A financial checkup
How are you feeling about your finances?
These ten questions are the CFPB Financial Well-Being Scale, a research-validated questionnaire from the Consumer Financial Protection Bureau. Your answers produce a score from 0 to 100 that reflects your sense of financial security and freedom of choice — today and for the future.
Takes about 3 minutes. There are no right or wrong answers. Your score appears on screen and a copy is emailed to you.
Your financial well-being score
Questionnaire and scoring © Consumer Financial Protection Bureau, CFPB Financial Well-Being Scale. The content provided is for educational purposes only. You should not construe any information as retirement, financial, or investment advice. Accordingly, any decision in connection with funds, investments, or transactions must not be made solely on the information contained herein; you should consult your financial advisor before taking any action.
