For virtual classes, we recommend setting up a free SurveyMonkey account to create a brief, anonymous survey to collect your participant’s financial information. Click here to get started!
For reference, these are the questions you'll want to include:
1. What's your total non-mortgage debt?
Credit cards, student loans, car loans, second mortgage, home equity loans, etc.
2. How much "liquid" cash do you have available?
The money you have in checking, savings, and money market accounts.
3. How many open credit card accounts do you have?
Even credit cards with a zero balance.
After receiving the survey results, you can manually add the collected data to your Class Dashboard under the "Snapshot" section.