Altra Best Life Financial Wellness Checkup

Thank you for taking 2 minutes to check on your financial health!

We will ask you a few questions about your household:

“Household” includes you and others living with you who contribute financially to your home.

If you live alone, or do not consider anyone else to be a member of your household, please answer these questions as an individual.

Spend

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* 1. Which of the following statements best describes how your household’s total spending compared to total income over the last 12 months?

Spending was much less than income

Spending was a little less than income

Spending was about equal to income

Spending was a little more than income

Spending was much more than income

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* 2. Which of the following statements best describes how your household has paid its bills over the last 12 months?

My household has been financially able to:

Pay all our bills on time

Pay nearly all our bills on time

Pay most of our bills on time

Pay some of our bills on time

Pay very few of our bills on time

Save

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* 3. At your current level of spending, how long could you and your household afford to cover expenses, if you had to live on only the money you have readily available, without withdrawing money from retirement accounts or borrowing?

6 months or more

3-5 months

1-2 months

1-3 weeks

Less than 1 week

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* 4. Thinking about your household’s longer-term financial goals, such as saving for a vacation, starting a business, buying or paying off a home, saving up for education, putting money away for retirement, or making retirement funds last...

How confident are you that your household is currently doing what is needed to meet your longer-term goals?

Very confident

Moderately confident

Somewhat confident

Slightly confident

Not at all confident

Borrow

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* 5. Thinking about all of your household’s current debts, including mortgages, bank loans, student loans, money owed to people, medical debt, past-due bills, and credit card balances that are carried over from prior months...

As of today, which of the following statements describes how manageable your household debt is?

Do not have any debt

Have a manageable amount of debt

Have a bit more debt than is manageable

Have far more debt than is manageable

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* 6. How would you rate your credit score?

Your credit score is a number that tells lenders how risky or safe you are as a borrower.

Excellent

Very Good

Good

Fair

Poor

I don't know

Plan

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* 7. Thinking about all of the types of insurance you and others in your household currently might have, including health insurance, vehicle insurance, home or rental insurance, life insurance, and disability insurance...

How confident are you that those insurance policies will provide enough support in case of an emergency?

Very confident

Moderately confident

Somewhat confident

Slightly confident

Not at all confident

No one in my household has any insurance

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* 8. To what extent do you agree or disagree with the following statement:

“My household plans ahead financially.”

Agree strongly

Agree somewhat

Neither agree nor disagree

Disagree somewhat

Disagree strongly

About You

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* 9. How much stress does your financial situation cause you?

No stress

Some stress

Moderate stress

High stress

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* 10. What is your age?

18 - 25

26 - 35

36 - 49

50 - 64

65 +

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* 11. What is your income?

Less than $30,000

$30,000 - $59,999

$60,000 - $99,999

$100,000 +

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* 12. What is your education level?

Less than high school

High school diploma

Some college

Technical college two-year degree or certification

Bachelor's degree or higher

Altra Best Life Financial Wellness Checkup

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* 1. Which of the following statements best describes how your household’s total spending compared to total income over the last 12 months?

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* 2. Which of the following statements best describes how your household has paid its bills over the last 12 months? My household has been financially able to:

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* 3. At your current level of spending, how long could you and your household afford to cover expenses, if you had to live on only the money you have readily available, without withdrawing money from retirement accounts or borrowing?

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* 6. How would you rate your credit score?Your credit score is a number that tells lenders how risky or safe you are as a borrower.

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* 8. To what extent do you agree or disagree with the following statement:“My household plans ahead financially.”

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* 9. How much stress does your financial situation cause you?

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* 10. What is your age?

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* 11. What is your income?

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* 12. What is your education level?

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* 13. What state do you live in?

* 2. Which of the following statements best describes how your household has paid its bills over the last 12 months?

My household has been financially able to:

* 6. How would you rate your credit score?

Your credit score is a number that tells lenders how risky or safe you are as a borrower.

* 8. To what extent do you agree or disagree with the following statement:

“My household plans ahead financially.”