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

 
Select the statements below that are true for you. *


 
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.


 
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. 


 
Credit and Debt

 
Select the statements below that are true for you. *


 
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.

 
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.

 
Insurance

 
Select the statements below that are true for you. *


 
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.

 
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. 


 
Investments

 
Select the statements below that are true for you. *


 
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.

 
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.

 
Retirement

 
Select the statements below that are true for you. *


 
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.

 
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.

 
Philanthropy and Generosity

 
Select the statements below that are true for you. *


 
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.

 
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.

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