Financial Guide and Privacy Survey
Help us understand your financial habits and privacy preferences to improve our guidance and resources.
What is your age group?
*
Please Select
18-24
25-34
35-44
45-54
55-64
65 or older
Prefer not to say
What is your current employment status?
*
Employed full-time
Employed part-time
Self-employed
Unemployed
Student
Retired
Other
How would you describe your approach to managing your personal finances?
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Very organized (track expenses, budget, save regularly)
Somewhat organized (occasional tracking, some saving)
Not very organized (rarely track or budget, irregular saving)
Prefer not to say
Which of the following financial activities do you regularly engage in? (Select all that apply)
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Budgeting
Saving
Investing
Using credit
Paying off debt
None of the above
Other
How comfortable are you with sharing your financial information with financial advisors or online platforms?
*
1
2
3
4
5
Please indicate your level of agreement with the following statements about financial privacy.
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Rows
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I am concerned about the privacy of my financial data.
1
2
3
4
5
I read privacy policies before using financial services.
6
7
8
9
10
I trust financial institutions to protect my information.
11
12
13
14
15
I am willing to share financial data for personalized advice.
16
17
18
19
20
What topics would you be most interested in receiving financial guidance about? (Select all that apply)
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Budgeting and expense tracking
Saving strategies
Investing basics
Debt management
Retirement planning
Improving credit score
Other
How do you prefer to receive financial guidance?
*
One-on-one consultation (in person or virtual)
Workshops or group sessions
Online articles or guides
Webinars or online courses
Mobile app notifications
Other
Please provide any additional comments or suggestions regarding financial guidance or privacy.
Please enter your email address if you would like to receive updates, resources, or a summary of the survey results.
example@example.com
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