👩⚕️Financial Wellness Check 👨⚕️
😷 Let's see how healthy you are! 💲
How often do you review your budget and adjust it based on your financial goals and circumstances?
Monthly
Quarterly
Annually
Rarely or Never
Do you have an emergency fund that can cover at least six months of living expenses?
Yes
No
I'm not sure
No, but I have 3 months
How frequently do you contribute to your retirement accounts (e.g., 401(k), IRA)?
Regularly (every paycheck or monthly)
Occasionally
Rarely or Never
Have you established a will or trust to ensure your assets are distributed according to your wishes?
Yes
No
I'm in the process of setting one up
How often do you take vacations in a year?
Once a year
More than once per year
Rarely
Never
Do you track your expenses regularly to ensure you stay within your budget?
Yes, I track my expenses diligently
Sometimes, but not consistently
No, I rarely track my expenses
Are you currently paying off high-interest debt (e.g., credit card debt)?
Yes, I'm actively working on paying off my debt
I have some debt but haven't started paying it off yet
No, I don't have any high-interest debt
Do you have adequate insurance coverage for your health, life, and property? Especially, life to make sure that your family is taken care of should something happen earlier than expected.
Yes, I have coverage for all aspects
I have coverage, but it may not be sufficient
No, I don't have adequate insurance coverage
How comfortable are you with discussing financial matters with your partner/spouse? (accountability partner if single)
Very comfortable, we regularly discuss finances together
Somewhat comfortable, but there are some topics we avoid
Not comfortable, we rarely discuss finances
Are you actively saving for your children's future (e.g., college fund) house, help with starting a family?
Yes, I have a dedicated savings plan for their future
I haven't started saving yet, but I plan to
No, I haven't considered saving for them
I don't have children
Do you feel overwhelmed by financial complexities and lack a clear plan for managing your finances?
Yes, I feel overwhelmed and lack a clear plan
I feel somewhat overwhelmed but have a basic plan
No, I feel confident in managing my finances
Have you experienced difficulty in keeping up with the demands of your high-stress career while balancing family responsibilities?
Yes, it's a constant struggle
Occasionally, but I manage to find a balance
No, I've found effective ways to balance work and family life
Do you feel pressure to keep up with the spending habits of your social circle or peers?
Yes, I feel pressure to maintain a certain lifestyle
Sometimes, but I try to resist the pressure
No, I'm comfortable with my own spending habits
Are you currently experiencing financial stress due to a significant life event (e.g., divorce, job loss)?
Yes, I'm experiencing financial stress due to a significant life event
I've experienced financial stress in the past but not currently
No, I'm not currently experiencing financial stress due to a significant life event
Score
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