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Finance Survey
Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.
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1
What is your primary source of income?
Select the option that best describes your primary source of income.
Salary
Investments
Business Profits
Other
2
How satisfied are you with your current financial situation?
Rate your satisfaction level on a scale from 1 to 10.
3
What is your biggest financial goal for the next year?
Please briefly describe your main financial goal for the upcoming year.
4
Do you have a monthly budget?
Select yes if you have a monthly budget, otherwise select no.
Yes
No
5
How often do you review your financial investments?
Indicate how frequently you review your financial investments.
Weekly
Monthly
Quarterly
Annually
Rarely
6
Are you currently saving for retirement?
Select yes if you are saving for retirement, otherwise select no.
Yes
No
7
Have you ever invested in stocks or cryptocurrencies?
Select yes if you have invested in stocks or cryptocurrencies, otherwise select no.
Yes
No
8
On a scale from 1 to 5, how confident are you in managing your finances?
Rate your confidence level in managing your finances.
9
What is your biggest financial challenge currently?
Please briefly describe the main financial challenge you are facing.
10
Do you have an emergency savings fund?
Select yes if you have an emergency savings fund, otherwise select no.
Yes
No
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