Financial Well-Being Score Tool

Understand and track your Financial Well-Being and Overall Personal Well-Being Score, anytime, anywhere.

The subjective Financial Well-Being Index Model is being made accessible as a publicly available tool by non-profit Financial Resilience Institute, as we work to help improve financial well-being for all.

Begin Understanding Your Financial Well-Being

Upon completion of the 2-minute survey users will receive their Financial Well-Being Score along with their Overall Personal Well-Being Score.

Your Financial Well-Being

Consumers’ financial well-being is defined as ‘a state of being where a person can meet their current and on-going financial obligations, feel secure in their financial future and is able to make choices that allow her to enjoy life’.

Your overall personal well-being is based on an average rating of your well-being across six dimensions. These are financial well-being, emotional well-being or mental health, physical health and well-being, satisfaction with work; relationship with friends and family and feeling connected with neighbours and community.

Both subjective Financial Well-Being and Overall Well-Being Scores relate to your financial well-being and overall well-being based on your feelings and reported behaviours.

Help Your Stakeholders Track Their Financial Well-Being

Financial Resilience Institute has made its open-sourced Financial Well-Being Index Model and Toolkit available to organizations looking to measure and track their clients or communities financial well-being. The individual financial well-being scoring tool is available as a white-labelled solution for organizations as well. If your organization is interested in learning more please contact us at info@finresilienceinstitute.org for more information.