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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?

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?

*

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?

*

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?

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

Financial Habits & Knowledge

How old are you?

How do you identify?

What's your race?

Are you Hispanic or Latino?

What's your cultural background? (optional)

Were you born in the United States?

Were your parents born in the United States?

How would you rate your current financial knowledge?

When was the last time you searched for a financial topic online?

Did you find the answers you needed in your search?

Which resources do you use for financial information? (Select all that apply)

How confident do you feel when making financial decisions?

Does your current level financial knowledge affect your confidence in making financial decisions?

What is the biggest financial challenge you currently face?

What barriers have you encountered when trying to learn about finances?

Which of the following financial goals are you currently working toward?

Are you currently using any resources to help you meet those goals?

On a scale from 1 to 5, how much would improving your financial literacy (understanding of financial topics) impact your life?

Which format do you prefer for learning about finances? (Select all that apply)

How valuable would you consider a tool that uses your demographics & life experience to guide you through financial goals with videos & games?

If you're interested in further conversation or resources on financial literacy, leave your email below. (optional)