Please complete this survey as thoroughly as possible.

POTE FINANCE INITATIVE SURVEY. Please complete the survey as throughly as possible.

The information on this survey will be used for data gathering and will be treated as confidential information. It will be compiled as statistics, and no personal references will be made in our final report. Your participation in this survey is voluntary. We will not provide this information to any outside sources.
Name*
Address
Optional. Home or mailing address.
City, State, Zip*
Mobile Number*
Home Phone
Optional.
Email Address*
Your best email address.
I agree that the information I provide in this survey can be used by the members of the POTE Finance Committee in it's research.*

YES, I agree to the use of my information.NO, I do NOT agree to the use of my information.
Are you Pupil of the Eye (POTE) / A person of African Descent?*

YESNOOther
What is you marital status?*

SingleMarriedDomestic PartnerDivorcedWidowedOther
Do you have Children?*

NoneChildren under 18 living at homeChildred over 18 living at homeAdult ChildrenGrandchildren living at homeOther
What is your employment status?*

EmployedSelf-employedUnemployedRetiredStay-at-home parentOther
Are you a business owner?*

Home-based businessDBA or Sole Member LLCLLC (2 or more partners other than spouse)IncorporatedSole ProprietorDoes not applyOther
What financial institutions do you use?*

Not at all OR "Mattress"National BankCredit UnionWestern UnionMoneygramPost Office Money OrdersWalmartOnline Only BankingPaycheck LoansInvestment FirmsDoes not applyOther
What topics regarding personal finances are most important to you? (Select all that apply)*

Developing a Monthly Plan for SuccessA Simple and Effective Budgeting SystemEmergency FundsDebt EliminationRelationships and MoneyKids and MoneySaving for College FundsRetirement PlanningInvestingSocial Security BenefitsSenior CareHome PurchaseStudent LoansCredit RepairEstate Planning (Will/Trust)Legacy Building (Asset Accumulation)Other
Do you do a monthly written budget every single month?*

YesNo
Would you say you live paycheck to paycheck most months of the year?*

YesNo
Have you ever borrowed money from a friend or relative?*

YesNo
Have you ever borrowed from your retirement plan?*

YesNo
Have you ever lost sleep due to financial stress?*

YesNo
Do you understand the impact of taxes on your ability to save and invest?*

YesNoOther
Which of the following best describes your current, monthly cash flow situation?*

I save at least 5% of my income each monthI save at least 10% of my income each monthI save at least 15% or more of my income each monthI can't pay all my bills and fall behind further each monthI can pay all my bills, but things are really tightI pay my bills and have some money left overOther
What is your primary "emotional" relationship to money? (check all that apply)*

Feeling deserving of wealthDon't think about money much at allWorking hard to provide for my familyShameOverwhelmFeelings of unworthinessI don't like mathFear of wealthResent the wealthyI don't know enough about moneyDistrust financial institutionsEverything always works out somehowMy family lives together and pools their moneyI borrow from friends and family when I come up shortOther
How do you rate yourself between 1 - 7, (7 being the highest), when it comes to understanding how money works?*

1234567
Are you completely at peace about your financial future?*

YesNoOther
IF THERE WERE A POTE NETWORK, which of these areas would you want the network to engage in or support?*

POTE Social Justice ProjectsPOTE Community Project (gardening, arts, Jr. Youth)Understanding Benevolent Resources (private funding)Cooperative Economics (business support, partnerships, mentorships)Business 2 Business NetworkingBusines 2 Consumer NetworkingLegal ServicesAccounting ServicesMoney for New BusinessFunding (bank loans, micro loand, etc.)Grant SourcesBanking (online, credit union, national banks, etc.)Alternative Banking (high yield savings, investment firms)
If there were an online directory would you want your business or profession included ?*

YesNoOther
Would you like to be made aware of future presentations like this?

YesNo
What learning style would you be likely to participate in? (Check all that apply)

Zoom WorkshopsOnline Resources (eBooks, Blogs, etc.)One-on-One CoachingOther
If you have any comments, or anything you wish to share please write it in the space below.
100 Characters only. Type your comments without punction. Use two spaces between sentences if need.

POTE FINANCE INITATIVE SURVEY. Please complete the survey as throughly as possible.