Your AI-Powered Business Advantage
Comprehensive Assessment for Intelligent Business Improvement Planning
Rate each statement on a scale from 1 to 5:
1. I could handle a major unexpected expense.
2. I am securing my financial future.
3. Because of my money situation, I feel like I will never have the things I want in life.
4. I can enjoy life because of the way I'm managing my money.
5. I am just getting by financially.
6. I am concerned that the money I have or will save won't last.
7. Giving a gift for a wedding, birthday or other occasion would put a strain on my finances for the month.
8. I have money left over at the end of the month.
9. My finances control my life.
10. I feel in control of my financial situation.
Please complete all questions to see your Financial Well-Being Score
Olivia will analyze your responses and create a comprehensive, actionable plan tailored to your specific needs and goals.
✅ Your information is secure and confidential
📊 Includes CFPB Financial Well-Being analysis
📄 AI-powered insights with actionable recommendations
🎯 Personalized strategic roadmap
