Financial Planning Confidence Survey Form
Assess your confidence levels in various aspects of financial planning. Your responses help us understand trends and improve support resources.
How confident do you feel about managing your personal finances?
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1
2
3
4
5
Please indicate how much you agree with the following statements:
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Rows
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I have clear financial goals.
1
2
3
4
5
I feel prepared for unexpected expenses.
6
7
8
9
10
I am confident in my ability to save regularly.
11
12
13
14
15
I understand the basics of investing.
16
17
18
19
20
I feel comfortable making financial decisions.
21
22
23
24
25
Which of the following best describes your current approach to financial planning?
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I have a detailed written plan
I have a general idea but nothing written
I plan as needed, with no set plan
I do not do any financial planning
How often do you review your financial plan or budget?
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Monthly
Quarterly
Annually
Never
How would you rate your knowledge of financial planning concepts (e.g., budgeting, investing, retirement planning)?
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1
2
3
4
5
What is your primary source of financial planning information?
Financial advisor or planner
Online articles and resources
Family or friends
Books or courses
Other
What is the biggest challenge you face in financial planning?
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