6 Question Survey of Personal Preferences

As part of my ongoing commitment to provide quality financial services and products, I would like to learn more about your preferences. All responses are confidential, anonymous, and will be used for planning purposes only.

1. How important are these financial practices to you on a scale from 1 to 5?

	1. I do this regularly	2. I do this sometimes	3. I know I should but haven't started yet	4. I hire this done for me	5. I will never do this
A formal Budget for all household finances (including Actual spending)	*How important are these financial practices to you on a scale from 1 to 5? A formal Budget for all household finances (including Actual spending) 1. I do this regularly	A formal Budget for all household finances (including Actual spending) 2. I do this sometimes	A formal Budget for all household finances (including Actual spending) 3. I know I should but haven't started yet	A formal Budget for all household finances (including Actual spending) 4. I hire this done for me	A formal Budget for all household finances (including Actual spending) 5. I will never do this
Regular cash flow meetings or review	Regular cash flow meetings or review 1. I do this regularly	Regular cash flow meetings or review 2. I do this sometimes	Regular cash flow meetings or review 3. I know I should but haven't started yet	Regular cash flow meetings or review 4. I hire this done for me	Regular cash flow meetings or review 5. I will never do this
Regular savings account contribution as a % of income	Regular savings account contribution as a % of income 1. I do this regularly	Regular savings account contribution as a % of income 2. I do this sometimes	Regular savings account contribution as a % of income 3. I know I should but haven't started yet	Regular savings account contribution as a % of income 4. I hire this done for me	Regular savings account contribution as a % of income 5. I will never do this
Scheduled insurance policy review (casualty and life)	Scheduled insurance policy review (casualty and life) 1. I do this regularly	Scheduled insurance policy review (casualty and life) 2. I do this sometimes	Scheduled insurance policy review (casualty and life) 3. I know I should but haven't started yet	Scheduled insurance policy review (casualty and life) 4. I hire this done for me	Scheduled insurance policy review (casualty and life) 5. I will never do this
Own a home	Own a home 1. I do this regularly	Own a home 2. I do this sometimes	Own a home 3. I know I should but haven't started yet	Own a home 4. I hire this done for me	Own a home 5. I will never do this
Own investment real estate	Own investment real estate 1. I do this regularly	Own investment real estate 2. I do this sometimes	Own investment real estate 3. I know I should but haven't started yet	Own investment real estate 4. I hire this done for me	Own investment real estate 5. I will never do this
Primarily Invest in stock market products	Primarily Invest in stock market products 1. I do this regularly	Primarily Invest in stock market products 2. I do this sometimes	Primarily Invest in stock market products 3. I know I should but haven't started yet	Primarily Invest in stock market products 4. I hire this done for me	Primarily Invest in stock market products 5. I will never do this
College planning and savings	College planning and savings 1. I do this regularly	College planning and savings 2. I do this sometimes	College planning and savings 3. I know I should but haven't started yet	College planning and savings 4. I hire this done for me	College planning and savings 5. I will never do this
Estate planning and regular review	Estate planning and regular review 1. I do this regularly	Estate planning and regular review 2. I do this sometimes	Estate planning and regular review 3. I know I should but haven't started yet	Estate planning and regular review 4. I hire this done for me	Estate planning and regular review 5. I will never do this
Financial planning and regular review	Financial planning and regular review 1. I do this regularly	Financial planning and regular review 2. I do this sometimes	Financial planning and regular review 3. I know I should but haven't started yet	Financial planning and regular review 4. I hire this done for me	Financial planning and regular review 5. I will never do this
My Goals and dreams are in a life plan reviewed regularly	My Goals and dreams are in a life plan reviewed regularly 1. I do this regularly	My Goals and dreams are in a life plan reviewed regularly 2. I do this sometimes	My Goals and dreams are in a life plan reviewed regularly 3. I know I should but haven't started yet	My Goals and dreams are in a life plan reviewed regularly 4. I hire this done for me	My Goals and dreams are in a life plan reviewed regularly 5. I will never do this

2. When considering a refinance on any property you own, rate each of the items below in order of importance

	Most Important	Important	Less Important	Least Important
The lowest interest rate	*When considering a refinance on any property you own, rate each of the items below in order of importance The lowest interest rate Most Important	The lowest interest rate Important	The lowest interest rate Less Important	The lowest interest rate Least Important
The lowest monthly payment	The lowest monthly payment Most Important	The lowest monthly payment Important	The lowest monthly payment Less Important	The lowest monthly payment Least Important
The lowest cost	The lowest cost Most Important	The lowest cost Important	The lowest cost Less Important	The lowest cost Least Important
The lowest breakeven of costs to payment savings	The lowest breakeven of costs to payment savings Most Important	The lowest breakeven of costs to payment savings Important	The lowest breakeven of costs to payment savings Less Important	The lowest breakeven of costs to payment savings Least Important

List any others that are at least important (50 characters)

*
3. When there is something you need to know or learn about personal finances, where do you go to get that information? (list all sources)

When there is something you need to know or learn about personal finances, where do you go to get that information? (list all sources)

4. In today’s real estate market we hear people say “I want the lowest price I can get.” Please rate the most effective way of knowing what the lowest price is

	Most Effective	Effective	Less Effective	Least Effective
Newspaper or on-line valuation sites	*In today’s real estate market we hear people say “I want the lowest price I can get.” Please rate the most effective way of knowing what the lowest price is Newspaper or on-line valuation sites Most Effective	Newspaper or on-line valuation sites Effective	Newspaper or on-line valuation sites Less Effective	Newspaper or on-line valuation sites Least Effective
Television or radio programs	Television or radio programs Most Effective	Television or radio programs Effective	Television or radio programs Less Effective	Television or radio programs Least Effective
Friends or colleagues advice	Friends or colleagues advice Most Effective	Friends or colleagues advice Effective	Friends or colleagues advice Less Effective	Friends or colleagues advice Least Effective
Conversations with Realtors or lenders	Conversations with Realtors or lenders Most Effective	Conversations with Realtors or lenders Effective	Conversations with Realtors or lenders Less Effective	Conversations with Realtors or lenders Least Effective
Discussions on Group or networking sites	Discussions on Group or networking sites Most Effective	Discussions on Group or networking sites Effective	Discussions on Group or networking sites Less Effective	Discussions on Group or networking sites Least Effective
Detailed market analysis of target home area	Detailed market analysis of target home area Most Effective	Detailed market analysis of target home area Effective	Detailed market analysis of target home area Less Effective	Detailed market analysis of target home area Least Effective

Add any other (50 characters)

*
5. What is your biggest complaint, challenge, or worry right now about your personal finances?

What is your biggest complaint, challenge, or worry right now about your personal finances?

6. Demographics

	Gender?	Age?	Relationship status?	Children?	How many years of college and/or trade school have you completed?	On average over the past 2 years, is your household incom?
*	Demographics * Gender?	Age?	Relationship status?	Children?	How many years of college and/or trade school have you completed?	On average over the past 2 years, is your household incom?

7. THIS QUESTION IS OPTIONAL! - For completing this survey, a gift for you. For every 25 registered responses we receive we will be drawing for a $25. Barnes & Noble gift card.
You will also be registered for a complimentary copy of Momentum for Life, a weekly personal financial E-newsletter, and receive a free report titled "9 secrets mortgage lenders won't tell you about how to get the loan you want in record time".
If you would like to be entered or are interested in the survey results, please submit your name and email address below.

THIS QUESTION IS OPTIONAL! - For completing this survey, a gift for you. For every 25 registered responses we receive we will be drawing for a $25. Barnes & Noble gift card. You will also be registered for a complimentary copy of Momentum for Life, a weekly personal financial E-newsletter, and receive a free report titled "9 secrets mortgage lenders won't tell you about how to get the loan you want in record time". If you would like to be entered or are interested in the survey results, please submit your name and email address below. Name:

Primary Email Address:

Thank you for completing this survey!

Dan Noble
408-268-7387
Survey@satorialliance.com

6 Question Survey of Personal Preferences
Exit this survey

1. Survey of Personal Preferences

1. How important are these financial practices to you on a scale from 1 to 5?

2. When considering a refinance on any property you own, rate each of the items below in order of importance

*
3. When there is something you need to know or learn about personal finances, where do you go to get that information? (list all sources)

4. In today’s real estate market we hear people say “I want the lowest price I can get.” Please rate the most effective way of knowing what the lowest price is

*
5. What is your biggest complaint, challenge, or worry right now about your personal finances?

6. Demographics

6 Question Survey of Personal PreferencesExit this survey

1. Survey of Personal Preferences

1. How important are these financial practices to you on a scale from 1 to 5?

2. When considering a refinance on any property you own, rate each of the items below in order of importance

*3. When there is something you need to know or learn about personal finances, where do you go to get that information? (list all sources)

4. In today’s real estate market we hear people say “I want the lowest price I can get.” Please rate the most effective way of knowing what the lowest price is

*5. What is your biggest complaint, challenge, or worry right now about your personal finances?

6. Demographics

6 Question Survey of Personal Preferences
Exit this survey

*
3. When there is something you need to know or learn about personal finances, where do you go to get that information? (list all sources)

*
5. What is your biggest complaint, challenge, or worry right now about your personal finances?