Parent Savings Planning Survey Form
Help us understand how parents approach savings planning. Your insights will inform better tools and resources for families.
How confident do you feel about your current savings plan for your family?
*
1
2
3
4
5
What is your primary savings goal as a parent?
*
Education fund
Emergency fund
Home purchase
Retirement
Other
Which of the following methods do you currently use to save for your family? (Select all that apply)
*
Automatic transfers to savings
Employer-sponsored plans
Personal investment accounts
Cash savings
Other
How often do you review or update your savings plan?
*
Monthly
Quarterly
Annually
Rarely or never
What challenges do you face when trying to save for your family?
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Unexpected expenses
Inconsistent income
Lack of financial knowledge
Not enough time to plan
Other
How important is it for you to have digital tools or apps to help with savings planning?
*
Not important
1
2
3
4
Very important
5
1 is Not important, 5 is Very important
Which features would be most helpful in a savings planning tool? (Select up to 3)
Goal tracking
Automated reminders
Educational resources
Budget analysis
Family member access
Other
How likely are you to try a new digital tool for family savings planning?
Very likely
Somewhat likely
Not sure
Unlikely
What one change would most improve your family's ability to save?
Any additional comments or suggestions?
Submit Survey
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