Do you do any kind of budgeting or tracking of your income and spending?
Please select your answer
Yes
No
Inconsistently
Do you have an emergency fund either in cash or in a checking/savings account? How many months of necessary expenses could it cover if needed?
Please select your answer
Yes, less than 1 month
Yes, 1-3 months
Yes, 3-6 months
Yes, 6-12 months
Yes, 12+ months
No
Do you carry any of the following debts: credit card (if you are paying fees and/or interest), personal loan, payday loan, "Buy Now, Pay Later" plan (Affirm, Afterpay, Klarna, etc.), 401k loan, HELOC, vehicle loan/lease?
Please select your answer
Yes, just 1
Yes, 2 or 3
Yes, 4+
No
Unsure
If you have an employer that offers matching retirement contributions, (401k, HSA, etc.), do you take advantage of the full match?
Please select your answer
Yes
No
Partially
Unsure
I don't have access to employer matching contributions
Do you contribute the annual maximum to your IRA and/or HSA?
Please select your answer
Yes, both are maxed
Yes, just an IRA
Yes, just a HSA
Partially contribute to both
Partially contribute to an IRA
Partially contribute to a HSA
No
Unsure
What percentage of your annual gross income are you self-contributing to retirement accounts (only your dollars, not your employer matches)?
Please select your answer
0%
1-4%
5-9%
10-14%
15%+
Unsure
From 0 to 10, how did you feel when reading through the prior questions? Could you understand the terminology or were you out of your depth?
Please select your answer
0 (very confused)
1
2
3
4
5
6
7
8
9
10 (completely understood)
From 0 to 10, do you feel confident that you have your finances "under control?"
Please select your answer
0 (completely lack confidence)
1
2
3
4
5
6
7
8
9
10 (fully confident)
Do you have financial goals in mind? If so, do you have a concrete plan and timeline to achieve them?
Please select your answer
Yes, I have financial goals; yes, I do have a concrete plan/timeline to achieve them
Yes, I have financial goals; no, I do not have a concrete plan/timeline to achieve them
No, I have not thought much about financial goals
Do you think you would benefit from a financial game plan and/or an accountability partner to check in on your financial progress?
Please select your answer
Yes, both
Yes, a financial game plan
Yes, an accountability partner
No
