Financial Health Score and Recommendations

Improve Your Finances

Way to Go! You are on your way to improve your finances!

The Bills.com Financial Health Survey is a smart first step to make your financial future stronger and more secure.

  • Review Your Scores
  • Use Our Tools
  • Get a Free Money Coach Consultation

Speak with a Money Coach and set up an Action Plan. The consultation is free and creates no obligation. Call 800-998-7497.

Your Result
Robert
Robert
68 Your Score
Coping

Check your scores along this scale from 1-100. Are you Financially Vulnerable, Coping or Healthy?

Bills.com
Spend
75
Spend less than income?​
Spending was about equal to income
Pay bills on time and in full?
Pay all of our bills on time
Coping
Budget Assessments Tools
Save
75
Have sufficient liquid savings?​
6 months or more
Have sufficient long-term savings or assets?​
Somewhat confident
Coping
Borrow
70
How would you rate your credit score?
Excellent (750 & Above)
Have a sustainable debt load?​
Have a bit more debt than is manageable
Coping
Plan
50
Have appropriate insurance?
Very confident
Plan ahead for expenses?
Disagree strongly
Coping
Have you ever filed for bankruptcy?
Never
How much total credit card debt do you have?
None, I pay my cards off in full every month
Do you own your home?
I have significant equity in my home (more than 70% owned)
What age?
63+ years old
State of Residence?
RI
# of Adults in Household?
2
My financial goals are?
Increase my retirement savings

In order to improve your finances, get a free Money Coach consultation and receive your Action Plan, Don’t worry, We are here to help you.

Call 800-998-7497.

0 Comments
Recent Oldest
1500 characters remaining
loading...