Free Financial Survey Template
Financial Survey
This survey is designed to collect information about your financial situation, practices, and preferences. Your responses will help us understand financial behaviors and support the development of better financial services and products.
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PERSONAL INFORMATION |
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Name |
[Name] |
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Date of Birth |
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Gender |
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Marital Status |
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FINANCIAL KNOWLEDGE |
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Literacy Level |
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Education Sources |
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RISK TOLERANCE |
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Risk Tolerance Level |
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Preferred Investments |
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BUDGETING PRACTICES |
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Budgeting Method |
Percentage-Based |
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Expense Tracking Tools |
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FINANCIAL INSTITUTION PREFERENCES |
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Banking Preferences |
Online Banking |
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Financial Services |
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INCOME AND EXPENSES |
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Employment Status |
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Monthly Income |
[$50,000] |
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Primary Expenses |
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Savings Practices |
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SAVINGS AND INVESTMENTS |
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Savings Accounts |
2 Savings Accounts |
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Investments |
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Retirement Savings |
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DEBT AND LIABILITIES |
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Outstanding Loans |
Personal Loan |
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Credit Card Debt |
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Other Liabilities |
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FINANCIAL GOALS |
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Short-Term Goals |
Emergency Fund |
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Long-Term Goals |
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Financial Aspirations |
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Thank you for participating in our survey. Your feedback is invaluable and will contribute to improving our understanding of financial needs.
