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Financial Assessment

What does it mean to experience financial well-being? A few factors make up financial well-being, as it's outlined by Consumer Financial Protection Bureau. Take this quick assessment to reflect on these key factors.

You'll receive a response with your results in about 48-72 hours from Todd Macaulay, your professional CERTIFIED FINANCIAL PLANNER™.

Part 1: How well does this statement describe you or your situation? *

	Completely	Very well	Somewhat	Very little	Not at all
1. I could handle a major unexpected expense *	1. I could handle a major unexpected expense - Completely	1. I could handle a major unexpected expense - Very well	1. I could handle a major unexpected expense - Somewhat	1. I could handle a major unexpected expense - Very little	1. I could handle a major unexpected expense - Not at all
2. I am securing my financial future *	2. I am securing my financial future - Completely	2. I am securing my financial future - Very well	2. I am securing my financial future - Somewhat	2. I am securing my financial future - Very little	2. I am securing my financial future - Not at all
3. Because of my money situation, I feel like I will never have the things I want in life *	3. Because of my money situation, I feel like I will never have the things I want in life - Completely	3. Because of my money situation, I feel like I will never have the things I want in life - Very well	3. Because of my money situation, I feel like I will never have the things I want in life - Somewhat	3. Because of my money situation, I feel like I will never have the things I want in life - Very little	3. Because of my money situation, I feel like I will never have the things I want in life - Not at all
4. I can enjoy life because of the way I’m managing my money *	4. I can enjoy life because of the way I’m managing my money - Completely	4. I can enjoy life because of the way I’m managing my money - Very well	4. I can enjoy life because of the way I’m managing my money - Somewhat	4. I can enjoy life because of the way I’m managing my money - Very little	4. I can enjoy life because of the way I’m managing my money - Not at all
5. I am just getting by financially *	5. I am just getting by financially - Completely	5. I am just getting by financially - Very well	5. I am just getting by financially - Somewhat	5. I am just getting by financially - Very little	5. I am just getting by financially - Not at all
6. I am concerned that the money I have or will save won’t last *	6. I am concerned that the money I have or will save won’t last - Completely	6. I am concerned that the money I have or will save won’t last - Very well	6. I am concerned that the money I have or will save won’t last - Somewhat	6. I am concerned that the money I have or will save won’t last - Very little	6. I am concerned that the money I have or will save won’t last - Not at all

Part 2: How often does this statement apply to you? *

	Always	Often	Sometimes	Rarely	Never
7. Giving a gift for a wedding, birthday or other occasion would put a strain on my finances for the month *	7. Giving a gift for a wedding, birthday or other occasion would put a strain on my finances for the month - Always	7. Giving a gift for a wedding, birthday or other occasion would put a strain on my finances for the month - Often	7. Giving a gift for a wedding, birthday or other occasion would put a strain on my finances for the month - Sometimes	7. Giving a gift for a wedding, birthday or other occasion would put a strain on my finances for the month - Rarely	7. Giving a gift for a wedding, birthday or other occasion would put a strain on my finances for the month - Never
8. I have money left over at the end of the month *	8. I have money left over at the end of the month - Always	8. I have money left over at the end of the month - Often	8. I have money left over at the end of the month - Sometimes	8. I have money left over at the end of the month - Rarely	8. I have money left over at the end of the month - Never
9. I am behind with my finances *	9. I am behind with my finances - Always	9. I am behind with my finances - Often	9. I am behind with my finances - Sometimes	9. I am behind with my finances - Rarely	9. I am behind with my finances - Never
10. My finances control my life *	10. My finances control my life - Always	10. My finances control my life - Often	10. My finances control my life - Sometimes	10. My finances control my life - Rarely	10. My finances control my life - Never

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