Financial Health Benchmark Survey

Financial Health Benchmark Survey
Help us understand your financial habits and attitudes to benchmark your financial health. Your responses are confidential and used for assessment purposes only.
Full Name
First NameLast Name
Email Address
example@example.com
Age Group
What is your current employment status?
Other
On a scale of 1 to 5, how confident do you feel managing your personal finances?

1
2
3
4
5
1 is Not confident at all, 5 is Very confident
How would you rate your current financial health?

Please indicate your agreement with the following statements:

Rows	Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
I track my income and expenses regularly.
I have an emergency fund that covers at least 3 months of expenses.
I save a portion of my income every month.
I feel prepared for unexpected financial emergencies.
I am confident in my ability to manage debt.

Which of the following best describes your current debt situation?
How do you typically save or invest your money? (Select all that apply)
Other
What is your primary financial goal for the next year?
Other
If you have any additional comments or insights about your financial health, please share them here:
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