Check your financial health — free
Answer 9 quick questions and get a personalized financial health score with specific insights. Takes about 3 minutes.
About you
Used to personalize your score — nothing shared, nothing sold.
Family
Dependents affect your tax situation and financial priorities.
How many children are under your care?
Income & savings
Include all sources — salary, bonuses, self-employment. Be approximate, it all helps.
Do you own a business, including self-employment or freelance work?
Expenses & housing
Don't include debt payments — we'll capture those separately.
Do you own or rent your primary home?
Savings & investments
Select every account you have and enter an approximate balance.
Do you own any vehicles?
Do you own high-value assets such as jewelry, art, or collectibles?
Debt
This calculates your debt-to-income ratio — a key part of your score.
Do you carry a balance on any credit cards?
Do you have student loans (including any for a child)?
Do you have other loan debt such as a HELOC or personal loan?
Insurance & protection
One of the most overlooked parts of financial health.
Do you have life insurance?
Do you have disability insurance?
Do you have long-term care insurance?
Goals & priorities
Last step — this tailors your score and insights.
Do you have a pension or annuity providing guaranteed retirement income?
What other financial goals do you have?
What is your biggest financial concern right now?
Where should we send your score?
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