Money Score Assessment

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Quiz Questions

1.
How many months of savings do you currently have?
- A.
  1 year +
- B.
  10 months
- C.
  9 months
- D.
  8 months
- E.
  7 months
- F.
  6 months
- G.
  5 months
- H.
  4 months
- I.
  3 months
- J.
  2 months
- K.
  1 month
- L.
  Less than 1 month
- M.
  I have no savings
2.
How much debt do you have as a percentage of your annual income?
- A.
  I'm debt free!
- B.
  5%
- C.
  10%
- D.
  20%
- E.
  30%
- F.
  40%
- G.
  50%
- H.
  60%
- I.
  70%
- J.
  80%
- K.
  90%
- L.
  I owe about the same as my annual income.
- M.
  I owe more than I make annually.
3.
What is your Income Gap or Surplus?
- A.
  50% Surplus
- B.
  40% Surplus
- C.
  30% Surplus
- D.
  20% Surplus
- E.
  15% Surplus
- F.
  10% Surplus
- G.
  5% Surplus
- H.
  1% Surplus
- I.
  Break Even
- J.
  1% Gap
- K.
  5% Gap
- L.
  10% Gap
- M.
  20+% Gap
4.
How far in advance have you saved for your next BIG event?
- A.
  Fully funded!
- B.
  10+ years
- C.
  Within 10 years
- D.
  Within 5 years
- E.
  Within 2 years
- F.
  Within 18 months
- G.
  Within the next year
- H.
  Within 6 months
- I.
  Within 3 months
- J.
  Within the next month
- K.
  This month
- L.
  I've got something coming, but I don't know when
- M.
  Haven't thought about it
5.
How much do you owe on your house based on the purchase price?
- A.
  My house is PAID OFF!!
- B.
  1-10% of purchase price
- C.
  11-20% of purchase price
- D.
  21-30% of purchase price
- E.
  31-40% of purchase price
- F.
  41-50% of purchase price
- G.
  51-60% of purchase price
- H.
  61-70% of purchase price
- I.
  71-80% of purchase price
- J.
  81-85% of purchase price
- K.
  86-90% of purchase price
- L.
  91-95% of purchase price
- M.
  96% or more of purchase price
- N.
  I don't have a mortgage (ex. I rent)
6.
How much are you contributing annual to your retirement (as a percentage of your annual income)?
- A.
  10+% or fully funded
- B.
  9% of annual income
- C.
  8% of annual income
- D.
  7% of annual income
- E.
  6% of annual income
- F.
  5% of annual income
- G.
  4% of annual income
- H.
  3% of annual income
- I.
  2% of annual income
- J.
  1% of annual income
- K.
  Less than 1% of annual income
- L.
  I have an account, but I'm not contributing right now
- M.
  None

Quiz Outcomes

1.
Your Money Score is 1
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Money management is a bit foreign to you...and that's OK! It's not your fault, but it is still your responsibility. Although you're foggy on how to spend and save money, you're ready to learn. Unexpected bills (like the car breaking down) would cause undo stress on your bank account. You might be just surviving. It's time to gain control and learn how to make your situation better!
2.
Your Money Score is 1.5
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Money management is a bit foreign to you...and that's OK! It's not your fault, but it is still your responsibility. Although you're foggy on how to spend and save money, you're ready to learn. Unexpected bills (like the car breaking down) would cause undo stress on your bank account. You might be just surviving. It's time to gain control and learn how to make your situation better!
3.
Your Money Score is 2
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You're a survivor~getting by one day at a time financially or living paycheck to paycheck. You decide how and when to spend your money based on the all-telling "how much is in my bank account" thermometer. You're okay today...but what about tomorrow? It's time to gain control and learn how to make your situation better!
4.
Your Money Score is 2.5
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You're a survivor~getting by one day at a time financially or living paycheck to paycheck. You decide how and when to spend your money based on the all-telling "how much is in my bank account" thermometer. You're okay today...but what about tomorrow? It's time to gain control and learn how to make your situation better!
5.
Your Money Score is 3
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You're a survivor~getting by one day at a time financially or living paycheck to paycheck. You decide how and when to spend your money based on the all-telling "how much is in my bank account" thermometer. You're okay today...but what about tomorrow? It's time to gain control and learn how to make your situation better!
6.
Your Money Score is 3.5
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You know how to manage your money. Although you're not perfect, you get by with what you do know. Unexpected expenses usually deal a blow to the bank account. You DO have money left over in your bank account after payday, and that feels darn good. You are eager to improve upon your situation with some sound advice and implementation.
7.
Your Money Score is 4
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You know how to manage your money. Although you're not perfect, you get by with what you do know. Unexpected expenses usually deal a blow to the bank account. You DO have money left over in your bank account after payday, and that feels darn good. You are eager to improve upon your situation with some sound advice and implementation.
8.
Your Money Score is 4.5
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You're a smart cookie when it comes to your money. You've made wise decisions in the past when it comes to saving, spending and living. You are well-ahead of others and have prepared yourself quite well for the future. You're on a great path and want to continue to make sound financial decisions.
9.
Your Money Score is 5
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You're a smart cookie when it comes to your money. You've made wise decisions in the past when it comes to saving, spending and living. You are well-ahead of others and have prepared yourself quite well for the future. You're on a great path and want to continue to make sound financial decisions.
10.
Your Money Score is 5.5
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You're a smart cookie when it comes to your money. You've made wise decisions in the past when it comes to saving, spending and living. You are well-ahead of others and have prepared yourself quite well for the future. You're on a great path and want to continue to make sound financial decisions.
11.
Your Money Score is 6
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Money baller! That's you...highly skilled at managing your money. Friends and family turn to you for advice. You know exactly how to earn, save and spend your money. You are prepared for almost anything life throws at you; expected or unexpected. Congratulations on your success. You got this!
12.
Your Money Score is 6.5
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Money baller! That's you...highly skilled at managing your money. Friends and family turn to you for advice. You know exactly how to earn, save and spend your money. You are prepared for almost anything life throws at you; expected or unexpected. Congratulations on your success. You got this!
13.
Your Money Score is 7
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Money baller! That's you...highly skilled at managing your money. Friends and family turn to you for advice. You know exactly how to earn, save and spend your money. You are prepared for almost anything life throws at you; expected or unexpected. Congratulations on your success. You got this!

Money Score Assessment

Discover your true Money Score!

Quiz Questions

Quiz Outcomes