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Employee Financial Wellness Assessment - Free Finance Template | ZenBuild | ZenBuild

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Employee Financial Wellness Assessment

Assess employee financial wellness needs to tailor benefits, education programs, and support offerings.

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Employee Financial Wellness Assessment

Assess employee financial wellness needs to tailor benefits, education programs, and support offerings.

Employee Name

Department

Top Financial Concern*

Do you have a written budget?*

YesNoI use an app

Do you have 3+ months of emergency savings?*

YesNoWorking on it

Retirement Plan Contribution Level*

Financial Education Topics You Want*

Budgeting basicsDebt payoff strategiesInvesting 101Home buyingTax planningRetirement income planning

Would you use a free financial advisor session?*

YesNoMaybe

Other Financial Topics or Questions

Template Details

CategoryFinance

Fields9

Uses0

Views1

financial wellnessemployee benefitseducationpersonal finance