Financial Health Score -

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.

Request the Toolkit

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.

Methodology-Graphics

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.

Request the FinHealth Score Toolkit

To learn how to start measuring and improving the financial lives of your customers and employees, complete the form below.

Request the Toolkit

Name and Email

Let us know about yourself.

First Name

Last Name

Work/School Email

Organization

Organization Type

Not-for-profit organization

Academic institution

Commercial business

Government agency

Other
Are you looking for information on the FinHealth Score® or hoping to obtain permission to use the Score?

Select One:

I do not plan to use the Score, but would like more information on the methodology.

I would like to use the Score to measure financial health.
Will the FinHealth Score® be part of a product or service that you or your organization will sell or offer to other businesses?

Select One:

Yes

No
The Financial Health Network allows individual researchers and organizations to use the FinHealth Score® for specific purposes. Which of the following ways do you anticipate using the Score?

Select All that Apply:

As part of a software program or other service that my organization is selling to other businesses

To communicate with individuals who are my organization’s current or potential customers

To recommend specific products to individuals who are my organization’s customers

To help bring in new customers for my organization

To better understand the financial health of my organization’s employees

To conduct research for public dissemination

To evaluate the impact of a program or product my organization provides

Other
Review and sign the license agreement

The Financial Health Network allows individual researchers and organizations to use the FinHealth Score® for specific purposes, including:
- - To inform business decisions at your organization
  - To communicate with individuals who are your organization’s current or potential customers
  - To recommend specific products to individuals who are your organization’s customers
  - To help bring in new customers for your organization
  - To better understand the financial health of your organization’s employees
  - To conduct research for public dissemination
  - To evaluate the impact of a program or product your organization provides
The Financial Health Network does not grant licenses or allow the Score to be used as part of a software program or other service that is sold commercially or is included in a broader software program that is sold commercially. If the Financial Health Network does not approve of the way the Score, the Financial Health Network’s name, or the Financial Health Network’s trademarks are used, implemented, referenced, modified, or communicated (including how the Score or results of the Score are used in conjunction with other products), the Financial Health Network reserves the right to immediately revoke this license.

You are not permitted to embed the survey into proprietary software code or use a third party to develop proprietary software code that includes the survey. Use of the Score in custom software code is exclusively available through Attune. Book a demo to learn how Attune can help gather the data you need to make a measurable impact on financial health.

Upon agreeing to the terms of the license agreement, you may develop an online survey using the Score questions and scoring formula via a third-party survey tool, such as SurveyMonkey, Qualtrics, Microsoft Forms, or Google Forms, or a manual survey mode, such as paper, mail, telephone, or in-person. You may add additional questions to the Score survey.

For questions about permissible and non-permissible uses, please email finhealth@finhealthnetwork.org.

Review the full license agreement.
Select:

I agree to the terms and conditions in the license agreement.

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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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