Financial wellness checkup
Ten questions, two minutes. This isn’t a test — it’s a way to notice where money feels manageable and where it doesn’t. Your answers stay on this page and aren’t stored anywhere.
1.I think about money worries during the workday.
2.I have a clear picture of where my money goes each month.
3.I'm confident I'm getting the full employer match on my 401(k) or retirement plan.
4.I sometimes use credit cards for expenses I can't cover with cash.
5.I could handle a $1,000 unexpected expense without borrowing.
6.I feel confident about my plan for retirement — even if it's far off.
7.I understand most of the benefits my employer offers (HSA, FSA, EAP, etc.).
8.Financial stress has affected my sleep, relationships, or focus at work.
9.I have debt that feels hard to get ahead of.
10.I have at least three months of expenses saved for emergencies.
Answer all 10 questions to see your results.