First Name *

Last Name *

Email *

Phone *

Organization *

Do your employees ever request support for financial stress, financial education, or money management? *

Yes, we have a system in place to support these requests consistently

We hear these requests occasionally but do not yet have a formal response

We rarely receive requests—likely because there is no safe space for them to be raised

Have you observed signs of burnout, disengagement, or absenteeism that might be linked to money-related stress? *

Yes, we have internal data to support this observation

Yes, we’ve seen it anecdotally, though it’s not formally tracked

No, we do not currently assess the financial causes of disengagement

What best describes your organization’s current financial wellness programming? *

We offer traditional workshops, but they do not address financial trauma or cultural context

We are exploring financial wellness but have not implemented anything yet

We offer culturally relevant or trauma-informed programming as part of our strategy

How confident are frontline managers in identifying when financial stress is impacting their teams? *

They are trained and supported to have these conversations effectively

Some managers address it informally, but there is no standardized training

This is not something that we currently prioritize

Is employee financial wellness tracked as part of your overall well-being strategy? *

Yes, it is part of our performance or engagement dashboards

We discuss it, but have not yet built it into our reporting or strategy

Not yet—we have not defined how we would measure or prioritize it

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