Your Financial Wellness Checkup
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.
Partners & Carriers We Work With
Independent access to multiple leading insurers across Canada.
