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Full Name (optional)
Email Address (optional)
Phone Number (optional)
Have you thought about saving for the future?
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Yes, I have thought about it
Yes, but I don't know if I'm saving enough
Yes, and I am putting away enough money
No, I haven't thought about it
What are your financial concerns about the future?
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Paying off student loans (or other debt)
Being financial independant from your parents
Not being able to buy a house or support a family
other
Do you see value in meeting with a financial professional on a regular basis?
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Yes
No
Have you ever received financial advice from a professional?
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Yes
No
If yes: who have you received it from?
Financial Advisor
Accountant
Banker
What would be the best way for a financial professional to capture your attention?
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Social Media
Internet or newpaper ads
Career Symposiums/Expos
Do you know what a financial advisor does?
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Yes
No
Would you rather have financial advice from a financial advisor or a robo-advisor?
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Financial Advisor
Robo-Advisor
What type of advice would be the most helpful to you?
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How much would you pay annually for good financial advice?
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Less than $50
Less than $200
$200 +
I wouldn't pay for financial advice
Who do you currently consult about financial matters?
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Friends/Family
Parents
Financial Advisor
I don't consult anyone
What do you consider to be financial success?
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Paying bills and being able to buy the necessities
Paying off debt and eventually being debt free
Buying a house, and putting away some money for retirement
Retiring at an appropriate age and not worrying about money
If you could ask a Financial Planner any question, what would it be?
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Millennial Survey