Is It Time for a Financial Fresh Start?

Please take a moment and help me out by answering this quick, one minute survey.

1. To what extent has the increasing cost of living impacted your financial situation?

Extremely impacted Moderately impacted Somewhat impacted Not impacted

2. Are you concerned with any of the following? (Select all that apply)

Managing debts and bills Retirement security Funding education for children Understanding Medicare options Overpaying for health insurance without adequate benefits Insufficient protection for disability, long-term illness, or death Financial responsibilities of aging parents or adult children Final expenses and estate planning

Other (please specify)

3. In which of the following areas do you feel you need more information to achieve your financial goals? (Select all that apply)

Investments Insurance Debt management Inflation Taxes

Other (please specify)

4. What are your top financial priorities for the future? (Select all that apply)

Grow my investments Pay off debt Start a retirement savings plan Purchasing a home Fund my children’s education

Other (please specify)

5. What's the long-term outlook for your current career?

Optimistic Secure Concerned Considering a change

Other (please specify)

6. What Do You Value Most in a Career? (Select all that apply)

Work/Life Balance Ability to work remotely Recognition for my efforts Earning potential Career Advancement Working in a team environment

Other (please specify)

7. Are you open to exploring part-time income opportunities?

Extremely open Moderately open Somewhat open Not open

8. Have you ever thought about getting into business for yourself?

I’m interested but unsure where to start I’m open to learning more I'm in the process of starting my own business

Other (please specify):

9. Do you know of anyone who would consider a career change if the money and situation were right?

Yes
No

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