Financial Satisfaction Survey Name: Email: 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. 12345 2. ...with the income my current job or career provides me. 12345 3. ...with my spending habits. 12345 4. ...with the level of debt I carry. 12345 5. ...with the “extras” that I am able to buy for myself and/or loved ones. 12345 6. ...with the level and quality of insurance protection I currently have. 12345 7. ...with the amount of money that I save and invest on a regular basis. 12345 8. ...with my current investment choices. 12345 9. ...that I am on track to build a sufficient retirement nest egg. 12345 10. ...with the level of employee benefits I receive. 12345 11. ...with my style of personal bookkeeping and financial record management. 12345 12. ...with my ability to provide financial help to family members. 12345 13. ...with my estate plan. 12345 14. ...with my level of charitable giving. 12345 15. ...with the level of financial education I have attained. 12345 16. ...with how I respond emotionally to my personal finance issues. 12345 17. ...with my ability to communicate about my financial matters. 12345 18. ...with the feelings I have about my money life. 12345 19. ...that financial issues do not cause stress or strain in the relationships that are important to me. 12345 20. ...with the working relationships I have with my financial service providers (i.e., insurance agent, banker, broker, financial planner, accountant). 12345 ©2002-2019 Money Quotient, Inc. All Rights Reserved.
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