Financial Score Calculator

Answer a few questions to assess your financial health

1. Emergency Fund

How many months of living expenses do you have saved in an emergency fund?

None Less than 1 month 1-2 months 3-5 months 6+ months

2. Debt-to-Income Ratio

What percentage of your monthly income goes toward debt payments (excluding mortgage)?

0-10% 11-20% 21-30% 31-40% More than 40%

3. Retirement Savings

How much are you currently saving for retirement each month?

Nothing Less than 5% of income 5-10% of income 11-15% of income More than 15% of income

4. Budgeting

Do you have a budget that you follow?

No budget at all I have a rough idea of my expenses I have a budget but rarely follow it I have a budget and mostly follow it I have a detailed budget and strictly follow it

5. Insurance Coverage

Which types of insurance do you currently have?

Health Insurance Auto Insurance Home/Rental Insurance Life Insurance Disability Insurance

Your Financial Health Score

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