Take the Finance Assessment – Homegrown Leadership

Finance assessment

We spend tons of energy squeezing budgets at work and planning for future spending, but what about at home? Take this assessment to gain insight on money’s role in household leadership.

First Name

Last Name

Zip Code

What is your employment status?

If applicable, what is the employment status of parent 2?

How many children are in your household?

These questions look at your households approximate monthly spending.

What is your household's approximate monthly income (after taxes)?

What is your household's approximate monthly spending on housing (rent/mortgage)?

What is your household's approximate monthly spending on food/groceries (not including dining out)?

What is your household's approximate monthly spending on recurring debt payments (car loan, credit card, student loans, etc.)?

These questions look what your future might look like.

How long would your savings cover expenses if you had no income starting today?

In the past six months, how often have you paid a bill or multiple bills late?

In the past six months, how often have you used credit cards or loans for basic necessities (not by choice)?

In the past six months, how often have you run out of money before the end of the month?

How often do you worry about money?

How confident are you that your household could cover an unexpected $400 expense?

Overall, how would you rate your household's financial situation?