Financial Wellness Score & Survey

March, 2021

Before you take the Survey

  • The survey, nor do any of the questions collect any personally identifiable data. The process is anonymous.
  • There are no right or wrong answers. Each answer is subjective to your current circumstances. Answering them as truthfully as possible, will provide you with the best assessment.

Financial Wellness Survey

Understanding your score

“Wealth consists not in having great possessions, but in having fewer wants.”

– Epictetus

A reference chart for the score is as below:


Very low financial health


Low financial health


Average financial health


Good financial health

> 90

Excellent financial health

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Take a quiz on essential finances

Take a quiz on mutual fund trivia

Take a quiz on insurance trivia