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.
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