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Disclaimer

This tool is intended to be educational and is not tailored to the investment needs of any specific investor. This information does not constitute investment advice and should not be used as the basis for any investment decision nor should it be treated as a recommendation for any investment or action.

The Financial Wellness Score, and it’s 4 component domain scores, are calculated based on certain assumptions and are for reference only.

Any data you have included in this interactive widget will be stored anonymously for analytical purposes.

How this tool works

Fidelity has developed a way to measure Financial Wellness. The measurement, expressed as a score is based on the evaluation of four domains of Financial Wellness: budgeting, debt, savings and protection.

The assessment considers both quantitative financial behaviour measures (factual statements) which is weighted at 70% and qualitative measures (self-appraisal of one’s situation) which is weighted at 30%.

Fidelity’s Financial Wellness Score is expressed on a scale from 0 to 100, where 0 represents extreme financial distress and 100 indicates the maximum level of Financial Wellness. Each of the 4 domains are scored from 0 to 25, and then aggregated to generate the total score.