Step 1:
Survey Guide
Ask customers and employees the right survey questions that align with the Financial Health Network’s proven framework for financial health measurement.
Step 2:
Scoring Logic
Quickly calculate one FinHealth Score and four subscores to assess each individual’s spending, saving, borrowing, and planning behaviors. Then use the scores to determine if they’re Financially Healthy, Coping, or Vulnerable.
Step 3:
Benchmarks
See how the financial health of your customers and employees compares with thousands of their peers across the country. You can compare overall scores or segment respondents based on age, education, income, and more.
Why Measure?
The FinHealth Score Toolkit leverages the Financial Health Network’s deep expertise in financial health measurement, providing you with an easy-to-use tool that helps you:
- See where your stakeholders are struggling financially
- Track improvements in their financial health over time
- Gain insights to enhance financial well-being and improve your bottom line
“The FinHealth Score Toolkit is allowing us to gather new customer insights through measurement work. We are using the tool exactly as is – it connects perfectly to our mission and goals.”
Michael Cyr, VP Consumer Products
Stay Informed About the Toolkit
We are currently working on enhancements to our toolkit. Be one of the first to know when it’s available again so you can learn how to start measuring and improving the financial lives of your customers and employees. Complete the form below.
More Ways to Measure
Measuring financial health can help you gain a better understanding of the challenges your customers face, so you can engage with them more effectively. Take an in-depth look at additional measurement strategies your organization can start using right away.
Explore All of Our Tools
With tools tested and vetted by innovators across industries, the Financial Health Network helps businesses understand, plan, and advance consumer financial health.
FinHealth Consulting
Go Further With Our Team
Looking to drive financial health but need help strategizing, implementing, measuring, and advancing toward your goals? Reach out to our consulting team for personalized guidance and approaches that work.
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