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Personal Finance Survey
2 minutes long. Questions 'bout personal finance and what information would help you.
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What personal finance goals would you like more information or assistance in reaching?
Your answer
What's your biggest pain point when it comes to finances?
Your answer
Check all that apply
You make a monthly budget
You match the full % your employer offers for retirement
You are debt free
You have a Roth IRA/Retirement Account
You max out your Roth IRA each year
You invest in index funds
Other:
Current Net-worth
Your answer
Current Monthly Net Take Home
Your answer
Amount of Debt You Have
Your answer
Debt Type
Student Loan
Credit Card
Car Payment
Other:
As it relates to matters of personal finance, what topics do you feel you could use more information on? (Select all that apply)
Budgeting
Credit
Health Insurance
Loans/Debt
Saving
Investing
Financial Milestones for Your Age
Retirement
Other:
How do you feel about your ability to manage your own finances?
Not sure at all - I wish I knew a lot more about money management
Not too sure - I wish I knew more about money management
Somewhat Sure - I understand most of what I need to know about money management
Very sure - I understand money management very well
Other:
Clear selection
What financial information would be the most important to helping you succeed / are there any areas of finances that feel intimidating?
Your answer
I feel in control of my current financial situation
True
False
Clear selection
Other thoughts?
Your answer
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