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Financial Health Assessment

Self-Assessment

Evaluate Your Financial Health

Do you track your monthly income and expenses?
How often do you review and adjust your budget?
What do you do when you face an unexpected expense?
Do you set and follow spending limits for different categories?
How do you handle excess money at the end of the month?
Do you feel financially prepared for unexpected changes in income?
Do you know your average monthly spending across major categories (e.g., groceries, transportation, housing)?
How do you adjust your spending when your income or expenses change?
Do you use any tools (like apps, spreadsheets, or calendars) to plan your money between paydays?
What types of debt do you currently have? (Score the lowest applicable category)
What percentage of your income goes toward debt payments?
How do you prioritize debt payments?
What is your credit utilization? (balance vs. limit)
Do you have a plan to be debt-free?
Do you regularly review and adjust your credit strategy?
When was the last time you checked your credit report or credit score?
How many months of living expenses do you have in an emergency fund?
Do you contribute to savings regularly?
If you lost your primary income, how long could you maintain your lifestyle?
Do you save for short-term goals (vacations, home repairs, etc.)?
Do you invest for long-term financial growth?
Do you regularly review and adjust your investment strategy?
Do you contribute to a retirement savings plan? (RRSP, TFSA, work Pension, etc.)
What percentage of your income is invested for long-term growth?
How diversified are your investments?
Do you regularly review and adjust your investment strategy?
Do you have a plan for passive income in retirement?
Do you have life, health, and disability insurance coverage?
Do you have a will and power of attorney?
Do you review your insurance policies regularly?
How confident are you in your ability to manage money?
Do you set and track financial goals?
How disciplined are you with saving vs. spending?
COACHING PROGRAMS

Tailored Financial Coaching Solutions

Based on your Financial Health Assessment results, you'll be automatically matched with the coaching program that best fits your needs. Each coaching program is specifically designed to address the financial challenges and opportunities at your current stage, helping you build a stronger financial future.

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ON-DEMAND SUPPORT

Get Help With Your Assessment Anytime

Have questions about your results or need guidance on next steps? Book a one-on-one session to review your assessment, understand your score, and create a personalized action plan. Flexible scheduling available – virtual or in-person.

REQUEST ASSESSMENT SUPPORT
Our Assessment

How The Assessment Works

Our comprehensive process evaluates your finances, delivers a personalized score, and provides a clear roadmap for improvement.

  • Complete Assessment

    Answer questions about your financial situation, habits, and goals through our user-friendly assessment tool.

  • Receive Analysis

    Get your personalized financial health score and a detailed breakdown of strengths and areas for improvement.

  • Take Action

    Follow your customized action plan with specific steps to improve your financial health and track your progress.

Start Your Financial Health Assessment