Financial Wellness Assessment

Question 1 of 10

I have maintained a budget to keep track of my income and expenses.

Question 2 of 10

I set aside some money for savings, even a small amount, focusing on building an emergency fund.

Question 3 of 10

I compared my actual spending against my budget to identify areas where I can cut expenses.

Question 4 of 10

I evaluated my use of financial products (insurance, loans, savings accounts) to ensure they meet my current needs.

Question 5 of 10

I have actively managed my debts to avoid financial strain.

Question 6 of 10

I feel confident in my financial decision-making abilities.

Question 7 of 10

I assessed my long-term financial goals (like retirement) to ensure I am on track or made adjustments as needed.

Question 8 of 10

I review my financial plans regularly to adjust for any changes in my life or economic conditions.

Question 9 of 10

I avoided new unnecessary debt and impulse purchases by sticking to my financial plan.

Question 10 of 10

I feel that my financial situation is stable and under control.