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* 1. What is your name?

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* 2. What is your email?

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* 3. How old are you?

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* 4. What do you do for work/have done for work?

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* 5. Where have you gotten your financial advice in the past? (Friends & family, influencers, books, etc)

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* 6. Why is it important you grow your financial literacy now? What has changed in your life?

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* 7. Would you be interested in recording interviews in person at the tastylive studios in Chicago?

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* 8. List your major financial obligations and planned expenditures

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* 9. How comfortable are you with complex financial instruments such as options, futures, futures options, etc?

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* 10. How comfortable are you with managing your finances? (very, somewhat, not at all)

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* 11. How satisfied are you with the performance of your investments?

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* 12. What financial objectives do you hope to achieve?

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* 13. What Makes Your Portfolio Unique? (i.e Vested shares from a company, active trading habits, unique assets classes, etc.)

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* 14. Generally, I prefer an investment with little or no ups and downs in value, and I am willing to accept the lower returns these investments may make.

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* 15. From September 2008 through November 2008, stocks lost over 31%. If I owned a stock investment that lost about 31% in three months, I would…

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* 16. Enter your current asset allocations in whole numbers. Your percentages must total 100%. If you don't enter any percentages, the questionnaire will assume that 100% of your assets are in short-term reserves.

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