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Financial Satisfaction Survey

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Name*

Please rate on a scale of 1-5 (1 = Not Satisfied, 5 = Very Satisfied)

I am satisfied...

1. ...with my ability to meet my financial obligations.*
2. ...with the income my current job or career provides me.*
3. ...with my spending habits.*
4. ...with the level of debt I carry.*
5. ...with the “extras” that I am able to buy for myself and/or loved ones.*
6. ...with the level and quality of insurance protection I currently have.*
7. ...with the amount of money that I save and invest on a regular basis.*
8. ...with my current investment choices.*
9. ...that I am on track to build a sufficient retirement nest egg.*
10. ...with the level of employee benefits I receive.*
11. ...with my style of personal bookkeeping and financial record management.*
12. ...with my ability to provide financial help to family members.*
13. ...with my estate plan.*
14. ...with my level of charitable giving.*
15. ...with the level of financial education I have attained.*
16. ...with how I respond emotionally to my personal finance issues.*
17. ...with my ability to communicate about my financial matters.*
18. ...with the feelings I have about my money life.*
19. ...that financial issues do not cause stress or strain in the relationships that are important to me.*
20. ...with the working relationships I have with my financial service providers (i.e., insurance agent, banker, broker, financial planner, accountant).

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