A Spending Plan to Financial Peace Course Survey

My Spending Plan Journey Reflection

Take a few minutes to reflect on how far you have come in the past 2 months in relation to your money management.As you invest time to answer the questions, remember this will be a great journal (memories) of your financial journey in 2022. (A copy will be provided to you)

Name(Required)

First Last

Course Batch(Required)

September - October (2021)

February - March (2022)

April - May (2022)

How did you hear about the Spending Plan Course?(Required)

Before the Spending Plan....

How would you describe your personal finance management before you started the Spending Plan Course?(Required)

What were your biggest money PITFALLS (weakness)?(Required)

How did your current money management system (budget) make you FEEL?(Required)

What were your regular THOUGHTS about your current financial situation?(Required)

What was your money MINDSET like? What you BELIEVED about money and YOU?(Required)

Now with your Spending Plan...

How do you NOW describe your personal finance management system (Spending Plan)?(Required)

What past money pitfalls are now IMPROVED or STRENGTHS now?(Required)

What financial challenges have been decreased or paid off (debts) while doing the course?(Required)

How much (approx) money have you NOW saved (in the past 2 months) due to calling your providers, selling stuff, wiser spending choices, savings (expected/unexpected), etc.?(Required)

Share a money stress you had in the past that NOW with a Spending Plan is no longer there? (upcoming large bill or any bill for that matter, unexpected expenses, relationship with partner, etc.)(Required)

How does your Spending Plan make you FEEL now?(Required)

What are your regular THOUGHTS now about your current finances?(Required)

How has your money mindset changed since creating and living your Spending Plan?(Required)

What do you now BELIEVE you can achieve financially in the future?(Required)

What would you say to someone considering/indecisive about doing the 8 Week Group Spending Plan Course?(Required)

My Spending Plan Journey Reflection

Before the Spending Plan....

Now with your Spending Plan...

Sherri Dumbrell

Certified Spending Planner

[email protected]

Narangba, Queensland AUSTRALIA 4504

Phone: 0411 800 946 (Australia)

801-615-5889 (USA)