Financial Wellbeing Profile
Let's build a picture of your financial wellbeing
This assessment has three parts. Each one goes a little deeper, and each gives you something useful on its own.
Checkpoint 2 — Money & Wellbeing. How does money affect you? (10 questions, ~4 mins)
Checkpoint 3 — Your Money Life. What shapes your relationship with money? (6 questions, ~2 mins)
You can stop after any checkpoint and come back when you're ready. There are no right or wrong answers — just your honest experience.
Your Financial Reality
Your four pillars
Ready to go deeper?
That's your financial reality right now. But there's more to your relationship with money than the numbers.
Checkpoint 2 explores why you might feel and act the way you do about money — your subjective wellbeing.
Feedback on Checkpoint 1
How did that feel? Were the results accurate?
Your Money & Wellbeing
Your regulation profile
One more layer
Now you can see how money affects you emotionally. Checkpoint 3 goes deeper still — into the beliefs and patterns that sit underneath all of this.
Feedback on Checkpoint 2
Did the questions capture your experience?
Your Money Psychology Profile
Your Financial Wellbeing Profile
What happens next
This is your starting point, not your destination. The more you work with Dilly, the more you'll notice these patterns changing — in how money feels, in the decisions you make, and in the confidence you bring to your financial life.
Progress at your own pace. Dilly is here whenever you need to think something through, ask a question, or just check in.
Feedback on the full assessment
How was the overall experience? Did your profile feel accurate?