Financial Fitness Assessment

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I created this Financial Fitness Assessment to help you identify where you are facing challenges or mindset issues that are keeping you from true financial well-being. Millions of women have complicated feelings about their money, so please know that if you feel less than financially wonderful, you have a LOT of company. This assessment will help you identify your pain points and your overall feelings about your money life.

In just three minutes you will discover:

--Where you are on the path toward the financial life you want
--Areas where you need take action to feel more secure and successful financially

Notice what pops into your head as soon as you read the questions. Those quick, instinctive thoughts can give you important insight into what may be really driving your money beliefs, behavior and attitudes. There are no wrong answers – and no one will judge you for your responses, least of all me.

After you finish, check your in-box for your results. Thank you! I know you will get valuable insights from this simple tool.
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Name* This field is required.
First Name
Last Name
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Email* This field is required.
example@example.com
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My income always exceeds my expenses.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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I have a budget and I keep my spending in line with my stated goals.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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I am completely free of self-doubt and procrastination with my finances.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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I have more than enough money to live in a style that makes me happy.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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I know the amount I need to have in savings to maintain my long-term quality of life.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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I review my investments monthly.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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I am 100% confident that I can save and invest my way to the savings I need.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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I feel completely secure when it comes to my financial future.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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I know exactly where all my accounts are and what they hold.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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I have automated my savings for my most important life goals.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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I have no credit card or other consumer debt.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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I review my financial records regularly to ensure I am moving toward my goals.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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My partner and I communicate regularly about day-to-day finances AND long-term financial plans.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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I talk to my children regularly (in an age-appropriate way) about healthy money habits.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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My partner and I never argue about money matters.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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Our financial goals and plans are 100% aligned.* This field is required.0 - 3 = This does not sound like me. 4 - 6 = I have limited success in this area. 7 - 9 = I'm doing very well here. 10 = Yes, I've got this!
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This does not sound like me.
Yes, I’ve got this!
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I am committed to taking action to become more confident and capable with my finances.* This field is required.
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I am not committed.
Yes, I am 100% committed.
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I am interested in joining a community of like-minded women in a financial empowerment program to build money-management confidence and skills* This field is required.
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I am not committed.
Yes, I am 100% committed.
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I am interested in one-on-one help to build my money-management skills.* This field is required.
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I am not committed.
Yes, I am 100% committed.
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I am prepared to invest in a program to help me move from fear and anxiety about my finances to confidence and optimism about the future.* This field is required.
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I am not committed.
Yes, I am 100% committed.
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Choose the option that best represents how you feel about your finances at this time.* This field is required.
I have been neglecting my finances and am concerned about my future.
I have been taking some steps to manage my finances, but have a long way to go.
I feel great about my finances and prepared for my future.
Should be Empty: