OLD Program Introductory SurveyBy Holly Henry / March 18, 2024 Thank you for completing the Program Introductory Survey. You will have one attempt to complete this survey with no option to save and resume later. Set aside enough time to complete the survey in one session. This survey is a chance to learn more about yourself, therefore, answer the questions honestly and to the best of your ability. All your answers will be completely ANONYMOUS and CONFIDENTIAL. Click Start Survey to begin. After you select a response, click Next to progress through each question. When you complete the survey, click the blue Submit button at the bottom right of the page. Click the Mark Complete to finish this lesson. Name Email 1. Overall, how satisfied or dissatisfied are you with your current financial situation? 1-Very dissatisfied 2-Somewhat dissatified 3-Neither satisfied nor dissatisfied 4-Somewhat satisfied 5-Very satisfied None 2. In a typical month, how difficult is it for you to cover your expenses and pay all your bills (including loan payments and credit cards)? Very difficult Somewhat difficult Not at all difficult None 3. Do you have emergency savings sufficient to cover one month of living expenses if needed? Yes No None 4. How confident are you that you could come up with \$ 2,000 if an unexpected need arose within the next month? Think about what sources of funds you can tap into within 30 days. Besides your own assets, consider your capacity to borrow, your network of family and friends, or your ability to sell something you own. I am certain I could NOT come up with the full \$ 2,000 I could probably NOT come up with \$ 2,000 I could probably come up with \$ 2,000 I am certain I could come up with the full \$ 2,000 None 5. In the last 6 months, have you been charged interest or a fee on your credit card(s)? Such as missing or making a late payment, paying the minimum payment only, exceeding your credit line, or using the card(s) for a cash advance. Yes No I don't have a credit card None 6. In the past 2 years, have you used any of the following services? Auto title loans (Auto title loans are loans where a car title is used to borrow money for a short period of time. They are NOT loans used to purchase an automobile); short term "payday" loans; pawn shops; or rent-to-own stores. Yes No None 7. Are you concerned that you might not be able to pay off your student loans? Yes No I don't have student loans None 8. Have you ever tried to figure out how much you need to save for retirement? Yes No None 9. If you were to set a financial goal for yourself today, how confident are you in your ability to achieve it? Not at all confident Not very confident Somewhat confident Very confident None 10. How strongly do you agree or disagree with the following statements? (Scroll right to see more options) 1-Strongly disagree 2-Disagree 3-Neither agree nor disagree 4-Agree 5-Strongly agree I have too much debt right now Debt and debt payments prevent me from adequately addressing other financial priorities Thinking about my personal finances can make me feel anxious If I compare my financial situation to that of my peers, I feel behind 11. How well do these statements describe you or your situation? (Scroll right to see more options) 0-Describes me completely 1-Very well 2-Somewhat 3-Very litlle 4- Does not describe me at all Because of my money situation, I feel like I will never have the things I want in life I am just getting by financially I am concerned the money I have or will save won't last 12. How often does this statement apply to you? (Scroll right to see more options) 0-Never 1-Rarely 2-Sometimes 3-Often 4-Always I have money left over at the end of the month 13. How often does this statement apply to you? (Scroll right to see more options) 0-Always 1-Often 2-Sometimes 3-Rarely 4-Never My finances control my life 14. How present is financial stress in your daily life? I think about my specific personal finance issues and challenges… a lot, more than once a day once a day once or twice a week once or twice a month almost never None 15. On a scale from 1 to 7, how would you assess your overall financial knowledge? (Scroll right to see more options) 1 - Very Low 2 - Low 3 - Moderately Low 4 - Average 5 - Moderately High 6 - High 7 - Very High My overall financial knowledge is 16. Before signing up for Know Yourself, Grow Your Wealth® have you ever participated in a financial education class or program that was offered in high school or college, in the workplace, or by an organization or institution where you lived? Yes No, it was offered but I did not participate No, it was never offered None 17. Rate your level of trust in the following: (Scroll right to see more options) 1-Very low trust 2-Low 3-Moderate 4-High 5-Complete trust Financial Services Companies (banks, investments, or insurance companies, etc) Financial Services Professionals (advisors and agents) Financial Services Technology (banking and investing app) 18. Rate your level of interest in a career in the financial services industry. (Scroll right to see more options) 1-Not at all interested 2-Low interest 3-Somewhat interested 4-Interested 5-Very interested Financial Services Careers 19. Which of the following best describes your current employment or work status? (Select all that apply) Full-time student Part-time student Employed full-time Employed part-time Self-employed Unemployed 20. Did either of your parents or guardians graduate from a college or university? Yes No Attended, but did not graduate None 21. How did/do you pay for college tuition? Select all that apply. I don't / did not attend college Student loans (federal or private) Personal funds (savings) Salary or income through work Family members Scholarships or grants 22. Please select all that apply to most accurately describe your military service: I do not and have not served in the military Army Marine Corp Navy Air Force Space Force Coast Guard National Guard Prefer not to answer 23. Please select all that apply to most accurately describe your parents or guardians military service: My parents or guardians do not and have not served in the military Army Marine Corp Navy Air Force Space Force Coast Guard National Guard Prefer not to answer 24. To help direct your learning journey, select the topics you are interested in learning about? Financial wellness Cash flow and budgeting Financial ratios (determining your financial readiness and financial progress) Credit Debt strategies Housing Taxes Investing Wealth and legacy planning Protection and risk management Retirement Developing a financial plan Knowing yourself and setting SMART financial goals 1 out of 24 When you're ready to submit your Survey, please click the blue Submit button. Once you have the results of your Survey, please make sure to click the MARK COMPLETE button below or you will NOT be able to continue into the Program content and will have to retake the survey. Time's up
