Your Financial Wellness Checkup
Turn Questions Into Clarity
Explore retirement scenarios, investment growth opportunities, debt repayment strategies, insurance planning ideas, corporate cash analysis, and more.
Financial Wellness Checkup – Free Interactive Assessment
Welcome to the free Financial Wellness Checkup from Green Mountain Financial Services Inc. (GMFSI). In a few minutes, assess your day-to-day money confidence, savings & investments, debt strategy, emergency preparedness, retirement planning and insurance coverage—then receive a total score and simple next steps.
How the Financial Wellness Checkup Works
Rate 7 statements on a 1–5 scale covering: daily finances, savings & investments, debt plan, emergencies, retirement readiness, insurance coverage, and goal-setting. When you’re done, the page displays your total score and brief guidance.
- Complete all sliders (1 = strongly disagree, 5 = strongly agree).
- Enter your name and email to receive your results and recommendations.
- Optionally, book a complimentary call to review opportunities to improve your score.
Why Your Financial Wellness Matters
Financial wellness blends confidence in everyday money management with long-term planning. Improving weak areas (like emergency funds, debt strategy, or insurance protection) can reduce stress and build resilience. If you run a business, aligning insurance, investments, and group benefits strengthens both your household and your company.
Want deeper background? See our related resources: Tools & Insights, Blog, or learn more About GMFSI.
Score Guide: What Your Result Means
Total possible points: 35 (7 questions × 1–5).
- 30–35 (Excellent): You’re in strong shape; consider fine-tuning strategy and tax efficiency.
- 20–29 (Good): Good foundation; address 1–2 areas to level up (retirement, insurance, or debt plan).
- < 20 (Needs Attention): Prioritize a focused game plan to reduce risk and improve stability.
Next Steps
- Finish the checkup and review your score summary on this page.
- Get your emailed results and quick-wins checklist.
- Book a complimentary consultation: we’ll review your retirement readiness, insurance coverage, and investment strategy.
Financial Wellness Checkup – FAQs
How long does the assessment take?
About 2–3 minutes. Slide each bar, enter your details, and click “Send my results.”
Is the assessment personalised?
Yes. When you submit your results, we email a summary plus suggestions tailored to your responses.
Is my information confidential?
Absolutely. GMFSI is privacy-first. We never share your information without consent. Review our Privacy Policy for details.
What happens after I get my score?
You’ll receive quick recommendations and optional next steps. You can book a complimentary consultation if you’d like a deeper review.
Why review insurance if I already have coverage?
Needs evolve with life changes and business growth. A periodic review helps ensure your coverage remains suitable and cost-effective.
Turn Investment Questions Into Clearer Decisions
Explore three interactive calculators designed to help you evaluate investment performance, understand compound growth, and estimate what may be required to achieve greater financial independence.
Rate of Return Calculator
Evaluate how your investment has performed by measuring overall ROI, annualized return, inflation-adjusted real return, and performance relative to a benchmark.
Rule of 72 Calculator
Estimate how long an investment may take to double, calculate the approximate return required, and visualize compound growth over time.
Financial Freedom Calculator
Estimate the investment assets, savings, timeline, and income required to support your desired lifestyle with greater financial independence and flexibility.
Investment strategy
See where you are.
Choose where to go.
Enter the dollar value of what you own today. The tool converts those holdings into percentages automatically, so you can compare them with a recommended target.
Today
Current Portfolio
Recommended
Target Portfolio
Simple guide
Four steps. One clear comparison.
Enter current values
Type the current dollar value for each asset category. Enter zero when the client does not own that category.
Review the percentages
The current portfolio total and percentage allocation are calculated automatically as you type.
Set the target
Enter the recommended percentage for each category. The target should add up to exactly 100%.
Compare the mix
Use the two charts to discuss how the proposed portfolio differs from the client’s current holdings.
Illustrative planning tool only. A recommendation should reflect the client’s objectives, time horizon, risk tolerance, and circumstances.
Reference portfolios
Four model portfolios.
Illustrative reference points—not automatic recommendations.
Preserve
Conservative
Stabilize
Balanced
Accelerate
Advanced
Maximize
Aggressive
Model portfolios are provided for comparison and education. Confirm suitability before using any allocation as a recommendation.
Not Sure Which Insurance Solution Fits You Best?
This Start Here Hub is designed to guide you through life insurance, final expense coverage, seniors planning, family protection, business benefits, and long-term planning options. If you’re unsure where to begin, we can help you narrow it down.
Partners & Carriers We Work With
Independent access to multiple leading insurers across Canada.
Planning & Strategy Centres
Explore GMFSI planning resources for retirement, investments, insurance, group benefits, estate planning, government benefits, and financial decision-making.
Know Where You Stand Before You Retire
Estimate your CPP, OAS, GIS, retirement income, and potential income gap in just a few minutes. Receive a personalized Retirement Readiness Score with practical next steps to help you retire with confidence.
Start My Retirement Income Estimate →What Could Your Savings Provide in Retirement?
Explore how your current savings, ongoing contributions, investment return and retirement timeline may shape your future portfolio and potential retirement income.
- ✓ Project your future savings
- ✓ Estimate retirement income
- ✓ Compare inflation-adjusted values
Gain confidence before making
your next financial decision.
Whether you’re planning for retirement, investing for the future, protecting your family, or simply looking for greater financial clarity, every successful plan begins with one conversation.
Choose how you’d like to get started: