Financial Loʻi: Pre-Assessment 
Mahalo for joining Financial Loʻi and for taking this pre-assessment survey! We will use this survey along with another that we will send you after the program to track your progress. You will also receive an email copy of your answers after you submit your survey so you can see your progress as well.

Please know that your information is always kept confidential. Only Financial Loʻi staff and the WEDC evaluator will have access to this information. We will use it to inform coaching sessions and how we deliver the program, as well as summarize program results for WEDC and those who support and fund this program. 
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First Name *
Last Name *
Phone Number *
Please tell us if you already have and use the following: *
Yes
No
Budget
Checking Account
Savings Account
How much savings do you have? *
What type of debt do you have? (Check all the apply) *
필수
How much debt do you have? (Not including mortgage) *
Have you made a plan to eliminate your debt? *
What is your current monthly household income? (net pay) *
Do you own a business? *
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