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Women's Money Matters
Getting to Know You Survey


This 6 section enrollment survey enables us to learn more about you, your education, employment, current financial background, and confidence level about personal finance. The information helps our team match you with a great coach and effective curriculum to best support you and your goals. We understand this is very personal and encourage you to take your time answering each question.

This survey will take approximately 15 minutes to complete. 


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Financial Futures

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Life Launch

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General Information


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Infant - 5 years
6 - 13 years
 14 - 18 years 18+ years
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Financial Futures: Education and Employment 

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Net income is your take home pay after taxes.


Life Launch: Education and Employment



Finances





Confidence
In the past month, how confident have you felt:
Very 
Confident
 Somewhat 
Confident
 Not 
Confident
 I don't 
know

Please visit https://www.consumerfinance.gov/consumer-tools/financial-well-being/ on a new tab, and answer the requested questions. At the end of the page, click "Get my Score" and record the number generated below. We will ask you to complete this survey again at the end of the program to help us measure changes in our community’s financial well-being.

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About You

About You





Community & Health


Optional Questions - To Better Meet Your Needs




Thank You for Completing This Survey!


Participant Incentives!
As a participant in our programs, there may be opportunities to receive CASH incentives. This includes $75 upon graduation and submission of your graduation survey. Other opportunities may be shared with you during the program. 



Media Release Form
We hope to celebrate the successes of our programs and participants with a wider audience, sharing photos and stories on social media and with our supporters. Please let us know if you approve us to use your media to spread the word about our programs, by choosing one of the options below: 
Disclaimer: Coaches Are Not Financial Professionals
The information provided by our coaches is intended for general guidance and support purposes only. Our coaches are not licensed financial professionals, and they do not provide financial, investment, tax, or legal advice. The coaching services offered by our team are designed to assist you in setting and achieving your personal and financial goals. We do not make specific financial recommendations or endorse any particular financial strategies or products.

It is important to consult with a qualified financial advisor, accountant, or attorney before making any financial decisions, investments, or legal arrangements. Our coaches are not a substitute for seeking professional advice tailored to your unique circumstances. Any discussions or interactions with our coaches are for informational and motivational purposes. We do not guarantee specific financial outcomes, and the responsibility for your financial decisions remains with you.

While our coaches are committed to providing you with the support and encouragement you need to work towards your goals, it is crucial to exercise your own judgment and consult appropriate experts when necessary. Your financial well-being is a personal matter, and we encourage you to take all necessary precautions when making financial decisions. 

Credit Score "Bucket" Release Form

We are always striving to provide the best possible programs to help our participants meet their long-term financial goals. One way we do this is by measuring the impact of our programs. Specifically, it is helpful for us to understand our participant credit scores and the impact our program has on them. 


We respectfully ask your permission to collect your general Credit Score “buckets” (e.g., score of 500-550) and measure how it changes over time.


Our number one priority is privacy. This data (general Credit Score bucket and your personal identifiable information) will be held securely by Women’s Money Matters, and will not be shared in any non-anonymous capacity outside of the organization. Additionally, in no way will the data collection have any impact on your credit score. Let us know if you would be okay with us collecting your general credit score information for the purposes of our program quality measurement and offering additional support:  


Upon completion of this survey, we will follow up with an additional opportunity to tell us more about your life and what brought you to Women’s Money Matters. This information will only be shared with our team and your coach. Please know that this question is optional. 
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