...with my ability to meet my financial obligations.
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5
...with the income my current job or career provides me.
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2
3
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5
... with my spending habits.
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2
3
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5
... with the level of debt I carry.
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2
3
4
5
... with the "extras" that I am able to buy for
myself and/or loved ones.
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2
3
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5
... with the level and quality of insurance protection I
currently have.
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5
... with the amount of money that I save and invest on a
regular basis.
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4
5
... with my current investment choices.
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... that I am on track to build a sufficient retirement
nest egg.
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2
3
4
5
... with the level of employee benefits I receive.
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2
3
4
5
... with my style of personal bookkeeping and financial record
management.
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2
3
4
5
... with my ability to provide financial help to family
members.
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2
3
4
5
... with my estate plan.
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3
4
5
... with my level of charitable giving.
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2
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5
... with the level of financial education I have attained.
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2
3
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5
... with how I respond emotionally to my personal finance
issues.
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5
... with my ability to communicate about my financial matters.
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2
3
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5
... with the feelings I have about my money life.
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3
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... that financial issues do not cause stress or strain
in the relationships that are important to me.
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3
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... with the working relationships I have with my financial
service providers (i.e. insurance agent, banker, broker, financial
planner, accountant).
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