Financial Satisfaction Survey

Please answer all of the questions below! This shouldn’t take you that long 🙂

Go with your best guess – usually the first answer that comes to mind is the “right” choice!

Your Information
Name*
First Last
Email*
Name of Company*
Company Website*
Cell Phone
I am an:*
- Owner of a business
- Independent contractor
- Employee
If I am an owner of my own business, or act as an Independent Contractor, my business grosses $ in Annual Sales*
- n/a
- $0-$200,000 in annual sales
- $200,000 - $500,000 in annual sales
- $500,000 - $1,000,000 in annual sales
- $1,000,000 - $2,000,000 in annual sales
- $2,000,00 and up
I am satisfied…
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.
1. …with my ability to meet my financial obligations.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
2. …The amount of money I make in my business.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
3. …The amount of money i spend in my business.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
4. …The amount of money I spend personally.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
5. …with the “extras” that I am able to buy for myself or loved ones.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
6. … The amount of insurance protection I have for myself / my family on a personal level.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
7. …The amount of insurance protection I have for my business.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
8. …The amount of money I save and invest on a regular basis.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
9. …My current investments.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
10. …The fact that I am on track to build a sufficient retirement nest egg.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
11. …My bookkeeping for my business.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
12. …My ability to understand and have clarity around the numbers in my business.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
13. …My financial record management for my personal finances.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
14. …My estate plan.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
15. …The succession plan for my business.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
16. …My level of charitable giving.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
17. …The level of financial education I have.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
18. …With how I respond emotionally to my business money.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
19. …With how I respond emotionally to my personal money.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
20. …The fact that financial issues do not cause stress or strain in the relationships that are important to me.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
21. …The relationship I have with my bookkeeper.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
22. …The relationship I have with my financial advisor.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
23. ...The relationship I have with my accountant.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
24. ...How proactive I am with my personal money.*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)
25. ...How proactive I am with my business money*
- 1 (Not Satisfied)
- 2
- 3 (Moderately Satisfied)
- 4
- 5 (I am Satisfied)

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Financial Satisfaction Survey

Your Information

I am satisfied…

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