Finanli App Design Survey
Thank you so much for taking the time to complete this survey.

Finanli is short for Financial Literacy and we're on a mission to help everyone lead happier and healthier financial lives. 

We understand that some of the questions may be personal, so please feel free to skip any questions that you don't feel comfortable answering.
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Email *
Name
Gender
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What year were you born?
What is your marital status?
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Did your parents ever sit down with you to talk about money?
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What word comes to your mind when you think about how your family approached money when you were growing up?
What is your first positive memory of money?
What is your first negative memory of money?
How do you feel when you think about money? (select all that apply)
What does “wealth” mean to you? Does it involve money or something else?
Are any of these statements about money relatable to you? (select all that apply)
How do you feel about your financial situation right now?
What drives your financial decisions today?
What’s your biggest financial fear?
How do you rate your knowledge in the following personal finance topics?
Very knowledgeable
Knowledgeable
Somewhat knowledgeable
No knowledge
Saving
Budgeting
Managing Debt
Investing
Planning for Retirement
Estate Planning
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In terms of personal finance, what do you wish you knew more about? (Select all that apply)
Do you have an emergency fund with at least 3 months of your expenses saved?
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Are you currently investing for your retirement?
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Do you have a non-retirement investment account?
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Do you have any of the following debt? (Select all that apply)
If you have debt, do you feel comfortable paying off your remaining balance?
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What’s one money-habit that you wish you were better at?
Where do you currently get your financial advice? (Select all that apply)
Financial coaching helps you improve your relationship with money, create healthy financial habits and achieve your financial goals - addressing the emotional and psychological aspects of money.  We want to help our members reach their financial goals, feel more in control, and gain confidence through personalized coaching and education.

Unfortunately, financial coaching sessions average $150+ per session and require multiple sessions. This makes financial coaching inaccessible to those who need it the most. 

Finanli will use technology to provide personalized financial coaching and education at an affordable price. Is this something you would be interested in?
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If yes, how much would you be willing to pay for this app? (typical program is expected to be 6 months)
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If yes, what part of the app idea is appealing to you?
Based on the high level description of the Finanli app, what feature would be important to you as a user? (select all that apply)
What other features would you like to see?
How would you prefer to view the educational and coaching content on the app? (Select all that apply)
We are also planning on providing "pay as you go" option to virtually meet with Certified Financial Planners, Money Coaches and Career Coaches. Is this something you would be interested in?
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How much would you be willing to pay for a 30 minute session with a Certified Financial Planner, Money Coach or Career Coach?
Would you like to be added to our mailing list for our launch?
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Could we contact you via email for a phone interview?
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