Financial Planning Pre-Survey Financial Planning Pre-Survey Question Title * 1. Date of Training Question Title * 2. Name and Organization: Question Title * 3. My knowledge of financial empowerment is: Very Strong Strong Adequate Weak I have no knowledge regarding financial empowerment Question Title * 4. I believe financial empowerment is a relevant and important component of helping my clients achieve success Strongly Agree Agree Neutral Disagree Strongly Disagree Question Title * 5. My role in working with the people I serve will benefit from a stronger knowledge of financial planning Strongly Agree Agree Neutral Disagree Strongly Disagree Question Title * 6. Please indicate the one best statement that describes your confidence level in talking with the people you serve about financial planning I am very confident I am Confident I am not very confident I have no confidence Question Title * 7. Please indicate your level of awareness and comfort about discussing net worth and spending plans with your clients 1 2 3 4 5 1 2 3 4 5 Question Title * 8. Please indicate your level of awareness and comfort about discussing debt management with your clients 1 2 3 4 5 1 2 3 4 5 Question Title * 9. Please indicate your level of awareness and comfort about discussing dealing with a job loss with your clients 1 2 3 4 5 1 2 3 4 5 Question Title * 10. Which one are best represents your current field of work? Homelessness prevention Homelessness transition/shelter Health Workforce Development Food/Nutrition Housing Financial Assistance Area Ministries Mental Health Prefer Not to Say Other (please specify) Question Title * 11. Please indicate all the activities that you regularly do or discuss with the people you serve. Create a Budget Make a referral to financial counseling Run a credit report Evaluate check cashing or short-term loan options Tax preparation services or assistance Set financial goals Assist with job search Assist with getting/keeping public benefits None of these activities Prefer Not to sa Question Title * 12. Please share how many years of case management or direct-service staff experience you have None or not applicable Less than 1 1-2 3-5 5-9 10-14 15-20 Over 20 Done