Financial Wellness Assessment

1

On a scale of 1-10, how would you rate your handle on your personal finances?

Feel Terrible Feel Confident

5

2

On a scale of 1-10, how would you rate your knowledge of where your money is being spent?

I have no idea I know where every penny is going

5

3

On a scale of 1-10, how would you rate your understanding of what you earn and can afford to save and invest each year?

I don't pay attention or have a clue I know exactly how much to save

5

4

On a scale of 1-10, how would you rate your understanding of how your money is invested and if it is the right mix for your financial goals?

I try not to look at it I know exactly how to invest

5

5

On a scale of 1-10, how confident are you that you can retire when you want?

I'm going to have to work forever Completely confident

5