Financial & Career Survey

Thanks for helping out by completing this short survey. It includes a few general questions about finances, career, and future goals. There are no right or wrong answers, and it should only take a couple of minutes.

1. How much has the rising cost of living affected your financial situation?

Significantly Moderately Slightly Not at all

2. Which financial areas are most important to you right now? Select all that apply:

Reducing debt or managing monthly expensesBuilding emergency savingsGrowing my investmentsPreparing for retirementReducing taxesPurchasing a home or reviewing my mortgageSaving for my children’s educationProtecting my family in the event of illness, disability, or deathFinal expenses and estate planningI’m not sure where to begin

Other (please specify)

3. Are there any areas where you would like more information or a second opinion? Select all that apply:

Saving and investingRetirement planningTax-efficient financial strategiesLife, disability, or critical illness protectionDebt and cash-flow managementMortgage options or renewalsEducation savingsEstate and final-expense planningNone at this time

Other (please specify)

4. How do you feel about the long-term outlook of your current career? Select all that apply:

Very positive and secure Generally positive Unsure about the future I would consider a change if the right opportunity came along I am actively looking for a change

Other (please specify)

5. What would be most valuable to you in a career or business opportunity? Select all that apply:

Additional incomeFlexible hoursThe ability to work remotelyGreater earning potentialCareer advancementRecognition for my effortsHelping other peopleBeing part of a supportive teamBuilding something of my ownBetter work-life balance

Other (please specify)

6. If the income, schedule, and situation were right, how open would you be to exploring a part-time business opportunity?

Very open Open to learning more Possibly, depending on the opportunity Not interested at this time

7. What would you be open to discussing? Select all that apply:

My financial goals or concernsWays to create additional incomeA possible career or business opportunityBoth financial strategies and business opportunitiesI would prefer to receive some information by text or email firstNothing at this time

Thank you for taking the time to complete the survey. Your feedback is greatly appreciated.