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FinancialWellnessAssessment

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.

About you icon

About you

Gender

Age

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Household income

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Home ownership

Budgeting icon

Budgeting

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 icon

Planning for Retirement

How are you doing with saving and planning for retirement?

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I plan to retire in:

?

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What are the main reasons why you are not saving more for retirement?
(Choose all that apply)

Investing icon

Investing

Are your savings invested in a way that is right for you?

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  • I don’t have any savings
  • I don’t know
  • I think so
  • Definitely
Debt management icon

Debt management

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)

Financial protection icon

Financial protection

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?

Death

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  • No
  • Somewhat
  • Yes

Disability

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  • No
  • Somewhat
  • Yes

Serious Illness

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  • No
  • Somewhat
  • Yes

Do you have a Power of Attorney?

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  • No
  • I don't know
  • Yes

Do you have a will?

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  • No
  • I don't know
  • Yes
Financial stress icon

Financial stress

Dealing with money causes me stress

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  • Often
  • Sometimes
  • Rarely

I worry about my financial situation

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  • Often
  • Sometimes
  • Rarely

Worrying about money distracts me at work

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  • Often
  • Sometimes
  • Rarely

How ready are you to take steps to improve your financial situation?

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  • Not at this time
  • Somewhat
  • Very
Financial products and advice icon

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

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  • Disagree
  • Neutral
  • Agree

Check one or more of these statements if they apply to you

Financial priorities icon

Financial priorities

Select your Top 3 Financial Priorities from the items below:

Results icon

Results

You have taken an important first step to improving your financial future.

Your score

0

of 100

User average

0

of 100

You're on your way to good financial health. Your personalized action plan will help you get there.

Your personalized action plan

Icon showing books leaning against each other on a shelf.

Resource library

Your score

0

of 100

You're on your way to good financial health. Your personalized action plan will help you get there.

User average

0

of 100

Your score breakdown

  • green star legend icon
    You're doing great!
  • yellow circle legend icon
    Needs some work
  • red block legend icon
    Needs a lot of work

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Budgeting activities

Average

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Retirement planning

Average

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Investing

Average

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Financial protection

Average

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Financial stress

Average

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Debt management

Average

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