Solvay Bank | Page 6 |

How much do you spend a week on dining out or take home?

Spending

How much do you spend a week on dining out or take home?

How frequently do you look to reduce your monthly expenses?

Spending

How frequently do you look to reduce your monthly expenses?

What's your spending weakness?

Spending

What's your spending weakness?

Are you spending more or less than you were six months ago?

Spending

Are you spending more or less than you were six months ago?

How much of your income comes from incentive-based pay such as tips, commission or bonuses?

Paycheck Planning

How much of your income comes from incentive-based pay such as tips, commission or bonuses?

How frequently do you get paid?

Paycheck Planning

How frequently do you get paid?

How many weeks of vacation or personal time do you have?

Employee Benefits

How many weeks of vacation or personal time do you have?

Does your employer offer a life insurance benefit?

Employee Benefits

Does your employer offer a life insurance benefit?

Does your employer offer short and long term disability insurance?

Employee Benefits

Does your employer offer short and long term disability insurance?

Do you have employer-sponsored healthcare coverage?

Employee Benefits

Do you have employer-sponsored healthcare coverage?

Do you use coupons at the grocery store?

Spending

Do you use coupons at the grocery store?

Are you planning on buying a home in the next 6 months?

Buying a Home

Are you planning on buying a home in the next 6 months?

Right now, do you think it is financially smarter to buy a home or rent?

Buying a Home

Right now, do you think it is financially smarter to buy a home or rent?

Do you have an employer sponsored pension program?

Retirement Plans

Do you have an employer sponsored pension program?

Does your employer match your 401(k) contributions?

Retirement Plans

Does your employer match your 401(k) contributions?

Pages