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.

Financial Health Quiz: Are You on Track?

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

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

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

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

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

Do you know how much money you need to retire?

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

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

Have you added beneficiaries to all of your financial accounts?

Do you know and regularly track your net worth?

Submit your email to see your results!

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

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

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