Loading...

Templates Free Tools Guides Contact Us

Sign in Get Started

Templates Free Tools Guides Contact Us Privacy Terms

© 2026 ZenBuild. All rights reserved.

Financial Wellness Survey - Free Surveys Template | ZenBuild | ZenBuild

Templates→Surveys→Financial Wellness Survey

Financial Wellness Survey

Assess financial wellness and literacy among employees or community members. Covers saving habits, financial stress levels, and interest in educational resources.

0.0 (0 ratings)

Sign in to rate this template

Preview

READ-ONLY MODE

Financial Wellness Survey

This confidential survey helps us understand your financial wellness needs.

How would you rate your overall financial wellness?*

How often do you feel stressed about finances?*

AlwaysOftenSometimesRarelyNever

Do you have an emergency fund covering 3+ months of expenses?*

YesPartially (1-2 months)NoPrefer not to say

Are you currently contributing to a retirement account?*

Yes, regularlyYes, occasionallyNoI don't have access to one

What financial topics would you like to learn more about?

BudgetingInvesting basicsDebt managementRetirement planningTax strategiesHome buyingCollege savings

Would you attend a free financial wellness workshop?*

Yes, in personYes, virtualEither formatNo, not interested

What's your biggest financial concern right now?

Template Details

CategorySurveys

IndustrySurveys & Research

Fields7

Uses0

Views1

surveysfinancewellnessemployee