How To Take A Financial Assessment and Analyze it

How To Take A Financial Assessment and Analyze it

Financial wellness plays a significant role in holistic well-being. Our financial assessment helps individuals better understand their current financial health.  And our financial resources and tools help to educate, positioning you for better-informed decisions.


The Financial Assessment can be completed and analyzed from the web platform only.

 

Taking The Financial Assessment:

1. Log in to the web platform using the correct credentials.


2. Navigate in the side menu bar to find Programs.

3. Click on Financial Assessment.


4. To take a new assessment, click on ‘New Assessment’ at the top right corner of the screen.


5. Answer the assessment questions, progressing through each page/category.


6. Based on your answers, your financial results will be calculated and displayed in the Financial Assessment page.


 

Analyzing the Financial Assessment:

After taking the financial assessment, the results will be displayed for each category.


1. Navigate to the Financial Assessment page in the Programs section of the menu bar.

2. The page shows different financial categories for which the assessment was taken.


3. Click on each financial category to see your results.


4. You can also find links to related online resources, such as informative articles, online calculators, and more.

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