Financial Fitness Quiz
Welcome!
Wondering if you’re financially fit? Take this quick quiz to see how you stack up against others and whether you are on track to meet your financial goals.
Name
First Name
Last Name
Email
example@example.com
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When you think about your money, which word feels most true?
Clear
Cautious
Concerned
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If your income suddenly dropped, how long could your current lifestyle be sustained?
6+ months comfortably
2–5 months with adjustments
Less than a month or unsure
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What best describes your current investing approach?
Strategic and tailored to my long-term goals
Contributing to accounts, but not regularly reviewed
Mostly reactive or not investing yet
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Do you have a written financial plan?
Yes, I review it annually or as life changes
I have a general idea but nothing formal
No plan yet
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Are you using tax strategies to protect and grow your wealth?
Yes—my plan includes tax-efficient investing, retirement savings, and gifting
Some strategies, but not confident I’m maximizing them
I haven’t thought much about taxes beyond filing annually
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When was the last time your insurance and estate plan were reviewed?
Within the last 12–18 months
More than 2 years ago or I don’t remember
I don’t have either in place yet
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Do you feel confident that your wealth is protected from unexpected life events?
Yes—I’ve taken steps to manage risk
Somewhat—I know I need to do more
No—I’m not sure where to begin
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How aligned is your financial life with your values and lifestyle goals?
Very aligned—I know my “why” and how my money supports it
Somewhat aligned—I try, but it’s not always clear
Not aligned—I feel disconnected or stuck
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Are you protecting your legacy and building generational wealth with intention?
Yes—legacy planning is an active part of my financial strategy
It’s a goal, but I haven’t made a plan
Not yet—I’m focused on getting my own finances together first
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Do you feel like your money is working as hard as you are?
Absolutely—I’m optimizing every dollar
Not really—there’s room for improvement
No—my money is sitting idle or I’m unsure how to get started
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Please verify that you are human
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Total
Financially Fit [80 - 100]
First, give yourself a pat on the back. “Financially Fit” means you are successfully managing all aspects of your financial life. The goal for you is staying the course and reaching your financial goals. As you have major life events, make sure you revisit your financial roadmap to make adjustments.
Financially Floating [40 - 79]
“Financial Floating” suggests you are getting by and likely thriving in some areas, but struggling in others. To make the journey feel more manageable and to take active control of your financial health it’s critical that you set a clear roadmap with time-bound goals. You’re so close! Act now before an unexpected expense or life event does irreparable harm.
Financially Vulnerable [0 - 39]
“Financial Vulnerable” means you are likely having a hard time managing your finances on a day-to-day basis and may need dedicated assistance to get back on track. An unexpected life event or major purchase would only further derail your plans and cause heightened anxiety. Creating clear goals and building strong habits will be a critical first step toward embarking on your financial journey.
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