Employee Financial Wellness Assessment

Employee Financial Wellness Assessment — Form Fields

This finance template includes 9 fields. Assess employee financial wellness needs to tailor benefits, education programs, and support offerings. Free to customize and use on ZenBuild.

• Employee Name (text, optional)
• Department (text, optional)
• Top Financial Concern (dropdown selection, required) — options: Budgeting/saving, Debt management, Retirement planning, Home buying, Student loans, Emergency fund, Investment basics
• Do you have a written budget? (multiple choice, required) — options: Yes, No, I use an app
• Do you have 3+ months of emergency savings? (multiple choice, required) — options: Yes, No, Working on it
• Retirement Plan Contribution Level (dropdown selection, required) — options: Not contributing, Contributing but below match, Contributing full match, Contributing above match
• Financial Education Topics You Want (checkboxes, required) — options: Budgeting basics, Debt payoff strategies, Investing 101, Home buying, Tax planning, Retirement income planning
• Would you use a free financial advisor session? (multiple choice, required) — options: Yes, No, Maybe
• Other Financial Topics or Questions (long text, optional)