Account Budget Analysis Questionnaire

Dear Respondent,

Thanks for participating in our Account Budget Analysis Questionnaire. Its objective is to comprehend your financial objectives and budgeting practices. Your detailed responses aid us in offering personalized advice. Please answer comprehensively. Your answers are confidential. We appreciate your contribution.

Identifying Financial Goals

1. What are your short-term financial goals (in the next 1-5 years)?

2. What are your long-term financial goals (5 years or beyond)?

3. If you are considering retirement, at what age do you plan to retire?

4. Are you saving towards a major purchase (e.g., house, car, education)? Please specify.

Budgeting and Expense Habits

5. How would you describe your monthly budgeting habits?

6. What are your major monthly expenses?

7. Do you have a specific plan to pay off your debts?

8. On a scale of 1-10 (with 10 being extremely efficient), how would you rate your current savings habits?

Investment Risk Tolerance

9. How much risk are you willing to take on with your investments?

10. Have you experienced investment volatility in the past, and how did you react?

11. What is your primary objective with your investment? (E.g., saving for the short term, long term, wealth generation, retirement etc.)

Demographics

12. What is your age range?

13. What is your current employment status?

14. What is your highest level of education?

We wish to extend our heartfelt gratitude for the time and effort you have invested in completing this survey. Your responses are not only important but crucial in aiding us in comprehending your financial needs in a more profound and detailed manner. The insights gained through your responses enable us to enhance and customize our advice to you, and ensure they are made to fit your specific circumstances, thereby providing the most beneficial and efficient solutions for your financial management.

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