Family First Finance: School Financial Wellness Readiness Assessment
How prepared is your school to support students, educators, and families in building financial wellness? This brief assessment will help you identify strengths, opportunities, and potential next steps for integrating financial education into your school community.
Name
First Name
Last Name
School/District
Your Role
Superintendent/District Administrator
Principal/Assistant Principal
Title I Director/Coordinator
Counselor
Teacher
CTE/College & Career Readiness
Family Engagement/Community Engagement
Other
Student Learner: Financial literacy is incorporated into student learning.
Not in place
Beginning stages
Somewhat in place
Well established
Fully Integrated
Educator Support: Teachers have the resources, training, and support needed to incorporate financial concepts into instruction.
Not in place
Beginning stages
Somewhat in place
Well established
Fully integrated
Family Engagement: Parents and families are intentionally included in financial education opportunities.
Not in place
Beginning stages
Somewhat in place
Well established
Fully integrated
Student Application: Students have opportunities to apply financial concepts through real-world decision-making and activities.
Not in place
Beginning stages
Somewhat in place
Well established
Fully integrated
College & Career Readiness: Financial literacy is connected to college, career, and life-readiness efforts.
Not in place
Beginning stages
Somewhat in place
Well established
Fully integrated
Grade-Level Integration: Financial education is available across multiple grade levels rather than being limited to one course, grade, or program.
Not in place
Beginning stages
Somewhat in place
Well established
Fully integrated
Identifying Needs: Our school has identified specific financial literacy needs or gaps among students and families.
Not in place
Beginning stages
Somewhat in place
Well established
Fully integrated
Leadership & Coordination: A person, team, or department has responsibility for coordinating financial wellness efforts.
Not in place
Beginning stages
Somewhat in place
Well established
Fully integrated
Measurement: Our school measures whether students and families are gaining financial knowledge, skills, and confidence.
Not in place
Beginning stages
Somewhat in place
Well established
Fully integrated
Sustainability: Our school has a plan to sustain and expand financial education over time.
Not in place
Beginning stages
Somewhat in place
Well established
Fully integrated
What Would Be Most Helpful to Your School?Select all that apply:
Financial literacy curriculum/resources
Student financial education
Parent/family financial education
Educator professional development
Financial wellness needs assessment
School financial literacy implementation plan
Financial literacy measurement/evaluation
Community partnership development
Financial Wellness Readiness Score
Would you like a copy of your assessment results?
Yes
No
If yes, please input your email address.
example@example.com
Submit
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