Financial Wellness Assessment

Your financial life is more than income and expenses - it’s about feeling secure, confident, and prepared for what’s ahead. This assessment helps you take a closer look at where you are today and where small changes could make a big difference.

In less than three minutes, you can:

• Get a personalized snapshot across key areas like spending, saving, borrowing, and planning.
• Get feedback for steps to consider now.
• Track your progress over time with a personalized account.