How old are you?
What is your highest level of education completed?
What is your marital status?
What is your total household income?
Which of the following best describes where you currently live
How important is managing your financial future?
When it comes to saving money, which of the following best describes you?
Do you currently contribute to a 401K?
Do you currently, or plan to in the future, save for your children’s tuitions?
How often do you check your account balance(s)?
How important is being financially secure to you?
Thinking about my current finances, I feel that I am financially secure. This statement describes me:
I like to save for the long term rather than spend money now. This statement describes me:
I avoid carrying a balance on a credit card to avoid paying interest. This statement applies to me:
Before making a nonessential purchase, I carefully consider whether I can afford it. This statement applies to me:
To what extent do you follow a budget for your spending and savings?
How important are each of the following financial matters, based on your current financial situation?
Not at All
My wedding/civil ceremony
Wedding/civil ceremony of my children/grandchildren
Education of my children/grandchildren
A down payment on a home