Take Our Quiz and Discover Areas You May Need to Improve.

If you’re like most people, you may not think about certain critical “Financial Wellness” issues until you face a problem.

Financial wellness is an important factor in helping you live your life to the fullest. But financial wellness is more than just having savings and investment plans. It’s also about your broader financial security, decision-making capacity, and wealth preservation, some of the hardest situations you’ll face later in life.

While there’s no definitive way to predict what financial and personal challenges are in store for you, there are some important things that you can do to help prepare. That’s why the Alliance has created a short, seven-question quiz that gives you an instant Financial Wellness Check-Up Score. It takes just two minutes to complete and generates personalized suggestions on how to improve your score.

IDENTIFY WHERE YOUR RISKS LIE

To help you get a better grasp on what your financial health looks like, the quiz asks questions on topics related to financial literacy, decision-making style, estate planning, emotional stress, and managing your money. Getting your financial house in order is an important step in securing your financial future. Your Financial Wellness Scorecard can help identify risks to your financial and life plans as you move into your retirement years.

FIND SOLUTIONS TO IMPROVE YOUR SCORE

Don’t despair if your financial wellness score isn’t as good as you’d like it to be. There are many factors that impact your score. The results of the check-up will help you identify areas you need to focus on, perhaps with the help of a financial professional.

After you take the quiz, you’ll receive an overall Financial Wellness Check-Up Score and a short wellness risk evaluation. These are just snapshots, and it’s important to remember that they aren’t all-or-nothing. Think of them as a gauge of current threats to your financial wellness, a baseline for your efforts moving forward.

Your Check-Up Score is a great tool for getting started on the path to better financial wellness. Once you’ve spotted weak areas—and make key changes to address them—you’ll be on your way to feeling more optimistic about your financial future!

TAKE THE QUIZ TO FIND OUT We hope that you will use your FINANCIAL WELLNESS SCORE to monitor your risk exposure and take action to improve your overall financial wellness.

  • By taking the quiz, you’ll:
  • Identify and address risks that might affect your financial and life plans.
  • Spend your time more wisely by avoiding unnecessary problems.

Stay on track towards the goals you’ve set for yourself.

Financial Wellness risk levels vary within the spectrum of High, Medium and Low.

After taking the quiz, print out the results and talk to your financial professional about how to best take action to boost your financial wellness.

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License #: 5784065 / Reprint Licensee: Lisa Bussenger

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