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Get to know your level of Financial Fitness!


By taking this assessment, you will gain a better understanding of your current financial situation. Your total score will give you an idea of your financial fitness, as well as recommendations on next steps to take.


  • Fill out the form to the right to request the assessment download. 
  • Print out the PDF and complete the questions on the first page. 
  • Total your score and review your rating category on page two.

You may need to gather documents and other information that will help outline your own situation, so take your time.  Once complete, total your score, then flip the page over to get your assessment and read recommendations on how you can improve your financial fitness level. Then, explore the additional free resources to help you start making gains in your financial life.

Download the Assessment

Are You Financially Fit?