Rise Financial Awareness Survey RISE Financial Awareness SurveyPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Thank you for your interest in this survey! There are no right or wrong answers, just honest reflections about where you are right now. If a question doesn’t apply to your situation, or you’d prefer not to answer, feel free to skip it. The survey includes 15 questions focused on your current financial habits, mindset, and awareness. After you submit your responses, you’ll receive a personalized one-page summary report within 3 business days. Be sure to include your email address at the end so we know where to send your results.1. Do you feel anxiety when thinking about your finances?SometimesRarely or NeverFrequently2. What is your best strategy for improving your financial condition?Get help from a government program or borrow money from family/friendsFind ways to reduce my spendingIncrease income by working more hours or getting a second job3. How do you feel when others succeed financially?Inspired - If they can do it, maybe i can tooA little jealous, but i try to learn from themFrustrated—I work hard too and it’s not fair4. Do you regularly make investments into a 401K or other retirement account?YesNot regularly, but oftenNot at all5. Do you and your spouse or business partner argue about money?Never or OccasionallyFrequentlyNot Applicable6. How many times last year did you pay overdraft or late fees?0 times1-2 times3 or more times7. Do you believe your current financial situation is mostly due to:A mix of my choices and some bad luck.Circumstances beyond my controlMy past decisions and habits8. Are you making only minimum payments on any debt?No, I just pay what I canYes, I pay the minimum or more if i canNo, I pay the FULL balance each month9. How do you feel about your financial future?UncertainHopelessnessHopeful10. Do you follow a written or digital budget?NoSometimesYes11. What is your best option for a better financial future?Rely on luck (lottery or marriage) to change my situation?Get more educationWork hard and seek opportunities12. Do you have an emergency fund of at least one month of living expenses? (this is separate from any retirement account)NoYesWorking towards it13. Have you borrowed from friends/family in the past year?NoYes, as often as neededOnce, but repaid it or working on repayment14. Have you ever used payday or 'fast-cash" loans?NeverOnce or TwiceMore than Twice15. How do you view the role of government and other support programs in your finances?Some programs (like Social Security) are earned, but I try not to rely on othersThey help me fill gaps, but I try not to rely on themThey owe me—I depend on them and probably always willAlmost done! To help us provide a more customized summary, we invite you to answer these final 5 optional profile questions. Your responses are confidential and will only be used to provide context for your summary report. If you’re unsure or prefer not to answer a question, that’s completely fine—just skip it. fund summary to A. What is your age?16-2526-4041-6061-7575 +B. What is your current work status?Working Full-TimeWorking Part-TimeStudent Full-TimeStudent Part-TimeCombination of working and studentRetiredUnemployed, seeking workC. How many people live in your household?123456more than 6D. What is your household's annual income rangeLess than $25,000$25,000-$40,000$40,000-$60,000$60,000-$100,000$100,000-$150,000More than $150,000E. How many children are you financially responsible for?012345 or moreF. Excluding any home mortgages, what is your current level of debt?$0-$1,000$1,000-$5,000$5,000-$10,000$10,000-$25,000More than $25,000G. Do your personal financial beliefs align with any faith or spiritual tradition? Yes – primarily guided by biblical principlesYes – guided by another faith or worldviewNo – my financial approach is not faith-basedPrefer not to answerThank You! If you would like more information, please provide your email below.EmailConfirm EmailThank you! If you provided your email address, you should receive your personalized summary within 48 hours. If you do not, please call 903-353-6351 or email teresak@rise-now.netSubmit
