How To Take A Financial Assessment and Analyze it?

Modified on Thu, Feb 16, 2023 at 10:02 AM

Financial wellbeing plays a major role in holistic wellness. Wellness360 offers to take and analyze financial assessments to help our users know their financial health. With online resources and support tools, we aim to help our users make better decisions for a healthier financial future.

 

The Wellness360 Financial Assessment is very similar to the Health Risk Assessment. It can be taken and analyzed from the web platform only.

 

Taking The Financial Assessment:

1. Log in to the Wellness360 web platform using the correct credentials.


2. Navigate to the side menu bar to find Programs.


3. Click on Financial Assessment.


4. To take a new assessment, click on ‘New Assessment’ at the top right corner.


5. Give your accurate inputs to the assessment questions for all the different parameters and save them.


6. Based on your assessment input, your financial health details will be calculated and displayed in the Financial Assessment page.

 


Analyzing the Financial Assessment:

After taking the financial assessment, the results will be displayed for each parameter (image of the 6th point above).


1. Navigate to the Financial Assessment page in the Programs section of the menu bar.


2. The page shows different financial parameters for which the assessment was taken.


3. Click on each section to know your financial health for that parameter.



4. The page also gives a brief description of your financial health status of that specific section.


5. You can also find links to related online resources like informative articles, online calculators, and more.


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