Financial Wellbeing Assessment Form
Assess your current financial wellbeing with this brief, confidential self-assessment.
How confident do you feel managing your day-to-day finances?
*
Very confident
Somewhat confident
Not very confident
Not at all confident
Do you regularly track your income and expenses?
*
Always
Often
Sometimes
Never
How prepared are you to handle an unexpected major expense?
*
Very prepared
Somewhat prepared
Not very prepared
Not at all prepared
How often do you feel stressed or anxious about your finances?
*
Never
Rarely
Sometimes
Often
Do you have clear financial goals for the next 1-5 years?
*
Yes, very clear
Somewhat clear
Not very clear
No goals set
How would you describe your current savings habits?
*
Save regularly and consistently
Save occasionally
Rarely save
Do not save
How manageable is your current level of debt (if any)?
*
No debt
Easily manageable
Somewhat manageable
Difficult to manage
Do you have an emergency fund that could cover at least 3 months of living expenses?
*
Yes
Partially
No
How confident are you in your ability to plan for retirement or long-term financial needs?
*
Very confident
Somewhat confident
Not very confident
Not at all confident
Do you have access to trusted financial advice or resources when needed?
*
Always
Usually
Sometimes
Never
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