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Shaping The Future of KEEP Financial Coaching
Please answer the following survey questions prior to our September 24th meeting. We really appreciate your feedback!
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Your email
Has your client base or demographic changed since March 2020? (yes/no)
Yes - we are seeing more clients
Yes - we are seeing fewer clients
Yes - we are seeing a different demographic
No - we have not seen any changes
Unsure
How has this crisis changed how you are able to deliver your services?
Select how you now are delivering most services. You may choose multiple options.
Virtual
Text/Phone
In-Person
No Changes
Other:
Which of the following challenges have your clients experienced since March?
Choose all that apply
Job and household income changes (job loss, hours cut, etc.)
Benefits changes (healthcare benefits, ReachUP, etc.)
Accessibility (difficulty using new technology or internet connectivity)
Childcare
Mental Health/Stress/Isolation
Other:
Which of the following changes due to COVID have POSITIVELY impacted your clients?
Choose all that apply.
Pandemic Unemployment
Increased access to food
Increased accessibility to housing supports
Remote work/decreased transportation
More available community support
Other:
Which topic area(s) best align with your current and future financial coaching work with clients?
Please choose all that apply or use OTHER to describe your work.
Housing
Food
Transportation
Family Services
Childcare
Workforce & Employment
Addressing Scarcity (debt, credit, utilities, etc.)
Basic and Continuing Education
Inequality (class, gender, race, identity, etc.)
Other:
What financial coaching strategies are you using the most right now to address your clients needs, how has that changed during COVID?
Please choose all that apply
Budgeting
Credit
Debt Management
Savings
Benefits Enrollment
Retirement Planning
Simply working to communicate with clients
Other:
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