Milestone Assessment

The Money Milestones are a guide to help you reach financial freedom and become debt-free. They can help you learn where you’re at with your finances and set goals to help you save more, eliminate debt, build wealth, and live generously. Answer a few quick questions through the personal assessment and see which Money Milestone you’re on. Then, you’ll receive a personalized plan with the education, tools, resources, and steps to help you achieve financial freedom.

Mobile App

  1. Sign in to the FAIRWINDS mobile app.

  2. Once you are on your accounts screen, select the More tab on the bottom right.

  3. Navigate to the Journey to Financial Freedom section.

  4. Select Milestone Assessment (first option).

  5. Find out which Money Milestone you’re on!

Milestone Assessment Screenshot

Online

  1. Sign in to your FAIRWINDS account online.

  2. Select the fourth option titled Journey to Financial Freedom in the blue menu bar (as pictured).

  3. Select Milestone Assessment from the dropdown menu.

  4. Find out which Money Milestone you’re on!