Just in time (actually a day late) for #FinHealthMatters day, try this quick financial health check up! Don’t worry: zero co-pays here and your answers are confidential because they’re not tracked.
The Center for Financial Services Innovation has developed an eight-point scale to help financial institutions adjust their products and services to “… focus on improving consumers’ lives.” This was driven by their discovery that 57% of Americans are struggling financially.
Whether or not we think we’re among that 57%, we can use the same metrics as a self-test to make sure that we’re managing our financial lives well and haven’t missed anything big. So, we turned the CFSI indicators into an online tool that you can use to test yourself. See below (you need to be online to see it).
If the quiz turns up any opportunities for improvement, helpful links will appear. Your answers are anonymous. I took this test and resolved to get more serious about our budgeting. Sorry, Seamless! What opportunities will you find?