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Financial Assessment
Discover your financial health and get a personalized plan to achieve your money goals
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Question 1 of 5
What's your current debt situation?
I'm debt-free!
I have debt but I'm managing it well
I'm struggling with debt payments
I'm not sure about my total debt
Question 2 of 5
Do you have an emergency fund?
Yes, 6+ months of expenses
Yes, 3-6 months of expenses
Yes, 1-3 months of expenses
No emergency fund yet
Question 3 of 5
How often do you save money?
I save money every month
I save money sometimes
I rarely save money
I don't save money
Question 4 of 5
Are you currently investing?
Yes, I invest regularly
Yes, occasionally
I'm planning to start
No, not yet
Question 5 of 5
What's your biggest financial goal right now?
Become debt-free
Build an emergency fund
Save for retirement
Buy a home
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