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INTRO: LET US GET TO KNOW YOU!

This is a JUDGEMENT FREE zone!

Guilt, shame or embarrassment have no home at SHE BUILDS! Please answer the questions as honestly as you can so that we can best understand how to walk with you in your money journey...


P.S. Some of this information helps us get to know our service audience at large and helps us be better informed in how best to reach women going forward. If you prefer not to answer any question, we respect your privacy!

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* 1. What is your first/last name and what do you prefer to be called?

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* 2. What is the best email address to send your results to?

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* 3. What is your age range?

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* 4. Which of the following best describes your current relationship status?

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* 5. Gender: How do you identify? (optional)

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* 6. My sexual orientation is: (optional)

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* 7. The annual income bracket that best fits your PERSONAL salary would be:

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* 8. Are you currently enrolled in, or do you receive assistance from, any of the following programs (check all that apply):

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* 9. Which race or ethnicity best describes you (Optional. Select all that apply)

We collect demographic information to ensure our services reach all communities and to help improve access. Names, photos and contact information will never be used and published without your consent!

SECTION 1: CURRENT MONEY MINDSET

Let's start with how you and money are getting along these days...

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* 10. Which one sounds the most like your current money relationship?

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* 11. When you check your bank account, how do you usually feel?

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* 12. Growing up, how did your family talk about money?

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* 13. Finish the sentence:

"I deserve financial stability and peace because _____________."

SECTION 2: CURRENT FINANCIAL KNOWLEDGE & CONFIDENCE

You don't have to know everything -- just where you stand! No one is born with a "good with money gene", anyone can learn!

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* 14. How do you usually keep track of your money?

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* 15. If money education were a series, which best fits you?

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* 16. Let's do a Confidence Check!
(1 = no clue YET, 5 = I've got this):

  1 2 3 4 5
Managing monthly expenses
Understanding credit & debt
Saving & investment basics
Planning for taxes and retirement

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* 17. Have you ever learned about money from a class, coach, podcast, book or online source?

SECTION 3: EVERYDAY MONEY HABITS

Let's explore how your money moves day-to-day.

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* 18. How often do you check your accounts or statements?

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* 19. When you spend money, what's usually behind the decision?

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* 20. Savings situation:

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* 21. Investing Status:

SECTION 4: STABILITY & SUPPORT

Let's dig into understanding your current foundation.

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* 22. My income feels:

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* 23. If an unexpected expense came up, like a car repair or a medical bill, i could:

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* 24. How in-control of your debt do you feel right now? (1 = overwhelmed, 5 = on top of it)

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* 25. Protection check:

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* 26. Do you have someone you can talk to about money without feeling judged?

SECTION 5: GOALS & READINESS

What do you want life to look and feel like? Where do you want to go from here?

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* 27. What are your top 3 money goals in the next 6 months:

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* 28. A year from now, what would feeling financially secure look like for you?

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* 29. How ready do you feel to take action on your goals? (1 = just starting, 5 = ready to roll!)

SECTION 6: LIFE & MONEY MANAGEMENT DYNAMICS

Everyone's money journey includes people, priorities & patterns. Let's map out your current dynamic.

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* 30. Which of these best describes your situation?

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* 31. About how much of your household's income comes from you?

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* 32. Who handles day-to-day bill payments & account management in your household?

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* 33. When it comes to long-term financial planning (retirement, saving, goals, investments):

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* 34. How secure do you feel in your household's financial safety net if your income or your partner's income changed suddenly?

SECTION 7: LIFE & LOGISTICS + DEBT SNAPSHOT

These questions get to the core of real life and what's on your financial plate day-to-day. No judgement, so please be honest!

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* 35. How would you describe your housing costs each month?

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* 36. What best describes your current housing situation?

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* 37. Do you have any dependents you financially support? (children, parents, siblings, etc)

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* 38. Which type of debt are part of your current financial picture? (Check all that apply)

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* 39. Which statement best fits how you feel about your debt?

YOU DID IT!

You should be proud of yourself for taking the first step in developing a Money Mindset!

Future YOU will give you a giant hug for taking the initiative TODAY to start carving out the life YOU want for yourself and your loved ones! SHE BUILDS is here to help you succeed and you're NOT alone!

We will be in touch shortly with a more personal "hello" and to offer you FREE and NO PRESSURE insight into the results of your survey and how we can help you in your financial journey.

Thanks for being curious, open and honest. WE BELIEVE IN YOU!

Jess Anderson, CFEI
Owner/Financial Coach, SHE BUILDS
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