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Financial Preparedness Assessment

Take this comprehensive assessment to evaluate your financial health and discover areas for improvement. Answer honestly to get personalized recommendations.

1. Do you have an emergency fund?

No emergency fund Less than 3 months of expenses 3-6 months or more of expenses

2. How do you manage your debt?

Struggling with high-interest debt Making minimum payments Debt-free or paying off aggressively

3. Are you saving for retirement?

No retirement savings Contributing occasionally Contributing regularly (10%+ of income)

4. Do you have adequate insurance coverage?

Little to no insurance Basic coverage only Comprehensive coverage (health, life, disability)

5. Do you follow a monthly budget?

No budget or tracking Informal tracking Detailed budget and regular tracking

6. How diversified are your investments?

No investments Limited diversification Well-diversified portfolio

7. Do you have financial goals and a plan?

No specific goals or plan Vague goals, no formal plan Clear goals with written action plan

8. How often do you review your financial situation?

Rarely or never Once or twice a year Monthly or quarterly reviews

Calculate My Score

Your Financial Preparedness Results

Your Score: 0 / 80

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