Name *

First Name

Last Name

I have a clear picture of my financial future. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

I feel a sense of accomplishment when I go shopping. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

Most people should ignore the daily ups and downs of the stock market. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

I feel financially prepared to handle whatever comes next. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

Frequent traders tend to be the most successful at investing. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

People should give to others without wanting anything in return. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

I have a general idea of what life will be like for me in the future. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

Dealing with money-related issues is stressful. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

I understand the different between an ETF, a stock and a bond. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

A new purchase brings me joy. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

I get satisfaction from knowing where every dollar went in the past month. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

I rarely worry about my current financial situation. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

It is depressing to have to live within a budget. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

I feel good about the way I manage my financial responsibilities. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

The future will take care of itself. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

Frugal people are too concerned with money. *

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

In your household, who is responsible for the majority of the financial decisions and management? *

I am responsible.

My spouse/significant other and I are JOINTLY responsible.

My spouse/significant other is responsible.

Unsure.

Not applicable.

In your household, who is responsible for transactions related to stocks, mutual funds, or other investments? *

I am responsible.

My spouse/significant other and I are JOINTLY responsible.

My spouse/significant other is responsible.

Unsure.

Not applicable.