Personal Financial Health Survey
I’m Audree Bobinger — an Independent Financial Advisor dedicated to helping individuals and families take control of their financial future with clarity, confidence, and integrity. Your response to this survey is very valuable and I will use this information for the sole purpose of serving and delivering the best resources, service and education to my audience. This short questionnaire will help you reflect on your current financial needs and whether working with an investment advisor representative, like myself, is the right next step. There are no wrong answers, and your responses will remain confidential. Let’s see if we’re a fit — and if not, I’ll still do my best to point you in the right direction. Start below when you're ready. Thank you for being a part of this journey toward Financial Literacy for ALL!
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Which time zone are you in?
*
Pacific
Mountain
Central
Eastern
Other
In which state do you currently reside?
*
Best time of day to contact:
*
Morning
Afternoon
Evening
Other
Answer the following: I am currently a(n)....
*
Employee
Business Owner
Sole Proprieter/Self-Employed
Other
Target Areas
Please rate the following areas of interest/concern on a scale of 0 - 5 ................................. SCALE: 0 = not at all interested/concerned 5 = significantly interested/concerned.
Managing bills and debt
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0
1
2
3
4
5
0 is , 5 is
Having emergency funds available
*
0
1
2
3
4
5
0 is , 5 is
Saving for retirement
*
0
1
2
3
4
5
0 is , 5 is
Funding for education (self and/or children)
*
0
1
2
3
4
5
0 is , 5 is
Financial support for children/aging parents/dependents
*
0
1
2
3
4
5
0 is , 5 is
Financial Growth
I would like more information about...
*
Budgeting Resources
Fundamentals on Financial Literacy
Increasing cash flow/debt elimination
Retirement Planning/Asset management
Helping to spread the National Financial Literacy Campaign message
Financial Coaching/Advising
Other
Thank You Audree will reach out shortly
Submit
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