Financial Wellness Assessment
Knowing your strengths and weaknesses is the first step toward building financial wellness.
The Financial Wellness Assessment lets you take a step back, analyze your spending, budgeting, and saving habits so you can reflect on how you’re currently managing personal finances. This assessment addresses your individual financial decisions and goals before giving you recommendations on where you can improve and how to get started. It also provides a slew of online resources which have been created specifically to help people gain financial freedom.
Find out what you're doing well and what you could be doing better -- select Get Started to begin and answer questions as prompted.
Learn More About BudgetingRead more on our blog
Preparing For a BabyJuly 19, 2021
5 Steps to Prepare for a Big PurchaseJune 28, 2021
Vacation PlanningJune 21, 2021
Neither Banzai nor its sponsoring partners make any warranties or representations as to the accuracy, applicability, completeness, or suitability for any particular purpose of the information contained herein. Banzai and its sponsoring partners expressly disclaim any liability arising from the use or misuse of these materials and, by visiting this site, you agree to release Banzai and its sponsoring partners from any such liability. Do not rely upon the information provided in this content when making decisions regarding financial or legal matters without first consulting with a qualified, licensed professional.