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Financial Health Assessment

“You must gain control over your money or the lack of it will forever control you.” – Dave Ramsey

What is Financial Health?

As we head into the fall, back to school, and back to work and family routines, this is an ideal time to check in with your financial health. But what does that mean?


There is no ideal measure of financial health, just like there isn't for physical or mental health. However, we can know signs that indicate when we're at risk, and best practices that help us avoid risk where possible. For example, when we have a regular habit of checking in on our finances, protecting our assets, and planning for emergencies, we're taking care of our financial health.

Financial Health Assessment
Take the Positive Money Financial Health Assessment today

The Positive Money Financial Health Assessment

One way to check in on your financial health is to take the Positive Money Financial Health Assessment. This is a simple checklist of things you can be doing to manage your finances, plan for emergencies, and protect your assets. Grade yourself on how you're doing on these tasks and follow the recommendations depending on your score.


If you know you need to do more, consider the practice of Money Dates either with yourself or others equally invested in your financial health. (See link to purchase below.) If you want more support, enroll in the "Get Your Financial Health in Order" online, self-guided course.


Whatever path you take, you and it is worth it.




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