Financial Wellness Assessment
Company or Organization Name
What topics regarding personal finances are of interest to you? (Select all that apply)
Developing a Monthly Plan for Success
Budgeting & Planning for Emergencies
Relationships and Money
Kids and Money
Saving for College Tuition
Would you like for your employer to offer more financial education in the above areas?
Are you completely at peace about your financial future?
Do you do a monthly written budget every single month?
Would you say you live paycheck to paycheck most months of the year?
Have you ever borrowed money from a friend or relative?
Have you ever borrowed from your retirement plan?
Have you ever lost sleep due to financial stress?
Which of the following best describes your current, monthly cash flow situation?
Can't pay all my bills and fall behind further each month
Can pay all my bills, but things are really tight
Pay my bills and have some money left over
What learning style would you be likely to participate in? (Check all that apply)
Should be Empty: