Financial Health Score

Financial Health Score Assessment

Financial Health Score Assessment

1. Do you have an emergency fund with at least 3-6 months of expenses?


2. Do you save at least 20% of your income?


3. Is your debt-to-income ratio below 36%?


4. Do you have a retirement plan in place?


5. Do you have insurance to protect against major risks?


6. Do you track and stick to a monthly budget?