Know your financial health score

Free assessments that give you an honest picture of where you stand — with specific, prioritised steps to improve.

Financial Wellness Score

20 questions · ~5 minutes

Your master financial health score across 5 pillars: cash flow, debt, savings, investments, and protection. Scored out of 850 — like a financial credit score.

What it covers

● Cash flow & budgeting

● Debt management

● Emergency savings

● Retirement & investing

● Insurance & protection

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Highly actionable

Tax Health Score

15 questions · ~4 minutes

Find out how much you're overpaying in taxes. We estimate the dollar value of each missed opportunity — 401(k), HSA, Roth IRA, capital gains timing, and more.

What it covers

● Retirement accounts

● HSA & FSA

● Capital gains timing

● Deductions & credits

● Self-employed tax

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How it works

Answer honestly

Short, non-invasive questions about your financial situation. No sensitive data — no account numbers, SSN, or passwords.

Get your score

An instant, personalised score with a breakdown by category. Colour-coded so you see immediately where to focus.

See your next steps

Specific, prioritised actions. Not generic advice — tied to your answers and ranked by impact.

Want to learn more?

Explore our free courses and guides to understand the concepts behind your score.

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