Financial Satisfaction Survey

Name*
Date
MM slash DD slash YYYY
Email
Directions
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.
…with my ability to meet my financial obligations.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with the income my current job or career provides me.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with my spending habits.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with the level of debt I carry.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with the "extras" that I am able to buy for myself and/or loved ones.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with the level and quality of insurance protection I currently have.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with the amount of money that I save and invest on a regular basis.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with my current investment choices.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…that I am on track to build a sufficient retirement nest egg.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with the level of employee benefits I receive.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with my style of personal bookkeeping and financial record management.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with my ability to provide financial help to family members.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with my estate plan.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with my level of charitable giving.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with the level of financial education I have attained.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with how I respond emotionally to my personal finance issues.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
...with my ability to communicate about my financial matters.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with the feelings I have about my money life.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…that financial issues do not cause stress or strain in the relationships that are important to me.
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
…with the working relationships I have with my financial service providers (i.e., insurance agent, banker, broker, financial planner, accountant).
- Strongly Disagree
- Disagree
- Neutral
- Agree
- Strongly agree
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Financial Satisfaction Survey

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