Financial Planning Market Survey Form
Help us understand your financial planning habits and preferences. Your responses to the Financial Planning Market Survey will remain anonymous and are used for market research only.
How old are you?
*
Please Select
Under 25
25–34
35–44
45–54
55–64
65 or older
Which of the following best describes your current employment status?
*
Employed full-time
Employed part-time
Self-employed
Unemployed
Retired
Student
Other
How would you rate your overall confidence in managing your personal finances?
*
1
2
3
4
5
Which financial planning activities do you regularly engage in? (Select all that apply)
*
Budgeting
Saving for retirement
Investing
Tax planning
Debt management
Estate planning
None of the above
Which tools or services have you used for financial planning in the past 12 months? (Select all that apply)
*
Spreadsheets
Mobile apps
Financial advisor
Online planning tools
None
Other
How satisfied are you with your current financial planning process?
*
Not satisfied
1
2
3
4
Very satisfied
5
1 is Not satisfied, 5 is Very satisfied
What is your primary goal for financial planning?
*
Saving for retirement
Buying a home
Paying off debt
Building wealth
Supporting family
Other
How likely are you to use a digital platform for financial planning in the next 12 months?
*
Very likely
Somewhat likely
Neutral
Somewhat unlikely
Very unlikely
Which features would you value most in a digital financial planning platform? (Select up to 3)
*
Automated budgeting
Investment tracking
Goal setting
Personalized advice
Integration with bank accounts
Data security
Other
Do you have any additional comments or suggestions regarding financial planning tools or services?
Submit Survey
Should be Empty: