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BBI

Financial Health Checkup

8 questions, 2 minutes, no email required. Your answers never leave your device.

How many months of expenses could you cover from savings if your income stopped today?

1.How many months of expenses could you cover from savings if your income stopped today?

How much high-interest debt (credit cards, payday loans) do you carry month to month?

2.How much high-interest debt (credit cards, payday loans) do you carry month to month?

What percentage of your income do you save or invest each month?

3.What percentage of your income do you save or invest each month?

Are you contributing to a retirement account (401(k), IRA, pension, PPF/EPF)?

4.Are you contributing to a retirement account (401(k), IRA, pension, PPF/EPF)?

Do you know where your money goes each month?

5.Do you know where your money goes each month?

How much of your take-home pay goes to housing (rent or mortgage + costs)?

6.How much of your take-home pay goes to housing (rent or mortgage + costs)?

Is your net worth (assets minus debts) growing year over year?

7.Is your net worth (assets minus debts) growing year over year?

If something happened to you tomorrow, would your finances survive? (insurance, will, beneficiaries)

8.If something happened to you tomorrow, would your finances survive? (insurance, will, beneficiaries)

Scores are computed locally in your browser. Nothing is uploaded, stored, or shared.

Disclaimer: This checkup is for informational and educational purposes only. Your score and recommendations are general estimates, not financial, tax, legal, or investment advice. Consult a qualified financial advisor before making financial decisions. See our Terms of Service.

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