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Financial Satisfaction

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The statements below will help you to think about and assess how satisfied you are with many aspects of your financial life. Select and record your level of satisfaction for each statement.

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

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