All Resources Financial Are you focused on your financial well-being?

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Are you focused on your financial well-being?

1. What are your top 3 financial concerns?

2. Please rate your agreement with the following statements.

  • Strongly Agree
  • Agree
  • Neither Agree Nor Disagree
  • Disagree
  • Strongly Disagree
Finances are not a significant source of stress for me
I can handle a major expense
I am able to meet my basic monthly expenses
I know how to manage my finances
I have a budget plan
I am able to save money each month
I am prepared for a financial emergency
I know how to make well-informed investment decisions
I review my financial security benefits (e.g., life insurance level) every 3 years or less
3. How many months of expenses do you have saved in your emergency fund?
4. How often do you review your budget?
5. How much of your monthly earnings do you save per month?
6. Select the type of debt you currently have (check all that apply)
7. Which of the following debt reduction techniques are you using?

These results should be used for educational purposes only. They are not meant to provide a medical or psychological diagnosis. Please consult with a licensed professional on specific challenges or symptoms you may be experiencing.