How confident are you that you can retire comfortably?
*
Very Confident
Somewhat Confident
Not Confident
Retirement? What is that?
2. How much consumer debt do you have (excluding mortgage)?
*
$0
$1–$50k
$50k–$100k
3. What consumer debt do you currently carry? (Select all that apply)
*
Credit Cards
Car Note
Student Loans
Medical Bills
Personal Loans
Home Equity Loan
Buy Now Pay Later
None
4. How often do you run low on money before payday?
*
Often
Sometimes
Never
5. Do you have 3–6 months of emergency savings?
*
Yes
No
6. What’s your biggest financial goal right now? (Choose ONE)
*
Retirement
Debt Freedom
Budgeting
Savings
Better Stewardship Training