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Please complete the form below to provide us with the necessary information for personalized financial planning.

Budgeting Survey Form

Thank you for participating in our survey. Your feedback is essential in helping us understand budgeting habits and preferences.

Personal Information:

Income & Employment:

Budgeting Habits:

1. Do you currently follow a personal budget?
3. How often do you review or update your budget?

Expenditures:

5. Which of the following categories is your largest expense?
6. Do you set aside a specific amount for savings each month?

Goals & Objectives:

7. What is your primary reason for budgeting?
8. Have you ever attended a financial literacy or budgeting workshop?