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Personal Finance Survey
1.
How well do you manage your own finances?
Extremely well
Very well
Somewhat well
Not so well
Not at all well
2.
What financial topics do you think you could use more information on?
Budgeting
Credit
Loans/Debt
Saving
Investing
Life Insurance
Health Insurance
Disability Insurance
Long Term Care Insurance
Other (please specify)
3.
What kind of financial accounts do you currently have?
Savings
Checking
Money Market
CDs
Stocks/Bonds/Mutual Funds
IRA
401k/403b
Teacher Retirement System
Other (please specify)
4.
What types of insurance do you have?
Life
Health
Auto
Homeowner’s/Renter’s
Disability
Long Term Care
Other (please specify)
5.
How important do you think it is for you to work with a financial advisor?
Extremely important
Moderately important
Somewhat important
Slightly important
Not at all important
*6.
What is your contact information?
Name | |
Phone |
7.
Do you have any other comments, questions, or concerns?
Not at all likely | Extremely likely |
0 | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
0 | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
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