Getting to Know You Survey

| Resume a previously saved form
Resume Later

In order to be able to resume this form later, please enter your email and choose a password.

Welcome! Please find below your survey for enrollment in a Women's Money Matters program. This survey will help us learn more about you and gain a better understanding of your financial needs.  This information will help us match you with a compatible coach and give us a sense of the financial topics you are interested in to ensure that your experience is as relevant and useful to you as possible.

It will take approximately 15 minutes to answer the questions and we ask that you answer all questions. There are no right or wrong answers. All information is used solely by Women's Money Matters.

How did you hear about us?




We will be mailing out a graduation certificate and gift at the end of the program. Please be sure your mailing address is correct. 

Enter the number of dependents you have for each age group. If you don't have dependent(s), enter 0 for all: 
Infant - 5 years
14 - 18 years
18+ years 6 - 13 years

About You

What days and times are best for you to meet with your coach? (Check all that apply) 
Mondays Tuesdays Wednesdays Thursdays Fridays Saturdays Sundays

Page 2

Financial Institutions and Services


 My average monthly income is $
 per month.

I was able to save $
of it (enter zero if not applicable).

In the past 3 months, have you: (Check all that apply)
Always Often Sometimes Rarely Never N/A

Page 3

How confident do you feel in the following situations? 
Very Confident Somewhat Confident Unsure  Not Confident 


Financial Well-Being
Please visit 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.

Life Launch Program

Please check the boxes that best describe your plans regarding each of the following educational options:
Planning to attend Considering I don’t see myself there I don’t have enough information

Page 4

Thank You for Completing This Survey!

Media Release Form
We hope to be able to celebrate the successes of our programs and participants with a wider audience, sharing photos and stories on social media and also with our supporters. Please let us know if you would be okay with allowing us to use your media to spread the word about our programs, by choosing one of the options below:  

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:  

If you selected Answer Choice #1, please enter the following information: