Leland's Seven Stewardship Principles — Church Stewardship Program

A partnership with Leland Rubin, creator of the Seven Stewardship Principles, and Allan Bell - CPA, CMA, MBA, Nsites founder and creator

Financial Wellness Assessment

Sample Community Church · Atlanta, GA

Your progress

0 of 12 questions answered.

Banking

Do you have a checking account with direct deposit set up?
In the last 6 months, how often did you pay an overdraft or NSF fee?

Credit

How would you describe your credit card utilization (balance vs. limit)?
How consistently have you paid at least the minimum on time?

Budgeting

Do you track your spending against a monthly budget?
At the end of a typical month, is there money left over?

Protection

Do you have health insurance coverage?
If you have dependents, do you have life insurance?

Saving & Investing

How many months of expenses do you have in emergency savings?
Are you contributing to a retirement or investment account?

Planning

Do you have a written financial goal with a target amount and date?
Do your accounts have up-to-date beneficiaries?

Submit

Answer every question to unlock your component scores and recommendations.