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Your money health scoreMoney health check

Answer 13 quick questions about your spending, safety net, debt and saving. You'll get your money health score and one clear next step for each area.

How it works

  • 4 sections with questions
  • Answer each question to see your result
  • See your results at the end

About the Your money health score template

For financial coaches, planners and personal finance creators. Scores spending, safety net, debt and saving habits, gives every result a next step and, once 20 people have taken it, shows how each person compares with the rest.

Use this template free

No credit card required. Customize questions, scoring, and results after signup.