Tools

FinHealth Score® Toolkit

Measurement is the first step to improving financial health for all, providing you with data to foster success for your business and those you serve. Start measuring with the FinHealth Score® Toolkit today.

Get the Toolkit

FinHealth Score® Toolkit

Step 1:

Survey Guide

Ask customers and employees eight simple survey questions that align with the Financial Health Network’s proven framework for financial health measurement.

Survey Guide
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.

Methodology-Graphics

Benchmarks
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

Get the Toolkit

Complete the form below to start measuring and improving the financial lives of your customers and employees.



“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

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With free tools tested and vetted by innovators across industries, the Financial Health Network helps businesses understand, plan, and advance consumer financial health.

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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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