Would you be so kind as to give answers to these basic questions below?
One-Minute Survey
How would you rate your current level of understanding of cashflow management?
Not familiar with
Heard of it
Somewhat familiar with
Very familiar with
What percentage of your monthly income do you typically allocate to savings or investments? (Not including employer's 401k)
0%
10%
25%
50%
Do you maintain a budget to track your monthly income and expenses?
Yes
No
Have you faced any unexpected cashflow challenges in the past year?
Yes
No
What methods do you use currently to reduce expenses and/or increasing income?
Do you currently have an emergency fund in place?
Yes
No
Do you know what your credit score is?
Yes
No
Is home ownership a goal you have for yourself?
Yes
No
Maybe
If given the tools and shown a system. On a scale of 1 to 10, how confident are you in your ability to manage your cashflow effectively?
1
2
3
4
5
6
7
8
9
10
Submit
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