Take a few minutes to answer these questions so we can better understand your financial needs and help you build a plan that works for you.
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Question 1 of 12
How would you describe your current financial situation?
Struggling to make ends meet
Living paycheck to paycheck
Comfortable, but not saving much
Financially stable and saving regularly
Question 2 of 12
Do you currently follow a monthly budget?
Yes, I stick to it closely
I have a rough budget
I’ve tried, but I don’t keep up with it
No, I don’t use a budget
Question 3 of 12
How much of your monthly income do you typically save?
Nothing
Less than 10%
10–20%
More than 20%
Question 4 of 12
I have a 720 FICO Score or higher, or I know what is impacting my score and have a plan in place to increase it to 720 or higher.
Yes
No
Question 5 of 12
What’s your biggest financial goal right now?
Getting out of debt
Building an emergency fund
Buying a home or car
Building wealth/investing
Question 6 of 12
I have the right amount of insurance coverage and have calculated my needs around health, life, disability, home and auto insurance
Question 7 of 12
How confident do you feel managing your money?
Not confident at all
Somewhat confident
Fairly confident
Very confident
Question 8 of 12
Do you currently have any investments (stocks, retirement accounts, etc.)?
Yes, I actively invest
I have some, but don’t monitor them
No, but I want to start
No, and I’m not sure where to begin
Question 9 of 12
What are some of your biggest financial challenges right now?
Question 10 of 12
What would financial freedom look like for you?
Question 11 of 12
Have you ever worked with a Financial Coach, Advisor or taken a financial course? What was that experience like?
Question 12 of 12
What do you hope to gain from improving your financial literacy?