Here's how it works:

Answer the questions and get your score. You will not be asked about any personal financial data - it is not that kind of questionnaire. 

Review steps you can take if you want to be able to answer the questions differently. 

See how your score compares to other U.S. adults from the national survey.

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

I could handle a major unexpected expense

This statement describes me

I am securing my financial future

This statement describes me

Because of my money situation, I feel like I will never have the things I want in life

This statement describes me

I can enjoy life because of the way I'm managing my money

This statement describes me

I am just getting by financially

This statement describes me

I am concerned that the money I have or will save won't last

This statement describes me

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

Giving a gift for a wedding, birthday or other occasion would put a strain on my finances for the month

This statement applies to me

I have money left over at the end of the month

This statement applies to me

I am behind with my finances

This statement applies to me

My finances control my life

This statement applies to me

About you

Select your age group. This changes the scoring calculation.

Select how you completed the questionnaire. This changes the scoring calculation.

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To find out more about how the survey was developed and tested

click here

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