Client Financial Literacy Survey

Name

First

Last

feel personal use

Name (Spouse/Family)

First

Last

Phone

Email

Confirm Email

How do you feel about your ability to manage your own finances (before the webinar) select one.

As it relates to matters of personal finance, what topics do you feel you could use more information on? (Select all that apply)

I feel in control of my current financial situation:

I feel capable of using my current income to achieve my financial goals:

I have an emergency savings fund established to cover 3 to 6 months of expenses if I lose the ability to work:

Saving and investing are important to me:

I believe I have adequate information to help make the best financial decisions for me and my family:

I feel comfortable about my financial future because I have adequately planned for it:

I know what it will take in order for me to retire:

What kind of financial accounts do you currently have?

I have the following types of insurance:

On a scale of 1-5, how necessary or important do you feel it is for you to work with a financial professional?