Financial Goals Onboarding Survey

Financial Goals Survey

We're Excited to Help You Reach Your Goals!
Welcome! Before we start, we'd like to know a little about you and what you want to achieve.
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Tell Us About Yourself
Please provide your basic info (name, contact) and address details.
What Are Your Main Financial Goals?
Select all that apply.
🚗 Buy or Lease a Vehicle
🏠 Buy or Rent a Home
💰 Get Funding (Loans/Cards)
📈 Improve My Credit Score
📝 Other
Which Goal Would You Like to Tackle First?
Select the goal you want to focus on first.
1
Question (1 of X)
~3 min remaining
Your Goals:

Goal Complete!

Now let's move to your next goal.

Goal Summary:
Let's Learn About Your Overall Finances
This will help us tailor your plan.
Goals Progress:
Do You Have a Budget or Savings Plan?
Yes
No
Have You Registered for 850 Credit Check?
This shows your latest credit score.
Yes
No Sign up at 850CreditCheck.com
Are You Familiar With Credit Repair?
Yes
No
Which Credit Issues Apply to You?
Select all that apply (or none if unsure).
Repossessions
Late Payments
Collections
Charge-offs
Too Many Inquiries
Limited Credit History
All of the Above
Not Sure
Have You Ever Attempted to Fix Your Credit?
Yes, I disputed online
Yes, I paid a company
Yes, I disputed by mail
No
Have You Completed Our Membership Application?
Yes
No
Would You Like Free Access to Our "850 University" E-Course?
Yes, please
No, thanks
How Would You Like Us to Keep You Updated?
Call
Text
Email
Other
What You'll Receive From Us
We'll send you important updates including credit report changes, monthly logs, dispute packets, alerts, and subscription info.
Anything Else We Should Know?
Provide any additional details or concerns below.

Thank You!

We've received your information and will contact you soon with your personalized plan.

Next Steps:
  1. Our team reviews your information
  2. Your custom credit plan is created
  3. We contact you within 24 hours