This assessment was developed by the Consumer Financial Protection Bureau to help practitioners, like myself, use a standardized tool to gauge your level of financial wellness at certain points in time. Remember...this is an assessment. It is not a test! So take a relaxing breathe and answer honestly.
Part 1: How well does this statement describe you or your situation?
This Statement Best Describes Me:
1. I could handle a major unexpected expense
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2. I am securing my financial future
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3. Because of my money situation, I feel like I will never have the things I want in life
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4. I can enjoy life because of the way I'm managing my money
{"type":"radio","name":"unexpected4","width":100,"value":"","size":"Normal","validation":"C1","validationMessage":"Please choose one of the above options.","options":"Completely\nVery well\nSomewhat\nVery little\nNot at all"}
5. I am just getting by financially
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6. I am concerned that the money I have or will save won't last
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Part 2: How often does this statement apply to you?
This Statement Best Describes Me:
7. Giving a gift for a wedding, birthday or other occasion would put a strain on my finances for the month
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8. I have money left over at the end of the month
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9. I am behind on my finances
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10. My finances control my life
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