FINANCE 101
Personal Finance Strategy Survey
Name: ________________________
Address: _______________________
Contact Number: _________________
Email: __________________________
Are you:
·
An employee
·
Self-employed
·
Business owner
Name of Company: __________________
Instruction: Please
answer with a “yes” or “no.”
PERSONAL CHALLENGES:
1.
Are you
suffering from financial losses as a result of the recent economic downturn?
2.
Are you
concerned about any of the following:
·
Too many bills
or debts?
·
Lack of savings
or investments for retirement or kid’s college education?
·
Not having
enough protection in the case of disability, long term illness or even death?
3.
Do you carry any
significant financial responsibilities with growing children or aging parents?
4.
Are you concerned
about the future of your job or career?
5.
Do you feel that
financial terms such as investments, insurance, debt, inflation and tax are
difficult to understand?
6.
Do you think
there is a large number of people in our country who struggle financially and
need help to improve their financial situation?
7.
If you were to
choose, what would you rather have?
·
Better return
for your money
·
Better safety
for your money
8.
What is your
ideal retirement age? ______
FINANCIAL SOLUTIONS:
9.
Do you want to
learn more about how money works and how to build a stronger financial future?
10. Are you interested in making more money and
increasing your cash flow?
11. Do you want to explore a new business career in the
fast growing financial industry?
Just Copy and Paste it
with your answers to the questions and message it to:
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