Initial Questionnaire Your Name Your Email Phone Number 1. On a scale of 1 (no clue) to 10 (very literate) How financially literate are you? 2. Do you know your net worth? YesNo 3. How many bounce checks did you write in the past year? ZeroLess than 5Between 5 and 10More than 10 4. How many times did you pay a bill (credit card, mortgage, rent, etc) late during the past year? ZeroLess than 5Between 5 and 10More than 10 5. Do you use a pay day lender or a cash checking store? YesNo 6. Do you use a budget? YesNo 7. Do you have a retirement plan? YesNo 8. Do you have emergency savings? YesNo 9. Do you have a business? YesNo If you have a business, do you separate personal and business transactions? YesNoN/A What’s your definition of wealth? Choose one A Being able to afford luxuries such as private jets and yachtsThe ability to afford whatever you wantThe ability to pay your bills when not working without dipping into capital
