Greater Allen AME Pre-Workshop Survey
Share your starting point so Dr. Pamela Jolly can tailor the workshop to what you want to build, grow, or expand.
Respondent Information
Name
Email
example@example.com
What is your connection to this workshop?
Greater Allen AME congregant
Church or ministry leader
Invited guest
Other (please describe)
Please describe your connection
Age range
Under 30
30–39
40–49
50–59
60–69
70+
Prefer not to say
Gender
Woman
Man
Nonbinary / another identity
Prefer to self-describe
Prefer not to say
Self-description
Demographic information is used for aggregate reporting only and never affects any result.
Wealth Journey and Current Focus
What would wealth make possible for you?
Which pursuit most needs your attention right now?
*
Create a life — support my current needs
Build a sustainable lifestyle — sustain my life through and beyond retirement
Grow independent — strengthen ownership and meaningful choice
Expand / leave a legacy — invest in what I want to continue
Not sure yet
What remains unfinished that you most want help with?
*
Reliable income
A realistic monthly spending plan
Managing debt and other people's money
Building a protected cash reserve
Retirement and lifestyle sustainability
Ownership and investing
Defining my direction and dreams
Organizing what I want to pass on
Not sure yet
Other
Which best describes your protected cash reserve for unexpected disruptions?
*
Not started
Building it
Established, but unsure whether it is enough
Established with a clear target
Not sure
Prefer not to say
Baseline Statements
I can describe where I am on my wealth-building journey
Strongly disagree
1
2
3
4
5
Not sure
6
1 is Strongly disagree, 6 is Not sure
I can name a realistic wealth-building outcome I want to pursue
Strongly disagree
1
2
3
4
5
Not sure
6
1 is Strongly disagree, 6 is Not sure
I can identify the main issue preventing my next step
Strongly disagree
1
2
3
4
5
Not sure
6
1 is Strongly disagree, 6 is Not sure
I understand how operating, financing, and investing cash flow relate to my life
Strongly disagree
1
2
3
4
5
Not sure
6
1 is Strongly disagree, 6 is Not sure
I can name one practical next step toward greater ownership or investment in my future
Strongly disagree
1
2
3
4
5
Not sure
6
1 is Strongly disagree, 6 is Not sure
Support and Follow-up
What support would most help you move forward?
A clear learning pathway
Help applying financial concepts to my own life
Accountability and follow-through
A trusted financial advisor
Learning alongside others in my church
Help recognizing and using my skills and other resources
Not sure
Other
Would you like information about a WFS cohort through your church?
Yes
Maybe — I need more information
Not at this time
What question would you like Dr. Jolly to address?
Consent to be contacted about WFS cohorts and related learning opportunities
Yes, the WFS team, including James, may contact me about WFS cohorts and related learning opportunities.
Which best describes how you currently work?
Employee in a corporation or private business
Employee in government, education, a nonprofit, or a faith-based organization
Entrepreneur / business owner / self-employed
Both employed by an organization and running my own business
Retired
Student or preparing to enter the workforce
Not currently working / in a career transition
Another arrangement
Prefer not to say
What industry or field do you work in, or most recently worked in?
For example: healthcare, education, finance, technology, ministry, retail, or construction. You may leave this blank.
Share my starting point
Should be Empty: