Financial Health Scale

This is the first step in assessing your financial health and a way to identify some of your more dominant money scripts. It will only take 5 minutes to reveal money beliefs that you've hard-wired into your thinking for decades.

How It Works:

Click on the circle that best describes the extent to which you agree or disagree with each of the following statements. A brief summary of your results will available to you seconds after you finish the test. If you'd like to receive additional tips on how to improve your financial health, please consider joining our email list.


Question 1: I believe my family functions well around money.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 2: I pay off my credit cards every month.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 3: My spending is under control.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 4: I understand my financial needs.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 5: I am saving for retirement.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 6: I am saving for goals such as cars, houses, etc.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 7: I have an emergency fund.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 8: I have a plan for meeting my financial goals in the event I become incapacitated.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 9: I have a spending plan.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 10: I consistently follow my spending plan.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 11: I am taking the steps necessary to meet my financial goals.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 12: I have clear financial goals for the future.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 13: Financial issues do not confuse or depress me.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 14: I am proud of my financial situation.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 15: My financial behaviors are consistent with my values, goals and dreams.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 16: I avoid thinking about money, retirement and my financial future.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 17: I buy things in an attempt to make me feel better.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 18: I feel good about how I interact with my family around money.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 19: I feel guilt/shame about my past financial behaviors.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree


Question 20: No matter how hard I try I can't stick to a budget.
strongly agree
agree
neither agree or disagree
disagree
strongly disagree