Financial Wellness Survey

Financial Wellness Survey — Form Fields

This surveys template includes 7 fields. Assess financial wellness and literacy among employees or community members. Covers saving habits, financial stress levels, and interest in educational resources. Free to customize and use on ZenBuild.

• How would you rate your overall financial wellness? (rating, required)
• How often do you feel stressed about finances? (multiple choice, required) — options: Always, Often, Sometimes, Rarely, Never
• Do you have an emergency fund covering 3+ months of expenses? (multiple choice, required) — options: Yes, Partially (1-2 months), No, Prefer not to say
• Are you currently contributing to a retirement account? (multiple choice, required) — options: Yes, regularly, Yes, occasionally, No, I don't have access to one
• What financial topics would you like to learn more about? (checkboxes, optional) — options: Budgeting, Investing basics, Debt management, Retirement planning, Tax strategies, Home buying, College savings
• Would you attend a free financial wellness workshop? (multiple choice, required) — options: Yes, in person, Yes, virtual, Either format, No, not interested
• What's your biggest financial concern right now? (long text, optional)