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Financial Check-Up: Spanish Edition
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Full Name
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Contact Phone Number
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Contact Email Address
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1. Are you currently employed?
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Yes
No
I’d like some help.
2. Is your cash flow positive each month?
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Yes
No
I’d like some help.
3. Are your financial accounts up to date in case of an emergency?
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Yes
No
I’d like some help.
4. Do you have an emergency savings account?
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Yes
No
I’d like some help.
5. Are you having trouble keeping track of your finances?
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Yes
No
I’d like some help.
6. Do you have financial goals?
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Yes
No
I’d like some help.
7. Do you know your credit score and/or have you established personal credit?
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Yes
No
I’d like some help.
8. Does your personal bank account incur any fees?
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Yes
No
I’d like some help.
9. Are you taking advantage of tax credits available to you?
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Yes
No
I’d like some help.
10. Are you interested in investments opportunities?
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Yes
No
I’d like some help.
11. Are you currently contributing to or interested in a retirement plan (like a 401(k) or IRA)?
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Yes
No
I’d like some help.
12. Are you currently using or interested in a Health Savings Account (HSA)?
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Yes
No
I’d like some help.
13. Have you reviewed your income and tax withholdings recently?
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Yes
No
I’d like some help.
14. Do you frequently use credit or debit cards for personal purchases?
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Yes
No
I’d like some help.
9. Are in financial
15. Would you like a free financial review to see how CODE can help you manage your money more effectively?
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