Financial Satisfaction Survey Name* Date MM slash DD slash YYYY Email DirectionsThe 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 CAPTCHA My Office 1735 Post Road, Suite 2CFairfield, Connecticut 06824 Call Us Phone: 203-254-8344Fax: 888-533-6332 Email Us tomoshea@claddaghllc.com