It will take just10 to15 minutes of your time, and results will be provided by phone, email or mail
(whichever method you prefer) within two business days.
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York Traditions Bank keeps your information private. It will never be shared with 3rd parties.

Please choose ONE ANSWER that best describes your relationship with money.
Q1: What is your financial plan?
I have a plan in place
I’ve taken some steps, but know I need to do more
I know I need to do something, but don’t know where to start
I’m leaving the financial planning to someone else (spouse, relative, professional)
Q2: Describe your household financial fitness.
I have QuickBooks/Quicken or have my own record-keeping system, I balance my checkbook, I know where my money is going
I pay my bills on time and know roughly what’s in my bank account(s) – I know the important stuff
I always seem to end up with more month than money
As long as there’s money in the account, I’m good
Q3: What are your financial priorities?
To just live my life and not have to think about money at all
To have a 7-figure amount in my account to live the lifestyle I’ve always dreamed of
To take care of myself and the people I love
To be financially responsible – to have a steady income for as long as I live
Q4: If you got an unexpected $1,000 would you:
Spend it right away to update your wardrobe or go for a trip
Put it in savings or pay down debt
Invest it in your favorite investment opportunity
Treat the people you love to something special
Q5: If you were to work with a financial professional, what would matter most:  
Their track record/knowledge/ability to make clients money
You connect personally and feel they really care
They have the proper credentials, certifications and work for a trusted institution
They’d handle everything for you so you wouldn’t have to bother with it
Q6: If you are on your own, or in a relationship, are you a spender or a saver?
Spender
Saver
Saver but will spend money on others
Spender or saver based on my strategic financial goals
Q7: You discuss your financial situation with your spouse/partner, OR, if single, your family or friends: 
      
Never
Sometimes but it causes a lot of conflict
Fairly often
We’re open and communicate on a fairly regular basis about a budget or plan
Q8: Rate your current financial education level:
Very knowledgeable
Somewhat knowledgeable
Not very knowledgeable
Ignorance is bliss
Q9: If you wanted to learn more about finances, what type of setting would you prefer?
One-on-one with an advisor
Online education with articles and videos
In-person seminar with financial experts
Group of like-minded people for interactive learning
Q10: Your greatest fear about running out of money is:
Being a burden on your loved ones
Being a bag lady and eating cat food
Not being able to continue your current lifestyle
Loss of control over where or how you live
Q11: Your favorite way to spend money is:
Fashion/a fabulous night out/something beautiful for your home
The ultimate car, vacation, or crossing something off your bucket list
Anything that involves quality time with family and friends
On what matters most to you – you work really hard for your money
Q12: What’s the most important reason to work with York Traditions Bank (now or in the future)?
Relationships with individual staff
They believe in what I believe in
Smart/knowledgeable financial and business guidance
Low rates/free checking/great products
Q13: Right now your biggest money problem is:
Credit card debt
Covering the monthly expenses
Saving for kids college
No budget and no sense of where the money is going – lack of control
Running and growing your business
Planning for your financial future
Q14: When packing for a trip, you: 
Lay everything out way ahead of time and plan your outfits
Pack the night before, running through your schedule in your mind
Pack the night before while thinking about the people you’ll see or miss while you’re gone
End up bringing way too much for what you need
Q15: Your favorite York activity is:
The traditional family outing at the annual York Fair
Gathering family and friends to cheer on the York Revolution during baseball season
Hiking or biking on the York County Heritage Rail-Trail
Nibbling and tasting your way through York’s Central Market House
Q16: You were raised to believe:
You should be independent
You should have an equal partnership
A man will take care of you financially
Q17: What you believe now:
You should be independent
You should have an equal partnership
A man will take care of you financially
Q18: How do you measure success in life?
By what you accomplish - Successful career/Making a name/Leaving a Legacy
By the number of people who love you – whose lives you have positively impacted
By living life in the moment – enjoying all the sensual activities life has to offer
By your service to community/faith/family/being a good person and doing the right thing
Q19: It’s your best friend’s birthday, you:
Cook them dinner/bake a cake
Celebrate and spend quality time with them- make sure they’re not alone
Buy a really nice gift/treat them to a day at a luxury spa
Throw a party that they’ll be talking about for years to come
Q20: Financial security means:
Having a loving spouse/partner/family and enough money you don’t have to constantly worry
Having enough money in the bank or access to credit so you can do whatever you want
Having a predictable guaranteed retirement fund that mitigates risk
Having a comprehensive plan in place to maximize growth
Q21: It’s hardest to say “no” to:
A designer outfit on sale
A community/religious group who needs your help with an important project
An incredible leadership or business opportunity
A friend who asks for money
Q22: You meet deadlines…
Because you follow the rules and it bothers you when others don’t
But sometimes life can’t be scheduled
Because you don’t want keep others waiting
Because your reputation is on the line if you miss them
Q23: It is in your nature to:
Assume responsibility, and take on tasks yourself
Be spontaneous seek adventure and try new things
Feel empathy for others
Set and achieve goals so you and your team win
Q24: When making important financial decisions, you like to:
Act immediately
Do an analysis and compare results and opportunities
Ask for opinions of people you trust
Really do your homework and consider all the risks
Q25: To make good financial decisions you need:
A logical process or system to help you
Trusted experts to help you
To do your homework and keep track of what’s happening with your money
To have a little luck and be willing to jump quickly on opportunities
Q26: Which statement do you agree with the most:
Being too conservative with your money can cause problems
Being too aggressive with your money can cause problems
Spending too much time thinking about money is a waste of energy
You have to think about money because you need it to take care of yourself and/or your family
Q27: Money is for:
Enjoyment
Security
Taking care of yourself and others
Living the ultimate lifestyle
Q28: When you get your credit card bills, you pay:
The minimum
More than the minimum but not the whole thing
As much as you can
The whole thing
Q29: You want overdraft protection because:
You’re always in the red
You or your family always need things
It’s best to be prepared in case you need it
It’s smart – it saves on interest/penalties/embarrassment
Q30: You get uncomfortable when you can’t:
Buy what you see when you see it
Pick up the tab when going to lunch with a friend
Identify an item on your bank statement
Control how much you earn
Q31: People make me really angry when they…
Don’t think the rules apply to them
Disrespect me – think their opinion is right even though they can’t back it up
Are mean to people (and/or animals)
Are critical of my self-expression
Q32: My leadership style is best described by the following:
I am good at setting up systems and leading people
I lead through example by doing a really good job/living a good life
I lead by connecting with people personally/understanding them
I lead by helping people express themselves and their talents
Q33: You are at your best when you:
Are envisioning the future, devising a strategic plan, setting a goal and determining how to get there
Have a clear understanding of what’s expected of you, and are given a step-by step plan you can execute
Have the opportunity to really get to know people and figure out the best way to motivate them
Can improvise, think on your feet, take quick actions, create your own script
Q34: You feel like a failure if you: 
Make a mistake
Disappoint someone
Don’t get the results you were expecting/wanted
Conform rather than follow your instinct
Q35: When projects are being discussed, and options being considered you:
Have no problem challenging others' opinions to get the best decision
Get impatient and just want a decision to be made
Generally do what is asked of you if it makes sense and you see the value
Want to make sure everyone’s opinions are heard so no feelings get hurt
Q36: It is important to diligently keep track of income and expenditures:
Agree
Disagree