Your Score
See how your financial habits and goals add up with our quick questionnaire.
FAQs
What are goals?
Your top financial goals should be clear and measurable.
How to score goals?
Scores range from 0 for no goals to 3 for clear targets with milestones.
Why track savings plans?
Tracking savings helps assess your discipline and cash flow management over time.
What if no budget?
No budget scores zero, indicating room to improve financial control.
Can goals change?
Yes, goals evolve as your priorities and circumstances shift.
How detailed should answers be?
Brief but specific answers help accurately assess your financial habits and goals.
Get in Touch
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