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The Financial Freedom Assessment Tool
Beta Version Survey
The Financial Freedom Assessment Tool Phase I Survey
Name
(Required)
First
Last
Email
(Required)
How would you rate the overall user experience of the tool?
(Required)
1. How well did the tool meet your expectations after your first use?
Exceeded Expectations
Met Expectations
Fell Short of Expectations
2. What were your initial expectations before using the tool?
Very High
High
Moderate
Low
Very Low
3. How easy was using The Financial Freedom Assessment Tool during your first experience?
Very Easy
Easy
Neutral
Difficult
Very Difficult
4. Were there any features or aspects of the tool that you found difficult to use?
Yes
No
If yes, please explain:
5. How would you rate the performance of The Financial Freedom Assessment Tool? (e.g. speed, responsiveness) during your first use?
Excellent
Good
Fair
Poor
Very Poor
6. Did you encounter any bugs or technical issues?
Yes
No
If yes, please explain:
7. Was the interface intuitive and user friendly?
Yes
No
If no, please explain:
8. How relevant were The Financial Freedom Assessment Tools's questions?
Very Relevant
Somewhat Relevant
Neutral
Somewhat Irrelevant
Very Irrelevant
9. Were the questions clear and easy to understand?
Yes
No
If no, please explain:
10. How easy was it to read and interpret your Financial Freedom Scores?
Very Easy
Easy
Neutral
Difficult
Very Difficult
11. On a scale of 1-5, with 5 being most agree and 1 being least agree, how much did you agree with the provided scores?
1
2
3
4
5
12. How important was being compared to the national benchmark in your Financial Freedom Scores?
Important
Somewhat Important
Neutral
Somewhat Unimportant
Unimportant
13. What next step would you most value after taking the survey? (check all that apply)
Targeted Content
Advice
1:1 Mentorship/Coaching
Access to an Online Community
Access to Programs
14. Based on your first use, would you recommend The Financial Freedom Assessment Tool to others?
Yes
No
15. On a scale of 1-5, with 5 being the most valuable and 1 being the least valuable, please rate the perceived value of The Financial Freedom Assessment Tool.
1
2
3
4
5
Additional Feedback:
We will need further insights as we continue building out Phase II of the assessment tool. We will explore options for the name, consider partners, evaluate content, etc. Would you be willing to help us by providing future insights?
(Required)
Yes
No
Consent
I agree to be contacted by The Motley Fool Foundation for further questions or clarification regarding my responses in this survey.
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Money Facts
More than two-thirds of Americans cannot cover a $400 emergency expense.
High interest rates disproportionately affect those with low credit scores.
20% of employees run out of money between paychecks.
Housing Facts
More than 15% of American households are behind on their rent.
Up to 30% of renters’ gross income is spent on rent.
In one year, housing costs rose more than 20%.
Work Facts
$10.97 is the average hourly wage earned by American workers.
Nearly 3 million women were displaced from the labor force during the pandemic.
51% of people living paycheck to paycheck earn more than $100,000 annually.
Education Facts
On average, $28,950 in student debt is owed per borrower.
Among low-income families, only 9% of students earn a bachelor’s degree.
Total student loan debt, including federal and private loans, equals $1.75 trillion.
Health Facts
Only 8% of adult Americans undergo routine preventive screenings.
$1,300 is the average spend on prescription drugs per person per year.
The annual cost for employer-sponsored health insurance is $7,911 for single coverage and $22,463 for family coverage.
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