1. What is your age?

2. Do you support any children? How many?

3. Do you currently own a small business, or plan to start one?

4. On a scale of 1-5, how confident are you in your personal finances?
Choose 5 to indicate high confidence, 1 to indicate low confidence

5. What are some recent concerns you have with your finances?
(please drag items and rank from high to low)

Highest Concern

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Lowest Concern

  • Buying or refinancing a home
  • Paying for college
  • Retirement
  • Credit cards and payment types
  • Investing
  • My Budget
  • Building Credit


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Did you know?

While your credit score is made up of many different elements, your financial history is a key ingredient to the overall score. In fact, 35% of your credit score is based on your payment history.

Renting or buying?

Which is better for you? There are pluses and minuses to renting or buying. Before you decide to buy a home, learn the basics of mortgages to learn what works best.

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Are you an entrepreneur?

Starting a new business is different than managing it. Managing your business requires measuring your business; measuring your business frequently helps you run it well. Need tools to help measure?

Explore small business measurement tools

Investment products and services are:
Not a Deposit ● Not FDIC Insured ● May Lose Value ● Not Bank Guaranteed ● Not Insured by any Federal Government Agency

Equal Housing Lender

For U.S. Bank:

Mortgage and home equity products are offered by U.S. Bank National Association. Deposit products are offered by U.S. Bank National Association. Member FDIC.

Credit products are offered by U.S. Bank National Association and subject to normal credit approval.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bancorp Investments:

Investment products and services are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

U.S. Bank does not offer insurance. Please contact a Licensed Insurance Representative.

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