Step one
Nexus Pathway Discovery Assessment
Before you begin
What the Discovery Assessment Is
What will I be asked?
Questions cover general areas such as:
- Overall financial stability and current priorities
- Budgeting and savings habits
- Credit improvement education goals
- Homeownership readiness, if that is a goal for you
- Business or entrepreneurship goals, if applicable
- Longer-term wealth-building and legacy goals
- The timeframe you have in mind
What happens next?
Nichole and Britney review submitted assessments to understand your goals, readiness, and the support you are looking for, then follow up to discuss whether a Nexus pathway, membership, or program may be a fit.
Submitting an assessment does not guarantee acceptance into a Nexus service or program, and Nexus does not promise any financial outcome.
Your privacy
Please do not provide Social Security numbers, passwords, banking credentials, credit-report login credentials, or payment-card information in the assessment. We never need that information to review your goals.
What happens next
Reviewed by Our Team
Completion does not guarantee acceptance into a Nexus coaching program.
Complete the assessment online at your own pace.
Our team reviews your responses for goals, readiness, and support needs.
We follow up to discuss possible pathway or program placement.
If it is a fit, you begin building your personalized financial roadmap.
The assessment asks about your goals, general financial situation, and the support you are looking for. Please do not include Social Security numbers, complete bank or credit card numbers, or any usernames or passwords. Program availability, membership benefits, services, schedules, and pricing are subject to change with or without notice.
Take the next step