Financial Wellness Check
Calculator
How do you feel about your finances in general?
Struggling
Getting by
Comfortable
Secure
Excellent
How good do you feel at budgeting?
Not Good
Could be better
Fine
Pretty good
Excellent
Pick your top concerns relating to your finances?
Cost of living
Energy Bills
Groceries
Managing Debt
Budgeting
Financial Anxiety
Do you pay your bills on time?
Yes
Sometimes
No
Do you have monthly debt repayments?
Yes
No
Do you know roughly how much debt you have?
£0 - £2,000
£2,000 - £6,000
£6,000 - £10,000
£10,000+
How often do people you owe money to try to call you?
Never
A little
Sometimes
Often
Very often
How would you rate your overall financial stability?
Very poor
Poor
Fair
Good
Excellent
How prepared are you for a life event?
Not at all
Slightly
Somewhat
Mostly
Excellent
What is your full name?
What is your email address?
What is your phone number?
Useful Information
We ask this to get a sense of your overall relationship with money. Are you feeling confident and in control, or does thinking about your finances bring stress and worry? Consider how you typically feel when managing your money, paying bills, or thinking about your financial future.