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What's Your Financial Stress Level?

How stressed are you over your finances? Take our quiz that covers 9 key financial areas. Get instant results!

Page 1 of 9

Do you have money left over at the end of the month?

Are your bills more than your income?

I have a negative cashflow each month. I generally break even each month. I could save 10% or less of my monthly income. I could save more than 10% of my monthly income.

Page 2 of 9

How long could you keep up with your expenses if out of work?

Does your amount of "Emergency" savings concern you?

I work paycheck to paycheck I could survive less than 30 days. I could survive more than 30 days. I could survive more than 90 days.

Page 3 of 9

Are your loved ones well-protected, if something happens to you?

How much does your protection level concern you?

They are in big trouble! I have just enough to bury me. All of my bills will be covered. They will be well-off!

Page 4 of 9

Do you have credit issues?

How much does your credit standing concern you?

I know it's bad! My credit needs work! I have good credit above 680! I have great credit above 740

Page 5 of 9

Are your taxes up-to-date?

Do you have any unpaid or incomplete taxes?

I owe and and overdue. I often file late owing taxes. I usually file just in time and have money set aside. I file early and have a plan in place all year.

Page 6 of 9

Do you have a retirement plan in place that will provide your current income?

Have you planned ahead for your retirement?

I have no retirement plan. I am depending on Social Security. I will have retirement money but may need to cut-back my life style.. I will be living it up when I retire!

Page 7 of 9

Do your assets exceed your liabilities?

Your assets are things that increase your wealth like stocks, bonds, and real estate. Liabilities are debt that you have like mortgages and loans.

I have a lot of liabilities and little or no assets. I have liabilities and assets that are fairly even. I have assets that outweigh my liabilities. I have many assets that exceed my few liabilities.

Page 8 of 9

Do you have a plan in place to leave your assets to someone?

Do you have a will and estate planning?

I have nothing in place. I often think about it. I am working on it. I have everything covered.

Page 9 of 9

Are you working toward any financial goals?

Do you have a plan in place to buy a home, education, or start a business?

I have no plans for my future. I want to plan but not sure how. I am saving but can't do everything I want to do. I have several goals I am working toward.

Please provide your contact information to proceed. We will send you the full analysis based on your answers.

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