Financial Wellness Survey
Feel free to use this form to share with your employees or just to take yourself. You will be able to see the responses as they get added up. If you need a more fully documented PDF, visit Thanks!
How often do you find yourself living paycheck to paycheck? *
Which best describes your feelings regarding your personal finances? *
How often do you consider making a purchase with a credit card? *
Could you pay for a $1,000 emergency with your current savings (without using a credit card)? *
How many Americans do you think could NOT pay for a $400 emergency with cash? *
How often do you use a written monthly budget for your money? *
Do you have a plan to be debt-free (except the house) within two years? *
How confident are you that you will be able to retire comfortably when you want to? *
How confident are you in choosing the retirement investment option that is best for you? *
What is your best guess for the average amount of retirement a 60 year old person has? *
How confident are you that you have enough life and disability insurance to take care of your family? *
How stressed do you feel about your personal finances? *
If our company offered ongoing education and easy to use tools to help you in your personal finances, would you or a member of your household actively participate in the program? *
Of the following, what is the main reason you would consider working for another company? *
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