Financial Health Quiz: Are You on Track?

Whether you are just starting to pay down debt or you are nearing financial independence, this quiz will help you evaluate your financial health!

At the end, you will know where your finances stand and discover areas for improvement. We will also provide our free guide 30 Days to Financial Freedom to help you with your progress.

Do you have an emergency fund of at least 3 to 6 months saved in a high-yield savings account?

Yes

If you have debt, do you know your interest rate/s and have a plan to pay it off?

Yes

No/ Not Applicable

Do you contribute to retirement accounts such as a 401k or Roth IRA?

Yes

If you are eligible, do you contribute to a health savings account?

Yes

No/ Not Eligible

Do you have an estate plan in place that includes all applicable documents?

Estate plans vary by person, but documents will likely include a will, trust, living will, financial power of attorney, and financial power of attorney.

Yes

Do you know how much money you need to retire?

This is also called your financial independence or FIRE number.

Yes

Have you reviewed your insurance coverage in the past year to make sure it still meets your needs?

This includes all policies such as car, home, rental, health, disability, life, umbrella, etc.

Yes

Do you have (at least a basic) spending plan/ budget in place so you know how you spend your money?

This is important to know how much you can afford to pay toward debt per month as well as how much you can invest each month.

Yes

Have you added beneficiaries to all of your financial accounts?

Bonus points if you have a transfer on death designation for your car (if your state allows it).

Yes

Do you know and regularly track your net worth?

Yes

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You got {number correct}/{number of questions} correct answers!

There is no better time to start working on your finances than right now.

Download our guide 30 Days to Financial Freedom to help you take the next steps on your path to financial independence!

You got {number correct}/{number of questions} correct answers!

You are well on your way to reaching your financial goals!

Keep up your momentum by working through our our guide 30 Days to Financial Freedom to help you take the next steps on your path to financial independence!

You got {number correct}/{number of questions} correct answers! 🥳

You are on it! Congratuations on being so financially fit.

Download our guide 30 Days to Financial Freedom to help you take the next steps on your path to financial independence!