It is the start of the year, which means it is time for self-assessment. What things do you want to change? How do you want to do things better this year? What kind of person do you want to become?
No matter where you are in your financial journey, now is a great time to take stock of your financial fitness. Here is a quick 12-question assessment to give you a readout on your current financial state. It will also identify actions you may want to consider to improve your financial fitness score. It was developed using an assessment tool from the National Endowment for Financial Education (NEFE), an independent non-profit advocate for financial education.
This assessment takes about five minutes to complete. After you complete the assessment, you will receive an email with a financial readout and a customized plan for ways you can improve your financial fitness in 2026, complements of KJ Financial Coaching. Here’s to a bright 2026 and a strong financial future for all of us.
Take the assessment now:
For tips on Managing Your Dollars with Common Sense, read the Loose Change blog or reach out to KJ Financial Coaching to get a head start on your 2026 financial goals.
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