What types of debt do you currently have?
Select all that apply to your current financial situation
What are you currently saving for?
Select all savings goals that apply to you
What types of insurance do you have?
Select all insurance types you currently have
Which financial topics cause you stress?
Select all areas that create financial stress for you
Can you pay off all your bills each month?
Select the option that best describes your monthly bill payment situation
Do you have money left over at the end of each month?
Select the option that best describes your monthly financial situation
Do you carry a credit card balance from month to month?
Select the option that best describes your credit card usage
Do you have an emergency fund?
Select the option that best describes your emergency savings situation
How often do you create or review a budget?
Select the frequency that best describes your budgeting habits
How would you describe your progress toward your financial goals?
Select the option that best describes your current progress
Do you have a will?
Select the option that best describes your estate planning situation
Analyzing Your Financial Stress
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