Financial wellness checkup
Welcome to your financial wellness checkup
It’s easy to do. Take five minutes to answer a few simple questions about your finances and you’ll find out how you are doing in:
- Being able to budget
- Managing and reducing debt
- Building savings
- Protecting your finances
You’ll then get ideas, suggestions and steps you can take to improve your financial fitness.
We’re excited to help you build your financial wellness. Let’s get started!
Language: English
*Required
More information
Your participation is on a voluntary basis; your employer (if applicable) does not require you to take this survey. Your individual results are anonymous and confidential – they won’t be shared with your employer (if applicable) in a way that can identify you. They can only see the aggregated results from everyone who takes part.
If you need to go back to change an answer to a question, click the back button at the bottom of the page. Once you begin the assessment, you will need to finish it to receive your results. You will not be able to save your progress and return later, although you can download a copy of your results page at the end for future reference.
The Privacy Policy outlines how your data will be collected, protected and used. The Terms of Use govern your use of this website and other Fidelity websites in this financial experience. By clicking onto the next page, you are acknowledging and consenting to these policies.