalized score and actionable recommendations to improve your financial situation.

What We Evaluate

• Emergency Fund: Do you have adequate savings for unexpected expenses?
• Debt Management: How well are you managing your debt obligations?
• Savings & Investments: Are you building wealth for the future?
• Retirement Planning: Are you on track for a comfortable retirement?
• Insurance Coverage: Do you have proper protection against risks?
• Budgeting & Planning: Are you in control of your finances?

How It Works

1. 1. Answer 10 questions honestly about your financial situation
2. 2. Get your overall financial health score (0-100%)
3. 3. See detailed scores for each of the 6 categories
4. 4. Receive personalized recommendations for improvement
5. 5. Get priority actions ranked by importance

Why Take This Assessment?

Understanding your financial health is the first step toward financial freedom. This checkup helps you:

• • Identify your financial strengths and weaknesses
• • Get a clear benchmark to track improvement over time
• • Receive expert recommendations tailored to your situation
• • Prioritize which financial areas need immediate attention
• • Build confidence in your financial decision-making

Scoring Guide

• 90-100% (Excellent): You're in great financial shape! Keep up the good work.
• 75-89% (Good): You're doing well with room for optimization.
• 60-74% (Fair): Solid foundation but needs attention in some areas.
• 40-59% (Needs Work): Several areas need improvement.
• 0-39% (Critical): Immediate action required to improve financial health.