Internal · Results Review Dashboard

    Sarah Mitchell

    National Nurse Financial Wellness Study · September 2, 2026

    70/ 100

    On Solid Footing

    Overall Wellness Score

    Credential

    Registered Nurse

    Specialty

    Intensive Care or Critical Care

    Experience

    8–12 years

    Stress Level

    7/10

    Contact Information

    sarah.mitchell@example.com
    (412) 555-0182
    Pennsylvania 15237
    Married · Yes, two

    Category Scores

    Cash Flow & Emergency Preparedness13/20
    Debt Management14/20
    Retirement & Wealth Building13/20
    Protection & Risk Management13/20
    Planning & Goal Readiness17/20

    Strongest: Planning & Goal Readiness

    Focus area: Cash Flow & Emergency Preparedness

    Financial Snapshot

    Self-rating
    5/10
    Monthly cash flow
    I sometimes run short
    Emergency savings
    1–2 months
    Debt types
    Credit cards, Student loans, Auto loan or lease
    Monthly debt burden
    $1,000–$1,499
    Debt perception
    Stressful

    Retirement & Protection

    Contributing
    Yes
    Confidence
    Somewhat concerned
    Recent projection
    No
    Housing
    Own a home
    Life insurance
    Yes, through my employer only
    Family protection
    Somewhat concerned

    Goals & Priorities

    1Eliminate credit card debt
    2Build an emergency fund
    3Save more for retirement

    Education interests:

    Eliminating debt, Building emergency savings, Retirement planning

    Opportunity Tags

    Nurse Study – Completed AssessmentNurse Study – High Financial StressNurse Study – Debt OpportunityNurse Study – Student Loan OpportunityNurse Study – Retirement OpportunityNurse Study – Life Protection OpportunityNurse Study – Financial Strategy Session ReadyNurse Study – Starbucks Gift SelectedNurse Study – Future Research Consent

    Gift Card & Consent

    Selected
    $10 Starbucks digital gift card
    Education opt-in
    Yes
    Services opt-in
    No
    SMS consent
    No

    Participant Input

    Biggest Financial Concern

    Balancing student loan payments with saving for my children's future while living paycheck to paycheck.

    Most Important Goal & Why

    Becoming debt-free would give our family breathing room and let me focus on retirement instead of constant catch-up.

    Question for Financial Professional

    Should I prioritize paying off student loans faster or increasing my retirement contributions to get the employer match?

    Additional Info

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    Recommended Results Review Questions

    1. 1Of the financial concerns you selected, which one creates the most pressure in your day-to-day life?
    2. 2What have you already tried to improve that area?
    3. 3What has kept your previous efforts from working as well as you hoped?
    4. 4What kind of financial education or support would be most helpful to nurses like you?
    5. 5What do you believe financial professionals misunderstand about nurses?
    6. 6Is there anything important about your financial situation that the assessment did not capture?

    Engarde Financial Group

    Phone: (412) 533-2373 · Email: service@engardefinancial.com · 200 James Place, Suite 302, Monroeville, PA 15146

    Internal dashboard for Results Review preparation. This summary is provided for educational and research purposes and is not a comprehensive financial plan or product recommendation.