Money Satisfaction

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Name*

Email Address*

For each statement below rate your level of satisfaction. Your answers help us understand your relationship with money.

# Questions*

	Not Satisfied	Moderately Satisfied	Very Satisfied
with my ability to fulfill my financial obligations/aspirations
with the income from my job or business
with benefits provided by the employer
my expenses
my liabilities
with my ability to manage unplanned outflows
with my current investments
with savings and investment done one regular basis
with my maintenance of financial records
with my plan of post retirement phase
the plan to accumulate retirement expenses
with financial knowledge I have
with my ability to help family members when needed
with my will and estate plan
with my insurance cover
with contribution towards charity
with my ability to manage emotions in case of personal finance issues
with my communication on financial matters
that financial matters do not impact my important relationships
with my money life
with service provided by my financial service providers (i.e. Banker, CA, Insurance agent, Stock Broker)

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