Financial Wellness Needs Assessment Survey

An anonymous survey segmenting employees by life stage to identify current financial challenges, knowledge gaps, and preferred support formats — enabling HR and benefits teams to design targeted financial wellness programming.

Overall Financial Wellbeing

• Overall, how would you rate your current financial wellbeing?
  1 = Very poor (significant stress, unable to meet obligations) → 5 = Excellent (confident, on track with all financial goals)
• How often does financial stress negatively affect your focus or productivity at work?
  Select the option that best describes your experience over the past 3 months.
• Which of the following best describes your current financial priority?
  Select the single most pressing financial goal you are focused on right now.
• If you rated your financial wellbeing 3 or below, what is the primary driver of that stress?
  Optional — your response is anonymous. This helps us understand root causes so we can offer relevant support.

Life Stage and Financial Situation

• Which life stage best describes where you are today?
  This helps us tailor programming to the financial challenges most relevant to you. Select one.
• Do you currently carry student loan debt?
  Select one. This helps us assess demand for student loan repayment assistance or refinancing guidance.
• Are you currently saving for a major purchase or life event in the next 1–3 years (e.g., home, wedding, child's education)?
  Select one.
• How confident are you that you are on track to retire comfortably at your target age?
  1 = Not at all confident → 5 = Very confident. Select 'Not applicable' if retirement planning is not yet relevant to you.

Financial Knowledge and Skill Gaps

• How confident are you in your ability to create and stick to a monthly budget?
  1 = Strongly disagree (not confident at all) → 5 = Strongly agree (very confident)
• How confident are you in your understanding of your current employee benefits (401k match, HSA, insurance options)?
  1 = Strongly disagree → 5 = Strongly agree
• Which financial topics do you feel you need the most education or support on?
  Select all that apply. Your selections directly influence which programs we prioritize.
• Have you ever worked with a financial advisor or planner?
  Select one. This helps us understand baseline access to professional financial guidance.
• If you have not worked with a financial advisor, what is the primary barrier?
  Select one. Skip if you have worked with an advisor.

Preferred Support Formats and Delivery

• What type of financial wellness support would be most valuable to you?
  Select up to 3 options. This directly shapes how we invest in financial wellness resources.
• What is your preferred format for receiving financial wellness content?
  Select one preferred format.
• When would you be most likely to engage with financial wellness programming?
  Select one. Helps us schedule sessions at times with the highest participation.
• How important is it to you that financial wellness resources be available on-demand (accessible anytime, not just live sessions)?
  1 = Not important at all → 5 = Extremely important

Program Awareness and Satisfaction

• Are you aware of the financial wellness resources currently offered by the company (e.g., EAP financial counseling, 401k advisory, financial education portal)?
  Select one.
• If you have used any existing financial wellness resources, how satisfied were you with them?
  1 = Very dissatisfied → 5 = Very satisfied. Skip if you have not used any resources.
• What would make you more likely to use financial wellness resources offered by the company?
  Optional — open text. Share any barriers, suggestions, or features that would increase your engagement.

Open Feedback and Optional Demographics

• Is there anything else you'd like us to know about your financial wellness needs or what support would make a meaningful difference for you?
  Optional — your response is anonymous. This is your space to share anything not covered above.
• What is your approximate tenure with the company?
  Optional. Helps us understand whether financial needs differ by career stage within our organization.
• Which broad employment category best describes your role?
  Optional. Helps us identify whether financial wellness needs vary by work type or location. Individual responses remain anonymous.