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Thank you for trying the Savings & Wealth Building Planner
We truly appreciate you taking the time to share your feedback. There are many questions below, but please feel free to answer only those you wish�every response helps us improve. No personal information is collected

Savings & Wealth Building Planner - Survey

Please answer the questions below. Your answers are not personally identifiable.

How easy was it to find the Savings & Wealth Building Planner on the site?

How clear were the instructions for starting and using the planner?

How easy was it to find advanced mode?

How easy was it to enter your current age and planned retirement age?

How easy was it to enter your starting account balances (Taxable, Traditional, Roth)?

How easy was it to enter your monthly contributions for each account type?

How easy was it to set or understand the growth rate for each account type?

How clear was the meaning of 'Taxable Income Type' and 'Tax Bracket' settings?

How useful did you find the summary cards (Final Savings, Contributions, Growth, Taxes Paid)?

How useful did you find the yearly projection table?

How easy was it to interpret the yearly projection table?

How easy was it to switch between 'Your Savings' and 'Partner Savings' tabs?

How would you rate the speed/performance of the planner?

Overall, how satisfied are you with the Savings & Wealth Building Planner?

How likely are you to recommend this planner to others?

What did you like most about the Savings & Wealth Building Planner?

What did you find confusing or difficult to use?

What features would you like to see added or improved?

Did you encounter any bugs or errors? Please describe.

Any other comments or suggestions?

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Savings & Wealth Building Planner - Survey