Before starting the assessment, please gather your financial documents such as your most recent W-2, the balance of any checking or savings account, and monthly expenses. This will help get the most accurate results from your assessment.
Articles in this section
- What is MoneyFit?
- What will the MoneyFit score reveal?
- Where can I find the MoneyFit assessment online?
- Where can I find the MoneyFit assessment in the Sharecare mobile app?
- How should I prepare for the MoneyFit assessment?
- What happens if I don't finish the assessment? Will I lose my answers?
- Can I update my answers as my finances change?
- Why don't I see MoneyFit in my profile?