Financial Literacy Needs Assessment

TELL US A STORY

We know money and personal finance can be challenging topics to discuss. We appreciate your commitment of time and energy to sharing your story and thoughts to help make our work better for the community.

Please respond as authentically and honestly as you can to the questions.

If you would prefer to answer this as an interview, please reach out to siyo@uwena.org. We'd be happy to hear from you!

We want to hear your story based on your personal experiences. Only a few questions in this section are required, if you don't have a story to share or an optional question is not relevant to your experience, you can move to the next.

Question Title

* 1. What are your top priorities when it comes to managing money?

Question Title

* 2. Were there any lessons or sayings that your family used to teach you about money or that you learned from your family?

Question Title

* 3. Were there any challenges or tough times your family faced when it came to money, and how/did you all work together to overcome them?

Question Title

* 4. What was your first job? What was the first personal lesson you learned about money management?

Question Title

* 5. What was your favorite thing to buy when you were little, and how much did it cost?

Question Title

* 6. When was the first time you remember talking about money with your family? What were discussions about money like and who participated?

Question Title

* 7. What does wealth mean to you?

Question Title

* 8. Who in your family or in your community did you see as 'wealthy'? What was your relationship with them like? What did they teach you, if anything, about wealth?

Question Title

* 9. What is something you treat to/splurge on for yourself or your family? How much would you usually spend on this?

Question Title

* 10. How do you manage debt in your life? Are there specific experiences, beliefs, or strategies that influence your approach to handling debt?