Personal Finance Survey - Insights For Better Understanding
This survey is for internal research only. Your answers will remain confidential and not be used to collect personal information. Our goal is to improve our services by understanding our audience better. Thank you for participating!



Marital Status

Education Level


How will you describe your knowledge about personal finances?

What are the categories that comprise the majority of your monthly expenditures?

Which among the following is your biggest concern related to personal finances?

Are you saving for your financial goals?

Which of the below topics do you think you need more information on?

What would you like to learn about to improve your personal finances?

In your opinion having a credit card is….

How has the recession affected your spending habits?

What is your preferred source for personal finance information?

What type of debt do you have? If any, (check all that apply)

How important is it for you to save for retirement?

Which of the below insurances do you have?

Is there anything else you would like to know about personal finances?




Are you up for the challenge of saving $10,000 in 26 weeks?

Are you up for the challenge of saving $10,000 in 26 weeks?

This printable tracker will guide you week by week to reach your goal of saving $10,000. Whether you’re planning a big purchase or building an emergency fund, this tracker will keep you on the right path.

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