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Financial Wellness & Habits Survey

Understanding Your Financial Journey

We’re looking to learn more about how different people manage their money and choose financial tools. This survey takes about 5-10 minutes. Your honest feedback is invaluable and completely confidential, unless you choose to provide contact information. Thank you for participating.

When it comes to managing your finances, how would you rate the following?

Your current level of interest in managing your finances

Your current level of interest in managing your finances
Not at all interestedVery Interested

The effort you have historically put in to managing your finances

The effort you have historically put in to managing your finances
I haven't really triedI've tried really hard

The success you feel you've achieved in managing your finances

The success you feel you've achieved in managing your finances
I haven't had much successI've had a lot of success

If you were attending a personal growth conference today, which three sessions would you be most interested in?

If you were attending a personal growth conference today, which three sessions would you be most interested in?