GMFSI Planning & Wellness Suite

Financial Wellness Scorecard V2.0

Assess your financial readiness across cash flow, savings, debt, emergency planning, retirement, protection, goals, estate planning, and tax awareness—then generate a personalized wellness snapshot.

Enhanced Wellness Edition

✓ Confidential ✓ Educational ✓ No obligation

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Your Financial Wellness Assessment

Move each slider from 1 (strongly disagree) to 5 (strongly agree), then complete the checklist and select the areas where you would like support.

Financial Wellness Checklist

I use a monthly budget or cash-flow system. I have an emergency fund covering 3–6 months. I save regularly for short- and long-term goals. My debt is manageable and under control. I have adequate insurance coverage. I understand my credit report and score. I contribute regularly toward retirement. I have a will, POA, and beneficiary review.

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Financial Action Planner

Choose the areas where you would like support.

Your Contact Details

Full Name Email

Phone (optional)

Financial Wellness Score

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Complete your assessment

Your personalized financial wellness snapshot will appear here.

Assessment Score0/70

Checklist Progress0/8

Selected Action Topics0

Wellness Band—

Category Snapshot

Top Suggested Focus Areas

Personalized Next Step

Complete the assessment to receive a suggested next step.

Generate your score to create a printable wellness report and send the summary to GMFSI.

Schedule a Financial Wellness Review

Educational planning tool only. This score is based solely on the answers selected and is not financial, investment, insurance, tax, legal, accounting, credit, or estate-planning advice. A personalized recommendation requires a proper review of your circumstances, goals, documents, risk tolerance, existing coverage, and financial resources.

GMFSI Financial Wellness Scorecard

Your Financial Wellness Assessment

Financial Wellness Checklist

Financial Action Planner

Your Contact Details