Undergrad Pre-Assessment Have ever taken a formal and comprehensive unbiased financial wellness course? Yes No Would you have an established financial plan for you and/or your family/household that you can follow after graduation? Yes No What is your age range? 18-25 26-32 33-40 41-48 49-56 56+ Please choose your marital status. Married Single Widowed Divorced Separated Other How old do you think you should be to start investing your money? 18-25 25-35 35 and older There is no age requirement to start investing. What is your current school classification? Freshmen Sophomore Junior Senior Post-Graduate (medical, dental, law, MBA, etc.) I am not a student Please enter the institution (work or school) you are associated with. I have very defined short and long-term goals. Strongly agree Agree Neither agree nor disagree Disagree Strongly disagree Does your family, or yourself live paycheck-to-paycheck? Yes No Statistics show that money has become somewhat of a distraction at work or school due to a lack of a financial plan. To what extent have finances affected your engagement, focus, concentration, performance, productivity or readiness at work or school? A great deal A lot A moderate amount A little None at all I feel stressed about my student loans. Yes No I don't have any. Finances are one of the top three stressors in my household. Strongly agree Agree Neither agree nor disagree Disagree Strongly disagree On a scale of 1-10, how much do your finances have an impact on your stress level? 1 2 3 4 5 6 7 8 9 10 I live on a structured budget. Yes No I have an emergency fund that would allow me to handle a major unexpected expense of $1,000.00 or more without borrowing money. Yes No I am confident or satisfied with my current money management skills. Yes No My current debt load (including my mortgage) is… $0 $1-$999 $1,000-$4,999 $5,000-$19,999 $20,000-$69,999 $70,000-$199,999 $200,000-$499,999 $500,000+ If you have student loans, what is your debt load? $0 (N/A) $1,000-$4,999 $5,000-$19,999 $20,000-$69,999 $70,000-$199,999 $200,000-$499,999 $500,000+ Student loans can affect my credit. Agree Disagree Are you satisfied with your current credit score? Very satisfied Satisfied Neither satisfied nor dissatisfied Dissatisfied Very dissatisfied I am unsure of my credit score at this time. Do you use a credit card to purchase textbooks and other school materials? Yes No I use my student loans. I do not have a credit card. I have calculated my net worth in the last 12 months Yes No A vehicle is an asset. Yes No Students should invest their excess student loan money. Yes No As a student, I should be thinking about retirement. Strongly agree Agree Neither agree nor disagree Disagree Strongly disagree I have a will. Yes No I don't think I need one at my age. I will have to financially support my parents in their retirement. Yes No I feel comfortable identifying and hiring the right professionals for my financial team. Yes No Unsure I wish to have the option to retire before age 59 1/2. Yes No Currently over 59 1/2 If eligible, do you invest in your workplace retirement account? Yes No N/A (not eligible, student, etc.) If eligible, are you meeting the match in your workplace retirement account? Yes No N/A (not eligible, student, etc.) If eligible, do you max out contributions to your workplace retirement account ($19,500 a year in 2021)? Yes No N/A (not eligible, student, etc.) Do you have a Roth IRA account? Yes No Not eligible What are you hoping to gain out of taking this course? Send
