Free Financial Wellness Assessment
Benchmark your financial wellness today
How much do your financial situation and choices provide you with security and freedom of choice?
That's exactly what financial wellness means. It can be helpful (and motivating!) to track this over time and see how you are progressing.
This quick 10-question survey will give you an idea of your level of financial wellness and how you stack up compared to an average American. You don't need to disclose any personal financial information to get your results, so no need to dig up paperwork or log into bank accounts.
Quick
This won't take more than 10 minutes and doesn't require digging up personal financial details.
Personalized
You'll get personalized insights based on your results, delivered via email or a free 20 minute session - the choice is yours.
Credible
Developed by researchers at the Consumer Financial Protection Bureau (CFPB) as a tool to understand your own personal situation better.
FAQs
Yes, absolutely.
Yes! This questionnaire will help measure your financial well-being regardless of income level, debt level or net worth.
Fill out the form and decide if you if you want to get results via email only or via email and a free 20 minute session to review 1-on-1.
You'll get a link to the survey in your email and can expect your results (over email) in 1-2 business days.
If you sign up for a free consultation, the email with your results will have a link to get that scheduled.
We'll do introductions, review your financial well-being score and benchmark you against the average American. We'll have personalized recommendations prepared that might help you improve your score.
I'm Crystal Hadaway, a Financial Advisor in Nashville, Tennessee.