Personal Finance Pre-Assessment QuestionnaireName(Required) First Last Email(Required) What goal do you hope to achieve by using our service?What does financial health mean to you?Do you currently use a monthly budget? Yes NoWhat type and/or types of bank accounts do you have?Do you have an emergency fund? Yes NoDo you know how much debt you owe? Yes NoWhat type of debt do you have?Do you know your DTI ratio? Yes NoDo you have a get out of debt plan? Yes NoDo you know your credit score? Yes NoPlease choose an employment status: Employed Self-Employed Unemployed RetiredPlease choose a marital status: Single Married Divorced WidowedPlease choose an age range: 18-25 25-34 35-44 45-54 55-64 Above 64
