Financial Wellness Assessment: A Complete Guide
Your step-by-step guide to assessing financial health, building resilience, and planning for a secure future. Money is one of the most common sources of stress in life. From rising living costs to debt burdens and retirement worries, people often feel overwhelmed when it comes to managing finances. That’s where a financial wellness assessment comes in. Think of it as a health check-up for your money — a way to understand where you stand, what’s working, and where improvements are needed. This guide takes you through everything you need to know about financial wellness: from building better financial habits and strengthening resilience to using retirement planning tools and tackling debt repayment effectively. By the end, you’ll have a practical roadmap for improving your financial well-being and long-term stability. What is a Financial Wellness Assessment? A financial wellness assessment is a structured process that helps you evaluate your current financial situation. It’s more...