Thank you for taking the time to complete this survey by Sage Financial Solutions (SFS) and funded by Silicon Valley Community Foundation (SVCF). The information collected in this survey will help SFS and SVCF explore the financial capabilities of San Mateo & Santa Clara County based service providers in the asset-building field. This information will aid SFS in the development of provider-specific financial capability training.

The Service Provider's Financial Capability Survey asks questions about topics such as financial literacy, personal financial practices, and confidence levels in working on the financial aspects of clients’ lives and will take about 10 minutes to complete.

Responses are confidential and will not be identified by individual. All responses will be compiled together and analyzed as a group.

Responses may not be edited after submission of the survey; feel free to review your responses before clicking Submit. Questions marked with an asterisk (*) are required.

If you have any questions about the survey, please send an email to