Financial Wellness Assessment

What is the NPCU-FIN-8 Financial Wellness Assessment?

This assessment is a tool designed to give you a snapshot of your current financial health. It gauges your understanding of key financial principles, your money management habits, and your overall financial preparedness.

What Will It Cover?

Spending Habits: Focus on where your money goes each month and determine whether your spending aligns with your financial goals.

Debt Management: Understand the state of your debts and identify effective repayment strategies.

Savings and Investments: Gauge if you’re saving enough for emergencies and future goals, and learn about investment opportunities

How Does It Work?

Questionnaire: Answer a series of questions related to your income, expenses, savings, debts and financial behaviors.

Instant Analysis: Once completed, the tool will provide you with a score highlighting your strengths and areas of improvement.

Personalized Recommendations: Get actionable steps and resources to help improve your financial wellness.

Why Should You Take It?

Understanding your financial well-being is the first step towards a more secure and prosperous future. By knowing where you stand today, you can make informed decisions and create a plan for your financial journey.

Privacy & Confidentiality:

All data provided is used strictly for assessment purposes and is encrypted. No personal information will be shared, sold or used for any other purposes.