The 7 Stages of Financial Well-Being® Money Quiz

Name*

First NameLast Name

E-mail*

Consider each question carefully. Please select the answer that most closely reflects your financial situation, habits and beliefs.

I earn enough money now to live the life I want*

YesNoSomewhat

I have the means or a plan in place to ensure that I will have enough money for retirement.*

YesNoSomewhat

When I think about my money I feel...*

SatisfiedWorriedI don't like to think about money

I have an unpaid balance on my credit card or line of credit due to unexpected expenses or impulse spending.*

NeverUsuallySometimes

I feel I spend my money wisely.*

AlwaysUsuallySometimes

I am financially prepared for an unexpected emergency or life event, like job loss, divorce or illness.*

YesNoSomewhat

I have money readily available to pay for annual or infrequent expenses when they arise, like vacations, property taxes or car and home repairs.*

YesNoSomewhat

I have enough money to give back to the charities I want to support.*

YesNoSomewhat

I am currently financially independent or semi-retired and only working because I choose to.*

YesNoSomewhat

I have a financial plan in place for my short term and long term goals.*

YesNoI have a plan for my short term goals only

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Calculation

Stage Level

10-12

13-15

16-18

19-21

22-26

27-29

30