Question 1 of 10
Do you have an emergency fund covering 3-6 months of expenses?
Yes, 6+ months
Yes, 3-6 months
Yes, 1-3 months
No emergency fund
Question 2 of 10
How would you describe your monthly budget tracking?
Track every expense
Track major expenses
Rough estimate
Don't track at all
Question 3 of 10
What percentage of your income do you save each month?
20% or more
10-19%
1-9%
Nothing currently
Question 4 of 10
Are you currently contributing to retirement accounts?
Yes, maximizing contributions
Yes, getting employer match
Yes, small amount
Not yet
Question 5 of 10
What is your current debt-to-income ratio?
No debt
Under 20%
20-35%
Over 35%
Question 6 of 10
Do you have adequate insurance coverage?
Yes, comprehensive coverage
Yes, basic coverage
Some coverage
No insurance
Question 7 of 10
How diversified are your investments?
Well diversified portfolio
Moderately diversified
Single asset class
Not investing yet
Question 8 of 10
Do you have clear financial goals?
Yes, written and tracked
Yes, mental goals
Vague ideas
No specific goals
Question 9 of 10
How often do you review your finances?
Weekly or monthly
Quarterly
Annually
Rarely or never
Question 10 of 10
Do you understand basic investment principles?
Yes, very knowledgeable
Yes, basic understanding
Limited knowledge
Just starting to learn
85
Excellent Financial Health