Build your financial road map

See where you are financially by answering 9 quick questions on the topics below. You’ll then get a personalized selection of resources, tools and more designed to help you improve your financial wellness1. Bookmark and retake this quiz regularly to help stay on top of your financial health.

managing expenses

Managing spending

saving

Saving

card icon

Credit & debt management

Investing

Merrill Investing

Goal management

Goal management