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Financial Wellbeing Scale

The Financial Wellbeing Scale is a tool used to measure a person's overall financial health. It is designed to assess the level of financial wellbeing an individual is experiencing in their current financial situation. 

Time to complete

2 minutes

Eligibility

General eligibility to complete the Financial Wellbeing Scale includes:• Be 18 years of age or older.• Be able to understand and follow the directions provided.• Have basic numeracy skills.• Be comfortable discussing personal financial matters.• Be able to read and write in English.

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Questions for Financial Wellbeing Scale

1.

I could handle a major unexpected expense

The answer should be a single choice:
  1. Completely
  2. Very well
  3. Somewhat
  4. Very little
  5. Not at all
2.

I am securing my financial future

The answer should be a single choice:
  1. Completely
  2. Very well
  3. Somewhat
  4. Very little
  5. Not at all
3.

Because of my money situation, I feel like I will never have the things I want in life*

The answer should be a single choice:
  1. Completely
  2. Very well
  3. Somewhat
  4. Very little
  5. Not at all
4.

I can enjoy life because of the way I’m managing my money

The answer should be a single choice:
  1. Completely
  2. Very well
  3. Somewhat
  4. Very little
  5. Not at all
5.

I am just getting by financially*

The answer should be a single choice:
  1. Completely
  2. Very well
  3. Somewhat
  4. Very little
  5. Not at all
6.

I am concerned that the money I have or will save won’t last*

The answer should be a single choice:
  1. Completely
  2. Very well
  3. Somewhat
  4. Very little
  5. Not at all
7.

Giving a gift for a wedding, birthday or other occasion would put a strain on my finances for the month*

The answer should be a single choice:
  1. Always
  2. Often
  3. Sometimes
  4. Rarely
  5. Never
8.

I have money left over at the end of the month

The answer should be a single choice:
  1. Always
  2. Often
  3. Sometimes
  4. Rarely
  5. Never
9.

I am behind with my finances*

The answer should be a single choice:
  1. Always
  2. Often
  3. Sometimes
  4. Rarely
  5. Never
10.

My finances control my life*

The answer should be a single choice:
  1. Always
  2. Often
  3. Sometimes
  4. Rarely
  5. Never

Similar Ideas

  • Financial Knowledge and Confidence Scale
  • Financial Literacy and Engagement Scale
  • Financial Stress Scale
  • Financial Empowerment Scale
  • Financial Capability Scale
  • Financial Resilience Scale

Here are some FAQs and additional information
on Financial Wellbeing Scale

What is the Financial Wellbeing Scale?

The Financial Wellbeing Scale is a tool used to measure an individual's financial wellbeing. It measures how well people manage their finances, how secure they feel financially, and how satisfied they are with their financial situation.

How is the Financial Wellbeing Scale scored?

The Financial Wellbeing Scale is scored on a scale of 0-40, with higher scores indicating better financial wellbeing.

What do the scores on the Financial Wellbeing Scale mean?

The scores on the Financial Wellbeing Scale indicate how well an individual is managing their finances and how satisfied they are with their financial situation. A score of 0-10 indicates poor financial wellbeing, while a score of 30-40 indicates excellent financial wellbeing.

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