My Financial Zen

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Finding Your Financial Zen
Financial Health Assessment

My Financial Zen Assessment is designed to test your financial resilience to weather the storms of life. It combines sound financial measures and behavioral measures to quickly identify where you excel and where you are at risk.

To get started, simply answer 13 questions to help us better understand your current circumstances and the resources you have at your disposal.

We’ll analyze your responses and provide a free summary report that highlights your strengths and areas that need attention. Please provide a personal email address to avoid inadvertent sharing of private information.

Your personalized report will include a step-by-step action plan to help you get started on improving your financial health right away.

Gain even more insights by following My Financial Zen for great content and continue to improve your financial health to build a life you love.