My Money Path | Financial Health Survey

1. Household Spending

Which statement best describes how your household’s total spending compared to total income over the last 12 months?

Spending was much less than income

Spending was a little less than income

Spending was about equal to income

Spending was a little more than income

Spending was much more than income

2. Household Bills

Which best describes how your household has paid its bills over the last 12 months? My household has been able to:

Pay all of our bills on time

Pay nearly all of our bills on time

Pay most of our bills on time

Pay some of our bills on time

Pay very few of our bills on time

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3. Emergency Fund

At your current level of spending, how long could your household cover expenses, if you had to live on only the money you have readily available, without withdrawing money from retirement accounts or borrowing?

6 months or more

3-5 months

1-2 months

1-3 weeks

Less than 1 week

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4. Long-term goals

How confident are you that your household is doing what's needed to meet longer-term goals, such as saving for a vacation, starting a business, buying a home, saving for college or retirement, or making retirement funds last?

Very confident

Moderately confident

Somewhat confident

Slightly confident

Not at all confident

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5. Household Debt

Which statement describes how manageable your total debt is, including mortgages, bank loans, student loans, money owed to people, medical debt, past-due bills, and credit card balances that are carried month to month?

Do not have any debt

Have manageable debt

Have a bit more debt than is maneagable

Have far more debt than is maneagable

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6. Credit Score

How would you rate your credit score? Your credit score is a number that tells lenders how risky or safe you are as a borrower.

Excellent

Very Good

Good

Fair

Poor/I don't know

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7. Insurance Coverage

Think about all types of insurance people in your household have, including health, car, home or rental, life and disability insurance. How confident are you that those policies will provide enough support in case of an emergency?

Very confident

Moderately confident

Somewhat confident

Slightly confident

Not at all confident

No one in my household has any insurance

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8. Financial Planning

To what extent do you agree or disagree with the statement: “My household plans ahead financially”?

Agree strongly

Agree somewhat

Neither agree nor disagree

Disagree somewhat

Disagree strongly

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All done, your score is...

In order to improve your financial health, we recommend visiting our "Earn It" resources.

Not sure where to start? Get a personalized list of lessons to improve your score by taking our quick Questionnaire!

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1. Household Spending

Which statement best describes how your household’s total spending compared to total income over the last 12 months?

Spending was much less than income

Spending was a little less than income

Spending was about equal to income

Spending was a little more than income

Spending was much more than income

2. Household Bills

Which best describes how your household has paid its bills over the last 12 months? My household has been able to:

Pay all of our bills on time

Pay nearly all of our bills on time

Pay most of our bills on time

Pay some of our bills on time

Pay very few of our bills on time

Previous Next

3. Emergency Fund

6 months or more

3-5 months

1-2 months

1-3 weeks

Less than 1 week

Previous Next

4. Long-term goals

Very confident

Moderately confident

Somewhat confident

Slightly confident

Not at all confident

Previous Next

5. Household Debt

Do not have any debt

Have manageable debt

Have a bit more debt than is maneagable

Have far more debt than is maneagable

Previous Next

6. Credit Score

How would you rate your credit score? Your credit score is a number that tells lenders how risky or safe you are as a borrower.

Excellent

Very Good

Good

Fair

Poor/I don't know

Previous Next

7. Insurance Coverage

Very confident

Moderately confident

Somewhat confident

Slightly confident

Not at all confident

No one in my household has any insurance

Previous Next

8. Financial Planning

To what extent do you agree or disagree with the statement: “My household plans ahead financially”?

Agree strongly

Agree somewhate

Neither agree nor disagree

Disagree somewhat

Disagree strongly

Previous Next

All done, your score is...

In order to improve your financial health, we recommend visiting our "Earn It" resources.

Not sure where to start? Get a personalized list of lessons to improve your score by taking our quick Questionnaire!

Save Your Score TO YOUR Dashboard!

We hope that our resources can help you to raise your financial health score! You can then retake the survey at a later date to see how much you've improved.

Click the button below to save this score to your dashboard.

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Find Out Your Financial Health Status!

1. Household Spending

2. Household Bills

3. Emergency Fund

4. Long-term goals

5. Household Debt

6. Credit Score

7. Insurance Coverage

8. Financial Planning

All done, your score is...

Want more financial help?

1. Household Spending

2. Household Bills

3. Emergency Fund

4. Long-term goals

5. Household Debt

6. Credit Score

7. Insurance Coverage

8. Financial Planning

All done, your score is...

Save Your Score TO YOUR Dashboard!