Financial Wellness Assessment

Confidential - Property of Alliant Credit Union

Financial Wellness Assessment

Confidential - Property of Alliant Credit Union
Welcome! This assessment consists of three parts:

Demographics and Personal Goals, Financial Wellness and Financial Literacy.

It should take no longer than 10 minutes to complete and you will receive a personalized report with some helpful links. The report will give you an idea of where you stand in managing your finances as well as allow you to compare your result to the national average.

Your responses are completely confidential.

Part I: Demographics and Personal Goals

What is your age?
What is your marital status?
Do you have any children under 18 living at home?
How are you involved in the financial decision making for your household?
Are you employed?
What kind of organization do you work for?
Do you own a home or rent?
What is the highest level of education you have completed?
What is your household income?
What are your financial goals for the next 12 months? (check all that apply)