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Alert 12-3-2020: PPP Loan Forgiveness Application

Financial Wellness Check-up

Confidence Level

Please rate your confidence level for each of the following Financial Wellness categories.
	(Not Comfortable) 1	2	3	4	(Most Comfortable) 5
Smart Home Buying & Ownership	1	2	3	4	5
Effective Saving	1	2	3	4	5
Investing for Life	1	2	3	4	5
Financial Wellness & Life Planning	1	2	3	4	5
Responsibly Borrowing & Managing Credit	1	2	3	4	5
Planning for Retirement	1	2	3	4	5

Please fill out all fields.

Goals & Needs

Next, please indicate which of the following goals and needs you will be focused on in the near future and choose a specific timeframe.
Buying / Saving for a Home	*
Saving for a Wedding	*
Starting a Family	*
Establishing an Emergency Fund	*
Buying a Car	*
Saving for Retirement	*
Job / Career Change	*
Managing Budget / Credit	*
Saving for College (For You or Your Kids)	*

Please fill out all fields.

Recommendations

Please complete the previous steps to get your recommendations.