Assess your financial wellness

August 10, 2022

One of the first steps toward financial wellness is to understand where you’re starting from. Complete eight short questions to find out what you’re already doing well, and where you can find opportunities to improve.

By answering these eight short questions, you’ll get more insight into how you’re doing in four key financial areas: saving, spending, borrowing and planning. This can be a great starting point as you begin to improve your financial wellness.

Your assessment results will help you understand what things you’re already doing well at, and what areas you might want to work on a bit more. We’ll also provide some tips and resources that can help you along your journey toward financial wellness. Your results are confidential and will not be shared.

Ready to begin? Answer the questions below.

This analysis leverages the Financial Health Network's FinHealth Score® Toolkit. The information generated by the assessment is for educational purposes only and does not constitute investment, financial, tax, or legal advice. In making the assessment available for your use, U.S. Bank is not acting as a financial advisor. Please contact the appropriate U.S. Bank investment, financial, or banking advisor regarding your specific needs and situation.

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The information provided represents the opinion of U.S. Bank and U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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