Money Satisfaction Survey

I am satisfied…...

Moderately Satisfied Very Satisfied Not Satisfied

with my ability to fulfill my financial obligations/ aspirations *Moderately SatisfiedVery SatisfiedNot Satisfied

with the income from my job or business *Moderately SatisfiedVery SatisfiedNot Satisfied

with benefits provided by employer *Moderately SatisfiedVery SatisfiedNot Satisfied

my expenses *Moderately SatisfiedVery SatisfiedNot Satisfied

my liabilities *Moderately SatisfiedVery SatisfiedNot Satisfied

with my ability to manage unplanned outflows *Moderately SatisfiedVery SatisfiedNot Satisfied

with my current investments *Moderately SatisfiedVery SatisfiedNot Satisfied

with savings and investment done on regular basis *Moderately SatisfiedVery SatisfiedNot Satisfied

with my maitainance of financial records *Moderately SatisfiedVery SatisfiedNot Satisfied

with my plan of post retirement phase *Moderately SatisfiedVery SatisfiedNot Satisfied

the plan to accumulate retirement expenses *Moderately SatisfiedVery SatisfiedNot Satisfied

with financial knowledge I have *Moderately SatisfiedVery SatisfiedNot Satisfied

with my ability to help family members when needed *Moderately SatisfiedVery SatisfiedNot Satisfied

with my WILL and Estate Plan *Moderately SatisfiedVery SatisfiedNot Satisfied

With my insurance cover *Moderately SatisfiedVery SatisfiedNot Satisfied

with contribution towards charity *Moderately SatisfiedVery SatisfiedNot Satisfied

with the my ability to manage emotions in case of personal finance issues *Moderately SatisfiedVery SatisfiedNot Satisfied

with my communication on financial matters. *Moderately SatisfiedVery SatisfiedNot Satisfied

that financial matters do not impact my important relationships *Moderately SatisfiedVery SatisfiedNot Satisfied

with my money life *Moderately SatisfiedVery SatisfiedNot Satisfied

With service provided by my financial sevice providers( i.e. Banker, CA, Insurance agent, Stock Broker) *Moderately SatisfiedVery SatisfiedNot Satisfied