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Personal Finance Self-Check

A self-assessment of adults' budgeting habits, savings, retirement readiness, financial knowledge and goals.

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Questions in this template

Everyday Money Habits

  1. This short self-check looks at how you manage money today and how ready you feel for the future. Your answers help point to areas worth attention.

  2. How often do you look over your budget or spending?

    Choose one:

    • Daily
    • Weekly
    • Monthly
    • Rarely
    • Never

  3. Which of these do you do on a regular basis? Select all that apply.

    Choose any that apply:

    • Investing
    • Putting money aside for retirement
    • Paying down debt
    • Building an emergency fund
    • None of these

  4. Where do you usually get information or advice about money? Select all that apply.

    Choose any that apply:

    • Financial adviser
    • News media
    • Websites and blogs
    • Friends or family
    • None of these

  5. Anything you would like to add about the sources you use? (optional)

    Condition: Shown when at least one source was selected

    Open answer

Readiness for the Future

  1. How confident do you feel that you are on track financially for retirement?

    Choose one:

    • Very confident
    • Confident
    • Neutral
    • Not confident
    • Not at all confident

  2. Does each of the following describe you?

    • I have a plan for my finances
    • I have savings set aside for emergencies
    • I understand the basics of how investing works

    For each row: choose one:

    • Yes
    • Not sure
    • No

Financial Knowledge

  1. How would you rate your own understanding of each topic?

    • Investing
    • Planning for retirement
    • Managing debt
    • Budgeting

    For each row: choose one:

    • 1 - Very poor
    • 2
    • 3
    • 4
    • 5 - Very good

Goals and Outlook

  1. What is the most important thing you want to achieve with your finances over the next five years?

    Open answer

  2. Overall, how satisfied are you with your financial situation right now?

    Choose one:

    • Very satisfied
    • Satisfied
    • Neutral
    • Dissatisfied
    • Very dissatisfied

  3. What is the main reason for your answer? (optional)

    Condition: Shown after a satisfaction rating

    Open answer