Questions to Ask by https://padlet.com/christopherricker/l1dh9b6zswkozw63 Enter your questions for your section. en-us 2025-02-20 01:49:24 UTC 2025-02-20 19:55:54 UTC hello@padlet.com https://padlet.net/icons/png/2754.png https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336562140 What are some of your future financial goals and what can we do to help acheive those?


]]> 2025-02-20 19:31:41 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336562140 https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336562655 How do you determine your funding needs?

]]> 2025-02-20 19:32:16 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336562655 https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336564260 What challenges or concerns do you have with your existing loans and how do you feel about your current repayment plans?


]]> 2025-02-20 19:33:48 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336564260 https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336564433 1.      What do you like most about your current bank?

 

2.      How do you typically do your banking?

 

3.      Where is your direct deposit going at this time?

 

4.      Tell me more about how you pay your bills

 

]]> 2025-02-20 19:33:59 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336564433 https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336564599 How do you plan for vacations or emergencies?

]]> 2025-02-20 19:34:10 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336564599 https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336565309 What does retirement look like for you?

]]> 2025-02-20 19:34:47 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336565309 https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336565426 What features or aspects would be most important for your project or funding needs?

]]> 2025-02-20 19:34:54 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336565426 https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336567153 Tell me about your emergency fund

]]> 2025-02-20 19:35:52 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336567153 https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336567157

  • What made you choose your current bank?

    • ]]>     2025-02-20 19:35:52 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336567157     https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336567570 How do you and your family plan for large purchases?

    ]]>     2025-02-20 19:36:16 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336567570     https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336567780 How does the current economy affect your approach to your financial needs?

    ]]>     2025-02-20 19:36:25 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336567780     https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336568190 Tell me about your short-term savings goals?

    ]]>     2025-02-20 19:36:45 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336568190     https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336568245

  • What incentives/ benefits are you getting currently for having your direct deposit with them?


    • ]]>     2025-02-20 19:36:47 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336568245     https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336570176 What has changed recently with your finances?

    ]]>     2025-02-20 19:38:42 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336570176     https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336571258 How do you manage your finances? How do you think this loan will impact that?

    ]]>     2025-02-20 19:39:38 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336571258     https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336577070 What are your financial habits? Do you save a lot or do you spend your funds?

    ]]>     2025-02-20 19:43:34 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336577070     https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336591215 How do you characterize your short-term or long-term goals?

    ]]>     2025-02-20 19:55:52 UTC https://padlet.com/christopherricker/l1dh9b6zswkozw63/wish/3336591215