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Money Survey
Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.
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1
How do you usually manage your finances?
Select one option that best fits your financial management style
Savings account
Investments
Budgeting
2
Rate your current financial situation on a scale of 1 to 10
Rate how well you are satisfied with your financial status
3
What is your biggest financial goal at the moment?
Briefly describe your primary financial objective
4
Do you have a monthly budget?
Answer if you have a set monthly spending plan
Yes
No
5
How comfortable are you with taking financial risks?
Select the option that best describes your risk tolerance
Very comfortable
Moderately comfortable
Not comfortable
6
What percentage of your income do you save each month?
Estimate the portion of your income that goes into savings
Less than 10%
10% - 20%
More than 20%
7
Are you currently in debt?
Answer if you have any outstanding debts
Yes
No
8
How often do you review your financial goals?
Select the frequency at which you assess your financial objectives
Monthly
Quarterly
Yearly
9
What is the biggest financial challenge you are facing right now?
Describe the main obstacle you encounter in your finances
10
Do you consult a financial advisor regularly?
Answer if you seek professional financial advice periodically
Yes
No
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