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Run: Financial Wellness Needs Assessment Survey

An anonymous financial wellness needs assessment survey that identifies employee stress drivers, knowledge gaps, and preferred support formats so HR can targ...

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Overall Financial Wellbeing

Overall, how would you rate your current financial wellbeing? (required)

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? (required)

Select the option that best describes your experience over the past 3 months.

Which of the following best describes your current financial priority? (required)

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? (required)

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? (required)

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? (required)

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)? (required)

1 = Strongly disagree → 5 = Strongly agree

Which financial topics do you feel you need the most education or support on? (required)

Select all that apply. Your selections directly influence which programs we prioritize.

Yes No N/A

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? (required)

Select up to 3 options. This directly shapes how we invest in financial wellness resources.

Yes No N/A

What is your preferred format for receiving financial wellness content? (required)

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)? (required)

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)? (required)

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.

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