Know your financial health score
Free assessments that give you an honest picture of where you stand — with specific, prioritized steps to improve.
Financial Wellness Score
20 questions · ~5 minutes
Your master financial health score across 5 pillars: cash flow, debt, savings, investments, and protection. Scored out of 850 — like a financial credit score.
Annual Financial Checkup
35 questions · ~10 minutes
A comprehensive year-end financial audit across 7 domains. Get a letter grade, domain-level breakdown, and a 12-month action plan prioritized by impact.
Tax Health Score
15 questions · ~4 minutes
Find out how much you're overpaying in taxes. We estimate the dollar value of each missed opportunity — 401(k), HSA, Roth IRA, capital gains timing, and more.
W-2 Tax Checkup
10 questions · ~4 minutes
Are you overpaying taxes as a salaried employee? Score your withholding accuracy, pre-tax benefit elections, and W-4 setup — with specific dollar savings for each change.
College Readiness Score
8 questions · ~3 minutes
Is your 529 on track to cover your projected college costs? Score your savings rate, tax optimisation, and financial aid awareness — with a gap analysis and action plan.
Retirement Readiness Score
12 questions · ~6 minutes
A comprehensive retirement assessment across 5 dimensions: savings rate, investment strategy, tax efficiency, retirement planning depth, and risk coverage.
Investor Profile Quiz
10 questions · ~4 minutes
Discover your risk tolerance and investment personality. Get a model portfolio allocation matched to your profile with suggested fund types.
Financial Resilience Score
16 questions · ~5 minutes
How well could you absorb a financial shock — job loss, medical emergency, or market crash? Includes visa holder scenarios with immigration-specific resilience factors.
Mortgage Readiness Score
10 questions · ~4 minutes
Are you truly ready to buy a home? Score your credit profile, DTI, down payment, cash reserves, and lender eligibility — with a clear verdict and next steps.
Immigrant Financial Readiness
20 questions · ~6 minutes
How well integrated is your US financial life? Score your credit building, tax setup, emergency savings, retirement accounts, and long-term financial integration.
Estate Readiness Assessment
8 questions · ~3 minutes
How protected are your family and assets? Score your will, beneficiary designations, power of attorney, healthcare directive, and life insurance coverage.
How it works
Explore our free courses and guides to understand the concepts behind your score.
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