Financial Wellness Assessment

What is the AFPCU-FIN-8 Financial Wellness Assessment?

This assessment is a tool designed to give you a snapshot of your current financial health. It gauges your understanding of key financial principles, your money management habits, and your overall financial preparedness.

What Will It Cover?

Spending Habits: Focus on where your money goes each month and determine whether your spending aligns with your financial goals.

Debt Management: Understand the state of your debts and identify effective repayment strategies.

Savings and Investments: Gauge if you’re saving enough for emergencies and future goals, and learn about investment opportunities

How Does It Work?

Questionnaire: Answer a series of questions related to your income, expenses, savings, debts and financial behaviors.

Instant Analysis: Once completed, the tool will provide you with a score highlighting your strengths and areas of improvement.

Personalized Recommendations: Get actionable steps and resources to help improve your financial wellness.

 

Why Should You Take It?

Understanding your financial well-being is the first step towards a more secure and prosperous future. By knowing where you stand today, you can make informed decisions and create a plan for your financial journey.

Privacy & Confidentiality:

All data provided is used strictly for assessment purposes and is encrypted. No personal information will be shared, sold or used for any other purposes.

Ready to dive in?

Take the assessment and unlock the door to financial freedom!

Reminder for Members with Premium Checking Accounts

The Credit Union has partnered with one of the nation’s most trusted names in Identity Theft Protection, NXG, to provide you with comprehensive Credit Monitoring, Identity Theft Research, Remediation, and Recovery Service. To take advantage of these services, members must proactively sign up with a subscriber ID.
Contact Gwendolyn Hawkins at 312-499-8813 or ghawkins@cpdfcu.com for your subscriber ID.