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Financial Empowerment Self-Assessment

Take this self-assessment to better understand your own financial knowledge, skills, and overall confidence. The financial assessment will also be a tool used by your financial coach to help gain insight and understanding into your financial picture. Helping to identify strengths and areas of opportunity to increase your financial well-being. 

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Question 1 of 15

Do you have dreams for you or your children that require money to make them happen?

A

Yes

B

No

Question 2 of 15

When an unexpected expense or emergencies happen, do you have some money set aside to cover them? 

A

Completely

B

Very well

C

Somewhat

D

Very little

E

Not at all

Question 3 of 15

Are you behind on the mortgage, rent, car payments, or other bills?

A

Yes

B

No

Question 4 of 15

Up to this point in life, where has been the primary source of your financial education?

A

Parents

B

Family/Friends

C

Social Media

D

School

E

Financial Professional

F

Internet

Question 5 of 15

Are you having trouble paying student loans or other debts including if you owe money to family/friends?

A

Yes

B

No

Question 6 of 15

What financial products do you have?

A

Savings Account

B

Checking Account

C

Stocks/Bonds/Mutual Funds/ Annuitiies

D

401k /Retirement

E

Life Insurance

F

HSA (Healthcare Savings)

Question 7 of 15

Do you feel like you're spending too much on things like fees and interest to access and use your money?

A

Yes

B

No

Question 8 of 15

I am securing my financial future

A

Completely

B

Very well

C

Somewhat

D

Very little

E

Not at all

Question 9 of 15

Because of my money situation, I feel like I will never have the things I want in life

A

Completely

B

Very well

C

Somewhat

D

Very little

E

Not at all

Question 10 of 15

I can enjoy life because of the way I'm managing my money

A

Completely

B

Very well

C

Somewhat

D

Very little

E

Not at all

Question 11 of 15

I am just getting by financially

A

Completely

B

Very well

C

Somewhat

D

Very little

E

Not at all

Question 12 of 15

I am concerned that the money I have or will save won't last

A

Completely

B

Very well

C

Somewhat

D

Very little

E

Not at all

Question 13 of 15

Giving a gift for a wedding, birthday or other occasion would put a strain on my finances for the month

A

Completely

B

Very well

C

Somewhat

D

Very little

E

Not at all

Question 14 of 15

I have money left over at the end of the month

A

Completely

B

Very well

C

Somewhat

D

Very little

E

Not at all

Question 15 of 15

My finances control my life

A

Completely

B

Very well

C

Somewhat

D

Very little

E

Not at all

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