Financial Wellness Discovery Assessment

for Social Service Professionals

1. I feel stuck in my job because I need pay and benefits.

2. I feel stressed and overwhelmed due to heavy caseloads.

3. I am frustrated because I'm not able to offer my clients what they really need.

4. I feel limited in my ability to help, even though I have the skills and knowledge needed to make a real difference.

5. I am currently underpaid and unvalued.

6. I don't feel supported in working through the secondary trauma I experrience in my job.

7. I am concerned that that I will be forced to work till I just can't anymore.

8. I dream of what I could do if I had enough money to do it.

9. I am ready to change my current situation.

Is there anything in addition to your responses that you would like to share?

Thank you for sharing your assessment. Lenise Rose will respond to you within 2 business days.