Financial Wellness Assessment
Recent research from Manulife establishes a strong link between financial health and physical and emotional health – compelling evidence of the benefits of being financially prepared.
The Financial Wellness Assessment is a simple questionnaire that measures your current level of financial wellness and, based on your answers, provides you with a personalized action plan to help you improve it.
It takes about 5 minutes and doesn’t require any preparation.
By clicking "Get started now!" you agree to the terms and conditions.
What are your budgeting habits?
I keep track of my income and expenses
I usually spend within my means
I have an emergency fund
Planning for Retirement
How are you doing with saving and planning for retirement?
I plan to retire in:
What are the main reasons why you are not saving more for
(Choose all that apply)
Are your savings invested in a way that is right for you?
- I don’t have any savings
- I don’t know
- I think so
I have... (Choose all that apply)
How are you doing with managing your debt?
I am able to make my debt payments with no difficulty
In the last 12 months (choose all that apply)
Who depends on you for financial support (choose all that apply):
Would you feel financially prepared if one of these events happened to you, your spouse or dependents?
Do you have a Power of Attorney?
Do you have a will?
Dealing with money causes me stress
I worry about my financial situation
Worrying about money distracts me at work
How ready are you to take steps to improve your financial situation?
Financial products and advice
I own financial products (investments or insurance) outside my employer plans
I usually consult a professional financial advisor before making a financial move
Check one or more of these statements if they apply to you
Select your Top 3 Financial Priorities from the items below:
You have taken an important first step to improving your financial future.
You're on your way to good financial health. Your personalized action plan will help you get there.