Financial Assistant Onboarding Survey
Help us understand your background, needs, and preferences to provide tailored financial assistant services.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What is your current employment status?
*
Employed full-time
Employed part-time
Self-employed
Unemployed
Student
Retired
Other
Which areas do you seek assistance with? (Select all that apply)
*
Budgeting & Expense Tracking
Debt Management
Saving Strategies
Investment Planning
Retirement Planning
Tax Planning
Other
How would you rate your current financial knowledge?
*
1
2
3
4
5
How comfortable are you with the following financial tasks?
*
Rows
Very Comfortable
Somewhat Comfortable
Not Comfortable
Creating a budget
1
2
3
Tracking expenses
4
5
6
Investing
7
8
9
Filing taxes
10
11
12
Managing debt
13
14
15
Have you previously worked with a financial professional?
*
Yes
No
What are your top three financial goals for the next 1-3 years?
*
What is your preferred method of communication?
*
Email
Phone Call
Video Call
Text/SMS
Other
Please share anything else you'd like your financial assistant to know about your situation or expectations.
Submit Survey
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