Financial Fitness Survey

Financial Fitness Survey

This survey will cover the 6 major areas of personal finance.
Please set aside approximately 5 minutes to complete.

This survey is virtually anonymous. It will ask for an email only, so that you may receive the results.

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Day to Day Living

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Select the statements below that are true for you.
Choose as many as you like

A
I have an up to date will.

B
I spend less than 30 percent of my income on rent or mortgage.

C
I know the interest rates on my checking, savings and credit card accounts.

D
Giving a gift for a wedding, birthday, or other occasion would not put a strain on my finances for the month.

E
I have a good system for tracking my monthly expenditures.

F
I know how much of my money goes to taxes.

G
None
OK

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Your Day to Day Living is in the GREEN.

It looks like you are doing well in this particular area!

Overall financial fitness is multidimensional. Living mindfully, establishing healthy patterns, and maintaining good routines can help you effectively steward the resources you manage.
You scored a {{var_score}} out of 6 possible.
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A
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Your Day to Day Living is in the YELLOW.

You may want to take a deeper look at some elements in this category.

Overall financial fitness is multidimensional. Living mindfully, establishing healthy patterns, and maintaining good routines can help you effectively steward the resources you manage.
You scored a {{var_score}} out of 6 possible.
Choose as many as you like

A
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OK

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Credit and Debt

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Select the statements below that are true for you.
Choose as many as you like

A
I pay credit card bills in full to avoid interest charges.

B
I have at least $2,500 or three months of living expenses saved up to cover emergencies.

C
I comparison shop for major purchases by checking at least three sources.

D
I have reviewed my credit report within the last 12 months.

E
I balance my checkbook each month.

F
I know how much debt I have.

G
None
OK

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Your Credit and Debt is in the GREEN.

It looks like you are doing well in this particular area!

To get a glimpse of your financial future, many organizations look at your financial past. Your credit history is a financial profile. It lets lenders, landlords and employers know how you have managed money in the past and helps them decide whether or not to do business with you. This history is contained in a credit report that is kept on file by the three independent credit bureaus. Your credit report determines everything from whether you qualify for a loan and the rate you'll pay on that loan, to renting an apartment and obtaining car insurance. Minimizing debt and maintaining a good credit profile is a significant part of establishing a sound financial fitness trajectory.
You scored a {{var_score}} out of 6 possible.
Choose as many as you like

A
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OK

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Your Credit and Debt is in the YELLOW.

You may want to take a deeper look at some elements in this category.

To get a glimpse of your financial future, many organizations look at your financial past. Your credit history is a financial profile. It lets lenders, landlords and employers know how you have managed money in the past and helps them decide whether or not to do business with you. This history is contained in a credit report that is kept on file by the three independent credit bureaus. Your credit report determines everything from whether you qualify for a loan and the rate you'll pay on that loan, to renting an apartment and obtaining car insurance. Minimizing debt and maintaining a good credit profile is a significant part of establishing a sound financial fitness trajectory.
You scored a {{var_score}} out of 6 possible.
Choose as many as you like

A
Continue
OK

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Insurance

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Select the statements below that are true for you.
Choose as many as you like

A
I have life insurance.

B
I have health insurance.

C
I have insurance that covers disability (beyond social security).

D
I have had my insurance professionally assessed within the last three years to make sure it is adequate.

E
I know the cash value of the assets I own.

F
I understand my insurance policy limits and deductibles should I have to make a claim.

G
None
OK

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Your Insurance is in the GREEN.

It looks like you are doing well in this particular area!

Having the right insurance can help protect you, your family and your property against unexpected and potentially financially disastrous events. Insurance needs aren’t static, however. As your life and that of your family changes over time, insurance needs also change. Buying the right type of insurance at the right time can help you maintain a solid financial fitness trajectory.
You scored a {{var_score}} out of 6 possible.
Choose as many as you like

A
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OK

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Your Insurance is in the YELLOW.

You may want to take a deeper look at some elements in this category.

Having the right insurance can help protect you, your family and your property against unexpected and potentially financially disastrous events. Insurance needs aren’t static, however. As your life and that of your family changes over time, insurance needs also change. Buying the right type of insurance at the right time can help you maintain a solid financial fitness trajectory.
You scored a {{var_score}} out of 6 possible.
Choose as many as you like

A
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Investments

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Select the statements below that are true for you.
Choose as many as you like

A
I am investing or saving money with each paycheck.

B
I save and invest beyond my retirement plan and emergency fund.

C
I have a financial plan with goals, dates, and dollar cost.

D
When it comes to investing I understand how to diversity my money.

E
I know the differences between stocks, bonds, and mutual funds.

F
I have a personal investment account for retirement (401k, 403b, IRA) other than a pension funded by my employer.

G
None
OK

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Your Investments and Saving is in the GREEN.

It looks like you are doing well in this particular area!

Saving and investing are the cornerstones of financial management. No matter how much or how little money someone has it is important to educate yourself about money opportunities. Establishing specific, clear, attainable financial goals mixed with discipline over time creates future possibilities and opportunities.
You scored a {{var_score}} out of 6 possible.
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A
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OK

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Your Investments and Saving is in the YELLOW.

You may want to take a deeper look at some elements in this category.

Saving and investing are the cornerstones of financial management. No matter how much or how little money someone has it is important to educate yourself about money opportunities. Establishing specific, clear, attainable financial goals mixed with discipline over time creates future possibilities and opportunities.
You scored a {{var_score}} out of 6 possible.
Choose as many as you like

A
Continue
OK

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Retirement

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Select the statements below that are true for you.
Choose as many as you like

A
Do you contribute to a traditional or Roth IRA?

B
Are you aware of how much you need to save each month to retire at an age you would like?

C
Do you know approximately how much you will receive per month from Social Security if you retire at full retirement age?

D
Have you checked your Social Security statement to make sure it is accurate?

E
Have you identified your goals for retirement?

F
Is your estate plan current?

G
None
OK

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Your Retirement is in the GREEN.

It looks like you are doing well in this particular area!

One of the great gifts of time and experience is that it gives us a chance to identify our authentic voice, our sense of calling, and purpose. Today, as life expectancies expand, we are seeing an entirely new stage of life come into being. The emerging paradigm suggests that definitions of retirement are expanding/shifting and may even include continuing to work . . . more but different. Taking the long view provides chances to continue to live creatively into our God shaped purpose.
You scored a {{var_score}} out of 6 possible.
Choose as many as you like

A
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OK

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Your Retirement is in the YELLOW.

You may want to take a deeper look at some elements in this category.

One of the great gifts of time and experience is that it gives us a chance to identify our authentic voice, our sense of calling, and purpose. Today, as life expectancies expand, we are seeing an entirely new stage of life come into being. The emerging paradigm suggests that definitions of retirement are expanding/shifting and may even include continuing to work . . . more but different. Taking the long view provides chances to continue to live creatively into our God shaped purpose.
You scored a {{var_score}} out of 6 possible.
Choose as many as you like

A
Continue
OK

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Philanthropy and Generosity

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Select the statements below that are true for you.
Choose as many as you like

A
I have a giving plan.

B
My giving aligns with the values and beliefs that guide my life.

C
I do a yearly review of the impact my giving has had through the organizations I support.

D
I am giving in ways that bring joy to my heart.

E
I am excited about how my giving can make an impact.

F
I am seeking to model the kind of generosity that I would like to see passed on to my family and I have a legacy plan in place.

G
None
OK

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Your Philanthropy and Generosity is in the GREEN.

It looks like you are doing well in this particular area!

Money, possessions, and things are tools not goals. How we use our possessions, money, and things helps shape the kind of people we become. For our treasure to follow our heart to the places we want it to serve begins with a basic commitment to giving. There is joy in this journey (I Chronicles 29:9; II Corinthians 8:2). This too is a gift from God.
You scored a {{var_score}} out of 6 possible.
Choose as many as you like

A
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OK

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Your Philanthropy and Generosity is in the YELLOW.

You may want to take a deeper look at some elements in this category.

Money, possessions, and things are tools not goals. How we use our possessions, money, and things helps shape the kind of people we become. For our treasure to follow our heart to the places we want it to serve begins with a basic commitment to giving. There is joy in this journey (I Chronicles 29:9; II Corinthians 8:2). This too is a gift from God.
You scored a {{var_score}} out of 6 possible.
Choose as many as you like

A
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OK

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What is your email?

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