Financial Behavior Assessment
Evaluate your financial habits, attitudes, and practices to better understand your financial behavior.
Full Name
*
First Name
Last Name
Age Group
*
Please Select
18-24
25-34
35-44
45-54
55-64
65 or older
How would you describe your current employment status?
*
Employed full-time
Employed part-time
Self-employed
Unemployed
Retired
Student
Other
How often do you create and follow a personal budget?
*
Always
Often
Sometimes
Rarely
Never
Please indicate how strongly you agree or disagree with the following statements about your financial habits.
*
Rows
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I track my spending regularly.
1
2
3
4
5
I set financial goals for myself.
6
7
8
9
10
I save a portion of my income every month.
11
12
13
14
15
I pay my bills on time.
16
17
18
19
20
I avoid unnecessary debt.
21
22
23
24
25
How confident are you in your ability to manage your personal finances?
*
Not confident at all
1
2
3
4
Very confident
5
1 is Not confident at all, 5 is Very confident
How would you rate your knowledge about investment options (e.g., stocks, bonds, mutual funds)?
*
1
2
3
4
5
Which of the following best describes your approach to saving money?
*
I save a fixed amount regularly.
I save when I have extra money.
I rarely save money.
I do not save at all.
Other
Which sources do you typically use for financial advice? (Select all that apply)
*
Family or friends
Financial advisor
Online resources
Books or magazines
Social media
Other
What is your primary financial goal for the next year?
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