Financial Fitness Health Assessment
Please answer the questions truthfully and to the best of your ability in order to receive accurate Financial Fitness Assessment results.
Email address *
My first name is *
My zip code is
My phone number is
My age is *
I am *
I have *
What matters most to me right now is to *
My yearly household income is *
My total debt (credit cards, auto loans, student loans, etc.), NOT including primary mortgage, is *
My savings account has a balance of *
I have open credit card accounts *
Can you pay $1,000 in cash for an emergency? *
If I lost my income, my savings would last me *
I currently invest a percentage of my income *
I currently save for kid's college *
My housing situation is *
I am planning to buy a house in the next *
When it comes to my financial fitness health and handling my money, I feel *
My financial future looks *
Because of my money situation, I feel like I will never have the things I want in life. *
I can enjoy life because of the way I’m managing my money. *
I am just getting by financially. *
I am concerned that the money I have or will save won’t last. *
Giving a gift for a wedding, birthday or other occasion would put a strain on my finances for the month. *
I have money left over at the end of the month. *
I am behind with my personal finances. *
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