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Fabulously Fierce Financial Worksheet Pre-workshop survey
Nice to virtually meet you! To help provide additional value for event attendees, we'd love to get to know you and learn what matters most to you. Please complete in advance of the webinar.
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Fabulously Fierce Financial Workshop
What is your age?
20-29
30-39
40-49
50-59
60+
Clear selection
Gender - What are your pronouns?
She/her
He/him
They/Them
Other:
Clear selection
How would you describe your mindset right now when it comes to money ?
Your answer
How do you feel about your financial future?
Anxious
1
2
3
4
5
6
7
8
9
10
Confident
Clear selection
How do you feel about the stock market?
Negative
1
2
3
4
5
6
7
8
9
10
Positive
Clear selection
Do you have a qualified retirement account (401k, IRA, ROTH, SEP, 403B)
Yes
No
Maybe
Clear selection
Do you discuss personal finances and concerns with anyone? If so, who?
No - I don't want others to be involved in my financial decisions
Yes - My spouse/partner/roommate
Yes - My parents/siblings
Yes - My insurance agent
Yes - My financial advisor
Other:
What keeps you up at night when it come to your finances?
Your answer
What would you like to learn more about?
Cash flow/Budgeting
The type of account I should use to save for a specific life goal (purchasing a home, saving for my child's college expenses, etc)
Coming up with a plan to buy a house
General investing advice
How much I need to save to be comfortable in retirement
Insurance benefits
Small business planning
Estate planning
Finding an accountability partner to keep me on track with my finances
Stock Options
Other:
What financial questions do you have that you hope we can answer for you during the webinar?
Your answer
What is the best way to follow up with you after the event (provide email address, cell phone number, etc.)?
Your answer
Thank you for helping me understand you and your goals better. We look forward to providing value during our time together in April!
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