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Personal Finance Assessment

This assessment will review your overall financial health and help determine your confidence level in managing finances.





a.
 Completely confident  

b.
 Mostly confident  

c.
 Less confident  



a.
 Very solid, no concerns  

b.
 Mostly solid, few concerns  

c.
 Somewhat solid, number of concerns  

d.
 Mostly shaky, many concerns  



a.
 Cover it and be fine  

b.
 Cover, but big impact on savings  

c.
 Borrow against retirement  

d.
 Borrow or use credit cards  

e.
 No idea / no options for it  



a.
 Yes  

b.
 No  



a.
 Nothing  

b.
 Under $10,000  

c.
 $10,000 - $49,999  

d.
 $50,000 - $99,999  

e.
 $100,000 - $199,999  

f.
 $200,000 +  


a.
 Nothing  

b.
 Under $5,000  

c.
 $5,000 - $19,999  

d.
 $20,000 - $49,999  

f.
 $50,000 - $99,999  

e.
 $100,000 +  



a.
 Nothing  

b.
 Under $10,000  

c.
 $10,000 - $29,999  

d.
 $30,000 - $49,999  

e.
 $50,000 +  



a.
 Nothing  

b.
 Under $5,000  

c.
 $5,000 - $9,999  

d.
 $10,000+  



a.
 Nothing  

b.
 Under $5,000  

c.
 $5,000 - $9,999  

d.
 $10,000+  



a.
 Nothing  

b.
 Under $50,000  

c.
 $50,000 - $99,999  

d.
 $100,000 - $199,999  

e.
 $200,000 +  


a.
 Tremendous amount  

b.
 Considerable amount  

c.
 Quite a bit  

d.
 Only some  

e.
 Not very much  

f.
 Really none at all  


a.
 Retirement savings  

b.
 Emergency savings  

c.
 Student loans, credit card and medical debt  

d.
 Savings for large purchases  

e.
 Making ends meet  

f.
 College education  

g.
 Housing / mortgage  


a.
 Strongly Agree  

b.
 Somewhat agree  

c.
 Somewhat disagree  

d.
 Strongly disagree  



a.
 Strong confidence  

b.
 Confidence  

c.
 Only some  

d.
 Very little  

e.
 None at all  


a.
 No, but wish I did  

b.
 No, and don’t need one  

c.
 Yes, I have someone