Before you can plot a successful path to financial success, you need an accurate starting point. Take the assessment and get a baseline WISE Financial Fitness Score. As you increase your financial fitness, you’ll take the assessment again. Watch your WISE Financial Fitness Score increase as your financial fitness does. Pick the answer that is most accurate for you.
WISE Financial Fitness Score
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Your scores for each category show you where you need the most work to increase your financial fitness. Review the WISE Scale to see your Wealth Builder level and which core class you really need in the WISE Wealth Up Protocol. Although, we do suggest watching all the core courses.
WISE Scale: Your financial fitness level is
Novice: less than or equal to 165 points
Junior: less than or equal to 200 points
Senior: less than or equal to 270
Professional: less than or equal to 325
Expert: less than or equal to 357
Master: equal to 358
Ready to take it up a notch to the next level? Check out all the membership levels.
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Do you consistently contribute to a retirement account?
Do you consistently meet with a financial advisor?
Have you started a college fund for your children?
Have you opened an IRA account?
Your debt balances have not increased within the past three months.
You’ve taken action to not carry a balance on your credit cards.
Have you designed a debt elimination strategy?
You maxed out your retirement account contributions for the year.
You contributed enough money to your retirement account to meet the employer match.
Is your side hustle business making enough profit to increase your household income?
I have monthly finance meetings with my partner or spouse.
I use a money tracking system to monitor my spending.
Does your housing cost 28% or less of your income?
Do you consistently create and use a household budget?
Do you consistently check your account balance before making a purchase?
Do you pay your bills on time?
You’ve purchased the appropriate amount of life insurance.
You’ve purchased health insurance.
You’ve purchased property and casualty insurance.
You’ve purchased short-term and disability insurance.
Have you opened a savings account for an emergency fund?
Do you save money consistently?
Do you take actions to cut costs?
How much progress have you made with your emergency fund?
How much of your income goes towards saving?
Do you create financial goals for each year?
Do you create a visual reminder of your goals?
Do you actively work on increasing your financial literacy?
Do you actively try to buy more assets than liabilities?