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A financial well-being quiz based on the US government CFPB model

The CFPB (Consumer Financial Protection Bureau), a US federal government agency, published a model in 2015 that defines financial well-being as the combination of two dimensions: present financial security, control over day-to-day finances without constant stress about bills and immediate obligations, and future financial freedom, the capacity to absorb an unexpected financial shock and the freedom to make choices that let you enjoy life, not just survive it.

This quiz follows the same logic with 12 statements, 6 about present financial security and 6 about future financial freedom, drawn from a larger pool each time you take it, so you can retake the quiz and see the questions vary without the result becoming incomparable.

How the result is calculated

Each of the 12 statements uses a 1-to-5 agreement scale (strongly disagree to strongly agree). Some statements describe financial stress or difficulty and are deliberately reversed, like "I get close to the end of the month without really knowing if the money will stretch", strongly agreeing with a reversed statement adds little to the score, not a lot, because it describes the opposite of high financial well-being. The sum of the 12 answers (minimum 12, maximum 60 points) determines which of the 5 result bands you land in.

Because it's a publication of a US federal government agency, the CFPB's original concept and instrument are in the public domain (works of the US federal government carry no copyright, 17 U.S.C. § 105). Even so, this quiz is our own, original implementation: original wording in Portuguese and English, items different from the ones used in the official scale, and simple-sum scoring, not the Item Response Theory (IRT/Rasch) scoring method used in the CFPB's validated instrument. It is not the official application of the scale, nor does it reproduce its psychometric weighting.

This is an educational tool about behavioral financial well-being. This quiz never recommends a specific financial product, investment allocation or institution, and does not replace guidance from a qualified financial professional.

Sample questions

  • I know, fairly precisely, how much money I have available until the end of the month.
  • Thinking about this month's bills makes me tense frequently.
  • If a big unexpected expense showed up today (car, health, repair), I could cover it without panicking.

All possible results

Fragile Financial Well-Being

Your answers point to real tension on both fronts of financial well-being: day-to-day money likely needs constant attention just to make the bills close, and an unexpected expense would hit hard if it happened right now. This is more common than it looks and isn't a character flaw, it's a situation that responds to concrete changes in routine. Three small steps help: track everything coming in and going out for one week, no judgment, just to see the pattern; set aside any leftover amount, even a small one, before deciding what to do with it; and prioritize paying off your most expensive debt first.

Financial Well-Being Under Construction

You already have some points of control in the present or some protection for the future, but rarely both at once: maybe this month's bills are under control without any emergency reserve, or the other way around. This is a moment of transition, not stagnation. It's worth automating a small, fixed transfer into a reserve right when your paycheck lands, reviewing one recurring expense that weighs more than it should, and setting a minimum reserve amount as your first concrete goal before thinking about any bigger financial target.

Reasonable Financial Well-Being

Your financial well-being sits in a solid middle range: you can likely handle this month's obligations without constant strain, and you already have some cushion for a mid-size surprise, but not yet the ease of someone comfortably ahead on both fronts, present and future. It's a great starting point to go beyond the basics. Consider gradually growing your emergency reserve to cover three to six months of expenses, writing down your medium-term goals, and checking whether some fixed expense has crept up without you noticing.

Good Financial Well-Being

You combine real control over day-to-day finances with consistent protection for the future: this month's bills don't create constant tension, and a moderate financial surprise probably wouldn't derail your plans. This is the kind of foundation that opens room for choices, not just for surviving the month. To consolidate it further, it's worth reviewing once a year whether your emergency reserve still covers your current cost of living, it shifts over time, writing down your long-term financial goals with real deadlines, and mentally testing whether you could keep this pattern through a temporary drop in income.

Solid Financial Well-Being

Your answers point to high control over the present and high freedom for the future: bills handled without constant mental effort, a reserve able to absorb a real financial shock, and plenty of room to make choices that make life more enjoyable, not just the ones that guarantee survival. This is the pattern CFPB research links to less chronic financial stress and more capacity to plan for the long term. The one thing worth watching at this level is periodically revisiting whether your goals are still the same, reassessing your reserve as your life changes, and not letting the habit of tracking your finances fade just because it stopped hurting.

Frequently asked questions

These are three different, complementary angles. The Investor Profile quiz measures your risk tolerance for investing. The Money Mindset quiz measures your unconscious psychological beliefs about money, the so-called "money scripts". This quiz measures the practical outcome of your current financial well-being, your security in the present and your freedom in the future, without touching investment risk or psychological beliefs.