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Financial Confidence & Decision-Making Survey (Pre-Session)
This brief survey helps us understand participant needs and measure program impact. Responses are anonymous.
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* Indicates required question
First & Last Name
*
Your answer
Mobile (Phone)
*
Your answer
E-mail Address
*
Your answer
How confident do you currently feel about managing your finances?
1 - Not Confident At All : 5 - Very Confident
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2
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4
5
How confident do you feel making financial decisions (such as saving, credit, or investing decisions)?
1 - Not Confident At All : 5 - Very Confident
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2
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5
Clear selection
How would you describe your current understanding of financial topics?
1 - Not Confident At All : 5 - Very Confident
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2
3
4
5
Which best describes your current approach to managing your finances?
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Just getting started
Thinking about making changes
Actively working on improvements
Already following a plan
Other:
Required
Areas of interest
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Budgeting & cash flow
Credit & debt management
Saving & emergecy funds
Investing & markets
Financial planning & goals
Building long term wealth
Not sure yet
Other:
Required
What are you hoping to gain from today’s session?
Your answer
Which best describes you?
*
Student
Working Professional
Entrepreneur / Business Owner
Retired
Required
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