95-100
Congratulations! |
Healthy, Wealthy & Wise
You’ve made your personal and financial health priorities in your life… and it shows! |
Keep doing what you’re doing!
Review your financial situation regularly and increase contributions to savings or retirement when you receive a salary increase or bonus.
Mentor others – are there opportunities for you to motivate others to become more physically active or financially literate? |
80-90
Great Job! |
On the Road to Personal & Financial Freedom
You’re on the right track to personal and financial wellbeing; your routine just needs some tweaking for you to reach the next level. |
Set a few new goals for yourself that are slightly painful but doable, such as limiting yourself to one or two fast food visits a month.
Subscribe to a financial magazine and do some research into investment vehicles or insurance protection to become more knowledgeable about financial matters.
Meet with your financial professional annually to revisit your goals. Knowing how much you’ll need to save to reach goals may inspire you save a little more. |
65-75
Your mid-range score needs a closer look. Are both your financial and health scores low? Or is one of the two dragging down your total score?
|
A Few Bad Habits Away from Living Your Best
Are you weaker on the financial side?
Your health is a priority, but your finances are suffering. Make a plan and start taking control.
OR
Are you weaker on the health side?
Your finances are mostly in order, but you may not be as healthy as you could be to enjoy the rewards. A few healthy changes could add years to your life. |
Take some time to think about your priorities – cutting expenses, creating an emergency fund, a comfortable retirement –and create a plan and budget for getting there.
Set aside at least one hour each month to review (and discuss) your financial situation. Adjust your budget as needed to address upcoming bills or savings needs.
If you haven’t met with a financial expert, consider finding one…he /she can identify areas that need attention.
What’s keeping you up at night? Are you anxious or stressed too often?
If you have too much stress in your life, what changes could you make personally or professionally to reduce stressors?
Meet with a nutritionist and/or personal fitness trainer to analyze your behaviors and come up with an action plan. You don’t have to give up favorite foods entirely, for example, but you can learn about healthier alternatives.
Find at least 30 minutes a day three times a week to get your heart rate up. It can help increase your energy levels and boost your mood-enhancing endorphins. |
50-60
Your mid-range score needs a closer look. Are both your financial and health scores low? Or is one of the two dragging down your total score? |
In Need of a Financial Makeover?
Are you weaker on the financial side?
You need a healthier balance – your finances are weighing you down and don’t match with your personal health behaviors.
OR
Are you weaker on the health side?
You have a vested interest in your financial future, but poor health habits could prove costly and may prevent you from enjoying the future you’re envisioning.
|
You’re disciplined about your health, so make your finances part of your healthy lifestyle. Review the 7 Financial Habits of healthy people and think about which areas you could take action on today.
Focus on specific goals such as paying off credit debt by the end of the year. And determine how you’ll get there – taking public transit to save on gas, limiting stops for coffee and giving Fido his next grooming at home.
Perhaps you just need some guidance to determine where to start your new healthier financial routine. Meeting with a financial professional could be a valuable exercise for identifying challenges and coming up with realistic solutions.
Meet with a nutritionist and personal fitness trainer to analyze your behaviors and come up with an action plan. They can help evaluate where you are today and identify steps for working toward a healthier new you.
Think about having more energy to spend with your children or grandchildren and the example you’ll be setting for them.
Review our checklist and challenge yourself to incorporate as many new healthy behaviors as you can. You can do it! |
Below 50
Time to take action. |
Short Changing Yourself
Worries, stress and fatigue may be keeping you from living better. A few healthier financial habits can make all the difference…make happiness a priority! |
Focus on small steps that you can take today to adopt several of the Seven Financial Habits of healthy people. Start by meeting with a financial professional, creating a financial plan and working toward your goals…these steps will quickly help you earn more “points” the next time you take the quiz.
Use our checklist to incorporate several new healthy behaviors, such as walking, into your routine for wellbeing.
Don’t put it off any longer. Now is the time to take charge of your future! |
