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Participant Survey

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Please fill out the form below, or you may download a PDF survey to fill out by hand.

Please know that your responses will be kept confidential, and will never be disclosed outside of the organization, or on an individual basis. Their value lies in helping us organize our workshops to best serve our participants.

Many thanks for your participation!

Full Name *

Email Address *

Age

Occupation

Your Education/Field of Study

Describe your family structure (spouse/partner, age & number of dependents)

What is your earliest money memory - and what did it mean to you?

Review the following document and tell us which "money mindset" most resembles yours: Download PDF

Perfectionist

Dreamer

Procrastinator

Wanderer

Do you feel confident in your financial decisions?

Yes

No

Do you feel financially secure?

Yes

No

Why do you not feel financially secure?

What three adjectives best describe your attitude about your finances?

What was the last money mistake you made, and why did you make it?

What was the last money success you had, and why was it successful?

Do you have a household budget? An emergency fund? A plan for your retirement?

How much do you have saved for retirement?

I'm just getting started

I have roughly half my annual income saved

I have the equivalent of my annual income saved

I have more than my annual income saved

How many times your annual income do you have saved?

List an immediate financial priority

List a long term financial priority

When it comes to talking about finances, with whom are you comfortable?

Few people; it's a personal matter

Spouse/Partner

Close friends or family

Anyone I care about; I'm pretty open

Do you prefer a PC or Mac?

PC

Mac

Are you familiar with spreadsheets?

None

Novice

Intermediate

Expert

Warning! Here comes the touchy-feely stuff 🙂

Write as much or as little as you want!

Describe your biggest passion right now

Describe your biggest problem right now

What situations bring you great happiness?

What makes your life meaningful and worthwhile?

What is your top priority or goal for these workshops?

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