Financial Health Survey Tool Get link Facebook X Pinterest Email Other Apps December 01, 2023 💰 Financial Health Survey 1. How would you rate your monthly spending habits? Very Poor – I often overspend Poor – I sometimes overspend Average – I manage my spending well Good – I stick to a strict budget Excellent – I always save and invest 2. How much do you save each month? None – I rarely save A little – I save only if I have leftovers Moderate – I save a portion of my income Good – I save regularly and invest Excellent – I prioritize saving and investing 3. Do you have any outstanding debt? Yes, a large amount Yes, a small amount No, I'm debt-free 4. Do you have clear financial goals (e.g., buying a house, retirement)? No, I don't have any clear goals Yes, but they're not very specific Yes, I have clear financial goals 5. Do you have an emergency fund? No, I don't have an emergency fund Yes, but it's not enough Yes, I have a sufficient emergency fund 6. How would you rate your credit score? Very Poor Poor Average Good Excellent 7. Do you invest in the stock market or any other financial assets? No, I don't invest I occasionally invest I invest regularly I invest wisely and track my portfolio I have a strong investment strategy 8. Do you have any form of insurance (health, life, etc.)? No, I don't have any insurance I have some basic insurance I have health insurance I have multiple types of insurance I have comprehensive insurance coverage 9. How would you rate your tax planning? I don't plan for taxes I do basic tax planning I have a good tax strategy I consult with experts for tax planning I have an excellent tax strategy 10. How often do you track your expenses? I never track my expenses I track them occasionally I track them regularly I use apps or tools to track my spending I always have a clear overview of my finances Submit Your Financial Health Score:
