Financial Wellness Quiz

Are your finances in good shape? This quiz helps people assess their money habits, stress levels, and financial confidence. Use it for personal development, financial coaching, or wellness programs to guide users toward smarter financial choices.

About this template

The Financial Wellness Quiz is designed to help users reflect on their relationship with money.

Instead of testing textbook knowledge, this quiz focuses on real-life habits—like saving regularly, managing debt, and feeling in control of finances.

How it works


Users answer a set of questions about their spending behavior, emergency funds, budgeting consistency, and financial stress.

Based on the responses, you can show different outcomes such as “Building Stability,” “Balanced and Aware,” or “In Control and Confident.”

Why it’s useful


Unlike knowledge-based finance quizzes, this one is personal and introspective. It helps users understand how their financial behavior impacts their well-being.

It’s great for starting conversations around money, encouraging improvement, or even guiding users toward personalized tips or resources.

What’s included

  • 8 to 10 self-assessment questions

  • Custom scoring and result messages

  • Optional email collection for follow-ups

  • Easy share or embed options

Make it your own


You can personalize this template to fit your brand or coaching style.

Best suited for

  • Financial coaches and advisors

  • Health and wellness companies

  • Banks and credit unions

  • Personal finance bloggers and educators

Key Benefits

  • Help users reflect on money habits

  • Great for wellness programs or coaching

  • Fully mobile ready and secure

  • Collect leads and follow up with resources

  • Simple to share or embed

Frequently Asked Questions

Yes. You can use this quiz as is or build your own quiz in seconds using AI for your approach.

Yes. You can fully customize and use it at no cost.

Yes. You can limit quiz responses for private groups or exclusive clients.

Yes. Explore what more you can do with Formester’s quiz maker to enable notifications, logic, and tracking.

Absolutely. It fits perfectly into workshops, webinars, or email sequences.

Looking for more templates?

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