Financial Wellness Survey

Financial Wellness Starts Here

Help us improve financial wellness tools

We're collecting feedback to better understand how people manage their money and improve their financial wellness.

At Neontra, we're building tools to help people track spending, budgets, cash flow, net worth, investments, debt, and financial goals.

This short 3–5 minute survey helps us prioritize what to build next and what guides and resources will be most helpful.

Your answers are confidential and results will only be shared in anonymous, aggregated form. No personal financial data is collected.

Financial Goals

What financial area are you most focused on right now?

(Select one)

What is the ONE financial goal you care most about right now?

Financial Tools

Which financial tools would be most valuable to you right now?

Choose 1-3 options.

What do you find most difficult about managing your finances today?

What is the main way you currently manage your finances?

(Select one)

Which of these tools do you use today?

Choose 1-6 options.

How long have you been using Neontra, if at all?

Your Situation

What motivated you to start looking for a tool like Neontra?

Choose 1-2 options.

Household

How urgent is solving this right now?

For each set of features, choose:

  • ONE feature that matters MOST to you
  • ONE feature that matters LEAST to you

Choose up to 1 option per column.

MOSTLEAST
Net worth tracking
Cash-flow forecasting (predict upcoming balance)
Automatic budgeting
Spending insights "what changed this month"
A tool that helps me both track my finances and plan for the future
Debt payoff planning
Mortgage planning tools
Investment performance tracking
Portfolio analytics
Alerts & notifications
Family/partner shared finances
AI financial insights

Which type of financial tool would be most helpful to you right now?

(Select one)

How valuable would it be to track progress toward major financial life events (such as buying a home, paying off debt, or retiring) in real time?

What major financial life events are you planning for (or have recently planned for)?

Choose 1-8 options.

Which 3 outcomes matter most to you?

Choose 1-3 options.

Where do you live?

Which best describes your life stage?

Which of the following financial accounts do you currently manage?

Approximately how many financial accounts do you actively manage?

Pricing

If Neontra helped you solve your #1 financial goal, what would it be worth per month?

What do you search for when trying to solve money problems?

Examples:

  • how to budget

  • cash flow planner

  • mortgage payoff calculator

  • net worth tracker

Feature Preferences

What format do you prefer for learning about money?

Choose 1-3 options.

Final Questions

What’s your #1 money goal in the next 3 months?

(Select one)

If Neontra could do one thing perfectly for you, what would it be?