Free Membership Questionnaire We appreciate your feedback. Please fill out this quick form to help us out. Thanks! Name * First Name Last Name Email * How old are you? * 18 - 25 26 - 30 31 - 35 36 - 40 41 - 45 46 - 50 50+ Are you currently enrolled at a community college or university? * Yes No Please enter the name of your community college or university. * Are you employed? * Yes, I work part time. Yes, I work full time. No, I'm not employed Do you have children? * Do you have children? Yes No What’s your annual HOUSEHOLD income? * Under $20,000/year $20,001-30,000/year $30,001-40,000/year $50,001-60,000/year $60,001-70,000/year $70,001-80,000/year $80,001-90,000/year $90,001-100,000/year Over $100,000/year If you have any debt, please select all that apply. * If you don't have any debt, please select none. Student Debt Credit Card Debt Mortgage None Other What's your Zip Code? * What resources do you use today to increase your financial literacy or track your personal finances? * Ramsey Solutions (Dave Ramsey) Personal Capital The Balance Investopedia Wealthfront NerdWallet Mint My bank or credit card company's tools YNAB (You Need a Budget) Quicken Ellevest I don't use any financial tools Other Have you worked with a financial advisor before? * Choose as many as you like Yes No Please select any financial accounts that you currently have. * 401K Traditional IRA Roth IRA Health Savings Account Individual brokerage account None Other Which topics are you interested in learning about? * Futurvest is an educational tool and does not provide any legal and tax advice. Choose as many as you like. 💰Personal Finance 📈 Investing 💳 Debt 🏠 Major Purchase 🏖️ Retirement 🔒 Protection 👨👩👦 Kids & Money ✍️ Estate Plan 💸 Taxes 💼 Career 🏷️ Small Business 🔗 Cryptocurrency What are you most excited to gain from Futurvest? * Futurvest is an educational tool and does not provide any legal and tax advice. Choose as many as you like Become part of a community Learn from written content Attend workshops/webinars Financial courses Improve spending habits Learn how to invest Pay off debt Achieve financial freedom Save for retirement Thank you for submitting your application! We will be in touch!
