ASSESS & CREATE A ROADMAP FOR LEARNING
Complete both steps of the Financial Empowerment Roadmap Survey.
Step 1 will help you assess your current financial situation, while Step 2 will give you a personalized “roadmap” of the next steps to take to become more financially empowered.
Step 1. Completing the Financial Empowerment Roadmap Survey
After you receive the Your Money Your Goals (YMYG) toolkit, please complete the Financial Empowerment Roadmap Survey. It is a 3-part survey that helps you assess your current financial situation: what you know, how you feel, and your experiences. Your answers will then be used in Step 2 to determine what areas you still need to work on in the YMYG toolkit. The system will automatically email you the results, which you will then interpret in Step 2.
Step 2. Understanding Your Answers to the Financial Empowerment Roadmap Survey