Pre-Session Survey Form
ALL INFORMATION IS ANONYMOUS No personal information is collected here.  All data is used for education purposes only.  For best results, please complete EVERY survey question truthfully and to the best of your knowledge.
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What is your combined household annual income? *
What is your total household savings? *
Have you taken a "Reverse Mortgage" or "Home Equity Line of Credit" (HELOC)? *
Do you have secondary income sources? *
How many credit (not debit) cards does your family have? (Examples: VISA, MasterCard, American Express, Macy's, Staples, Shell, Sears, Apple, Amazon, Lowe's, etc.) INCLUDE CARDS WITH ZERO BALANCE. *
Do you have student loans?  If so, how many and what is their approximate total amount? *
Do you have a budget or know how to budget? *
Do you rent or own your residence? *
How do you feel about your family's current financial state? *
In the last 10 years, have you taken a short-term loan (i.e. "payday loan" or unsecured loan from a finance company)? *
In the last 10 years, have you taken a debt consolidation loan? *
What would you like to achieve from this class? (mark all that apply) *
Required
Please Check the Financial Books You've Read (mark all that apply) *
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