Financial Wellness Assessment

Company or Organization Name

What topics regarding personal finances are of interest to you? (Select all that apply)

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?

What learning style would you be likely to participate in? (Check all that apply)