E-FIP

survey

Please complete the questions below as part of E-FIP

The Employee Financial Independence Program

All answers are kept confidential and will be used to assist The Success Plan Inc. with the successful
implementation of the E-FIP Program within your workplace.

Thank you for your participation!

Personal Information

Your privacy is important to us, and we are committed to protecting your personal
information this service keeps your information confidential,
will not sell or share your information.

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

1/4

Financial Wellness

People with strong financial security at home are much more productive and happy at work

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

1/4

Financial Wellness

If there was a way to improve my financial future I would like to know about it.

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

1/4

Financial Wellness

I'm always interested in ways to pay less tax and keep more money for my family.

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

1/4

Financial Wellness

I would like to learn more about how my credit report works and how to check it for accuracy.

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

2/4

Cashflow and Debt

I am interested in ways to reduce debt payments and pay off my mortgage quicker.

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

2/4

Cashflow and Debt

I would be interested in ways to maximize how my partner and i discuss our financial life.

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

2/4

Cashflow and Debt

I would be interested in simple and effective ways to manage how I spend my money and maximize my results.

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

2/4

Cashflow and Debt

I would like to find ways to keep more of my money each month.

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

3/4

Savings & Investing

I'm always open to learning various investment products and better ways to accumulate my wealth.

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

3/4

Savings & Investing

I would like to make sure i'm on track to meet my retirement goals.

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

3/4

Savings & Investing

I'm interested in learning exactly how much i'm going to need saved in order to have the retirement I desire.

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

3/4

Savings & Investing

I believe its important to have enough money set aside in case of emergency.

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

4/4

Family Protection

If I become injured or ill and cannot work, I can continue paying all my bills without my paycheck for.

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

4/4

Family Protection

I have reviewed all life, Disability, Critical Illness and Health policies and updated my protection needs and beneficiaries within the last:

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

4/4

Family Protection

I would like to have a better understanding of how my group benefits plan here works what it has to offer and what I currently have.

E-FIP

survey

  • Financial wellness
  • Cash flow and debt
  • Saving and investing
  • Family protection

4/4

Family Protection

If my loved ones become ill, even though i like my job I would rather be with them than at work during that time of care.

E-FIP

survey

  • Thank you for taking the time to fill out our survey.

Your input is greatly appreciated.

Before you leave

The best time to reach me to discuss my customized review along with along with helping me get set up on The Success Plan is

E-FIP

survey

  • Thank you for taking the time to fill out our survey.

Your input is greatly appreciated.

Before you leave

I would like guidance in a particular area of my finances:

Thank You!

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