Identifying any gaps in your company’s financial wellbeing strategy is an important step in providing an effective financial wellbeing solution. Take our 2-minute assessment to measure your current strengths and see where you can improve…

Our quiz will provide a total score to the user based on the total for their scores on connectivity, education, and engagement. Depending on the user’s selection to each question they will either get a (c)onnectivity, (e)ducation, e(n)gement or (s)ize point. Some questions have a single answer, others require the user to select all that apply. The question should indicate where this is expected but please let us know if this is not clear.


A complete financial wellbeing strategy needs to connect, educate, and engage your employees. The next 9 questions will measure your strengths in each of these areas.

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