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Driven 2 Win Financial Literacy and Wealth-building Questionnaire for Individuals and Families
1.
Please share your cellphone anonymously to contact you later regarding your responses. What city do you live in? What career or business industry are you in? Do you have a college degree and/or professional certification?
2.
What age group are you in? (1. Ages 18 to 25; 2. Ages 26 - 35; 3. Ages 36 - 50; 4. Ages 51-65; 5. Ages 66+)
3.
When you were in high school what did you know about making money and money management?
4.
If you had to share your biggest critical mistake about money management what would it be? What did you learn from the experience?
5.
What are some attitudes and impactful experiences you can share from your childhood regarding making money from jobs and/or businesses and watching your closest family members struggle and/or do well in managing money?
6.
What is your current vision to build wealth for yourself and family?
7.
What do you hope your child(ren) and/or younger relatives learn about money management and wealth-building before they become an adult? What skills do you want them to develop and demonstrate now?
8.
Do you own your home? Do you own rental or commercial property and/or have other investments?
9.
Do you have life insurance for yourself and your children (if any)?
10.
Do you have a family trust fund? Do you own a passive, income-generating business?