Financial Assessment Quiz

Financial Assessment Quiz

Discover how you’re doing financially and identify areas to improve. Answer a few quick questions to get personalized feedback!
Budgeting & Cash Flow
Do you currently track your monthly income and expenses?*

YesNo
Do you have a plan for irregular expenses (e.g., car repairs, gifts, medical bills)?*

YesNo
On average, how much of your income do you save each month?*

None1-10%11-20%Over 20%

Financial Goals and Planning
Do you have clearly defined financial goals?*

YesNo
Do you break your financial goals into smaller, actionable steps?*

Yes, alwaysSometimesNo
When was the last time you reviewed your financial plan or created one?*

Within the past year1-3 years agoOver 3 years ago/Never

Investments and Retirement
Do you contribute to a retirement plan (e.g., 401(k), IRA)?*

YesNo
Are you familiar with how your retirement savings are invested?*

YesNo
Do you review and adjust your investments regularly?*

YesNo
Calculation
Score
Name*

First NameLast Name
Email*
example@example.com
This quiz is intended for informational and educational purposes only and should not be considered financial advice. The results are based on your responses and are designed to provide general insights into your financial habits and areas for potential improvement.

Please note that individual financial situations vary, and the recommendations provided may not be suitable for everyone. For personalized advice tailored to your specific circumstances, consult a qualified financial advisor or coach.

Empower Financial Group does not guarantee any specific outcomes as a result of completing this quiz or applying the provided recommendations.
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Budgeting & Cash Flow