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Family Financial Foundation Checkup

How strong is your financial foundation?
Take this free 2-minute checkup to see which areas you've already covered and where there may be opportunities to strengthen your family's financial foundation.

You'll get your score instantly.


1. Could your household cover at least 3 months of essential expenses using readily available emergency savings?

A
B
C

2. Do you know approximately how much comes in, how much goes out, and how much you save each month?

A
B
C

3. Do you have high-interest debt under control, with either no balance or a clear payoff plan?

A
B
C

4. Are you saving regularly for retirement and have you checked whether your current savings rate is on track for your goal?

A
B
C

5. Do you have an estimate of the income or savings you may need in retirement?

A
B
C

6. Have you reviewed whether your family’s insurance and financial protection are still appropriate for your current income, debts, dependents, and goals?

A
B
C

7. Have you reviewed your beneficiaries and key estate-planning needs, such as a will/trust, guardianship wishes if applicable, and important documents?

A
B
C

8. Do you have written financial goals with target amounts or timelines that you review at least annually?

A
B
C

9. Which financial areas are most important to you right now? Select up to 3

A
B
C
D
E
F
G