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Financial Habits & Knowledge
How old are you?
*
How do you identify?
*
How do you identify?
A
Man
B
Woman
C
Nonbinary
What's your race?
*
What's your race?
American Indian or Alaska Native
Asian
Black or African American
Middle Eastern or North African
Native Hawaiian or Other Pacific Islander
White
Are you Hispanic or Latino?
*
Are you Hispanic or Latino?
A
Yes
B
No
What's your cultural background? (optional)
Were you born in the United States?
*
Were you born in the United States?
A
Yes
B
No
Were your parents born in the United States?
*
Were your parents born in the United States?
A
Yes
B
No
How would you rate your current financial knowledge?
*
How would you rate your current financial knowledge?
A
1 – Very Low
B
2 – Low
C
3 – Average
D
4 – High
E
5 – Very High
When was the last time you searched for a financial topic online?
*
When was the last time you searched for a financial topic online?
A
In the past week
B
In the past month
C
In the past 3 months
D
In the 12 months
E
Not sure
Did you find the answers you needed in your search?
*
Did you find the answers you needed in your search?
A
Yes
B
No
Which resources do you use for financial information? (Select all that apply)
*
Which resources do you use for financial information? (Select all that apply)
Books
Blogs
Podcasts
YouTube videos
Online courses
Financial apps (e.g., Nerdwallet, YNAB)
Banks’ financial tools
Financial advisors
None of these
How confident do you feel when making financial decisions?
*
How confident do you feel when making financial decisions?
A
1 – Not confident at all
B
2 – Slightly confident
C
3 – Neutral
D
4 – Confident
E
5 – Very confident
Does your current level financial knowledge affect your confidence in making financial decisions?
Does your current level financial knowledge affect your confidence in making financial decisions?
A
Yes
B
No
What is the biggest financial challenge you currently face?
*
What is the biggest financial challenge you currently face?
A
Budgeting and managing expenses
B
Saving money
C
Paying off debt
D
Building credit
E
Investing
F
Retirement planning
G
Lack of financial knowledge
H
Other
What barriers have you encountered when trying to learn about finances?
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What barriers have you encountered when trying to learn about finances?
Lack of time
Complexity of financial topics
Lack of accessible resources
Distrust in financial institutions
Financial language is confusing
Cultural disconnect in resources
Cost of education/resources
Other
Which of the following financial goals are you currently working toward?
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Which of the following financial goals are you currently working toward?
Building an emergency fund
Paying off debt
Investing in stocks or real estate
Saving for education
Saving for moving
Saving for retirement
Starting or growing a business
None
Other
Are you currently using any resources to help you meet those goals?
Are you currently using any resources to help you meet those goals?
No
Financial apps (Rocket Money, NerdWallet, etc)
Excel sheets
Financial advisors
Banks’ financial tools
Notes App
On a scale from 1 to 5, how much would improving your financial literacy (understanding of financial topics) impact your life?
*
On a scale from 1 to 5, how much would improving your financial literacy (understanding of financial topics) impact your life?
A
1 – No impact
B
2 – Slight impact
C
3 – Moderate impact
D
4 – Significant impact
E
5 – Life-changing impact
Which format do you prefer for learning about finances? (Select all that apply)
*
Which format do you prefer for learning about finances? (Select all that apply)
Videos
Articles
Apps
Webinars or live sessions
One-on-one coaching
Podcasts
Infographics
Social media content (Instagram, Tiktok, etc)
How valuable would you consider a tool that uses your demographics & life experience to guide you through financial goals with videos & games?
*
How valuable would you consider a tool that uses your demographics & life experience to guide you through financial goals with videos & games?
A
1 – Not valuable
B
2 – A little valuable
C
3 – Moderately valuable
D
4 – Very valuable
E
5 – Incredibly valuable
If you're interested in further conversation or resources on financial literacy, leave your email below. (optional)
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