Answer some questions about your spending, saving habits, and your debt level.
Based on your answers, we'll rank your financial health score and offer resources to help you develop good money habits that will lead you toward the life you want to live.
In less than five minutes, you’ll have a personalized plan to start the journey toward your goals. Are you ready to put it to work? Let's get started!
This financial assessment evaluates the 8 most important aspects of your relationship with money.
Behaviors and Emotions
Consider how you feel about money and learn how to make your finances a source of fulfillment.
Emergency Fund
Discover if you’re prepared to weather an emergency and how to create a safety net.
Savings
Evaluate your progress toward savings goals and learn what you can do to reach them faster.
Credit
Examine your credit score and borrowing habits to find opportunities to improve.
Insurance
Insurance
Insurance
Check for cracks in your coverage and prepare to protect your future.
Spending Habits
Take a look at how you spend your money and discover how to improve your budgeting skills.
Debt
List your debts and see how your payments affect your overall financial health.
Retirement
Find out if you’re on track to retire and what you can do to pick up the pace.
This is just the start of your financial journey. Learn more Good Money Habits to help you grow your relationship with money and achieve your goals.
Disclosures
If not currently a Members Choice member, a $5 deposit is needed to establish membership. All memberships are subject to approval including credit approval.
Zelle® and the Zelle® related marks are wholly owned by Early Warning Services, LLC and are used herein under license.