Client Information for the Client Management System

Financial Coaching Program for Veterans and Low-income Consumers

Financial_Well-Being_Questions_Financial_Coaching_08.07.2017.xlsx

Client Information for the Client Management System

OMB: 3170-0051

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Financial Coaching Data Collection

# Category Purpose Indicator Values Justification EVC's Vet's
94 Survey question Session Data This statement describes me: Because of my money situation, I feel like I will never have the things I want in life. Radio buttons: "Completely", "Very well", "Somewhat", "Very little", "Not at all" Provide the coach with necessary information to ascertain the financial well-being already possessed by the consumer; Track changes in this level of awareness to evaluate program effectiveness X
95 Survey question Session Data This statement describes me: I am just getting by financially Radio buttons: "Completely", "Very well", "Somewhat", "Very little", "Not at all" Provide the coach with necessary information to ascertain the financial well-being already possessed by the consumer; Track changes in this level of awareness to evaluate program effectiveness X
96 Survey question Session Data This statement describes me: I am concerned that the money I have
or will save won’t last
Radio buttons: "Completely", "Very well", "Somewhat", "Very little", "Not at all" Provide the coach with necessary information to ascertain the financial well-being already possessed by the consumer; Track changes in this level of awareness to evaluate program effectiveness X
98 Survey question Session Data This statement applies to me: I have money left over at the end of the month Radio buttons: "Always", "Often", "Sometimes", "Rarely", "Never" Provide the coach with necessary information to ascertain the financial well-being already possessed by the consumer; Track changes in this level of awareness to evaluate program effectiveness X
99 Survey question Session Data This statement applies to me: My finances control my life Radio buttons: "Always", "Often", "Sometimes", "Rarely", "Never" Provide the coach with necessary information to ascertain the financial well-being already possessed by the consumer; Track changes in this level of awareness to evaluate program effectiveness X
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