Financial Fitness Assessment
“Score your money habits like gym reps. Takes ~2 minutes. Your results + next steps will be emailed.”
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Email *
Name *
Phone Number *
Your Money “Reps” (1–5 scale)
1= Needs Work 3= Average 5= Excellent
How consistent are you with a monthly budget? *
1 point
How regularly do you save or invest a portion of your income? *
1 point
How well are you reducing/controlling debt? *
How confident are you choosing/managing investments? *
How close are you to 3–6 months of expenses saved? *
Are your financial goals clearly defined and written? *
How confident are you about your financial future? *
How prepared do you feel for long-term financial independence? *
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