Welcome to the myFinancial Life Wellness™ Assessment

The term “financial wellness” has emerged in recent years as a descriptor of an individual’s overall financial health and well-being. However, financial wellness consists of more than just our perceptions and feelings about our own financial health. The concept of authentic financial wellness is measured by a combination of factors including the overall satisfaction with your current financial situation, actual financial behaviors (i.e., budgeting, saving, debt reduction), your money mindset, financial knowledge, and your financial "breathing room" (a.k.a. "objective financial status").

How would you rate your overall financial wellness? This isn’t a question that we normally put much thought into (or feel comfortable sharing with others). However, increasing the awareness of your financial wellness is an important step on the path to financial independence – no matter how you define the concept.

Here is how the myFinancial Life Planning™ assessment works:

This is the first step in assessing your overall financial health and finding ways to improve different components of authentic financial wellness. Simply answer a series of questions and get your score and personalized results. It takes approximately 7 to 10 minutes to complete the assessment. A brief summary of your results will appear just seconds after completing your questions.


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