Financial Wellness Calculator

Get a comprehensive assessment of your financial health and personalized recommendations

Your Age

Family Size

Number of Dependents

Youngest Dependent's Age

Oldest Dependent's Age

Monthly Fixed Income

Variable Monthly Income

Expected Annual Bonus

Employment Type

Years in Current Job

Fixed Monthly Expenses

Variable Monthly Expenses

Monthly Savings

Emergency Fund Balance

Total Investments

Insurance Coverage

Retirement Savings

Total Outstanding Debt

Monthly Debt Payments

Rate your comfort level with financial risk (1-5)

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