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Financial Values Questionnaire
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NOTE:
This questionnaire was designed to help you think about your relationship with money. It asks thought-provoking questions about your financial beliefs, values, and goals. After completing the questionnaire, you will receive a detailed wealth psychology profile. Your customized profile explains your personal \"financial values\", and it is a crucial step towards enhancing your total life (and wealth) satisfaction. Furthermore, a financial advisor can better address your needs and desires after reading your report.
Q1. You shouldn’t tell others how much money you have.
Strongly Disagree
Moderately Disagree
Neither Agree Nor Disagree
Moderately Agree
Strongly Agree
Q2. When it comes to my finances, I don’t sweat the small stuff.
Strongly Disagree
Moderately Disagree
Neither Agree Nor Disagree
Moderately Agree
Strongly Agree
Q3. Poor people are undisciplined.
Strongly Disagree
Moderately Disagree
Neither Agree Nor Disagree
Moderately Agree
Strongly Agree
Q4. Money provides security.
Strongly Disagree
Moderately Disagree
Neither Agree Nor Disagree
Moderately Agree
Strongly Agree
Q5. People will want to take advantage of you if they find out you are wealthy.
Strongly Disagree
Moderately Disagree
Neither Agree Nor Disagree
Moderately Agree
Strongly Agree
Q6. People are essentially honest.
Strongly Disagree
Moderately Disagree
Neither Agree Nor Disagree
Moderately Agree
Strongly Agree
Q7. The smarter you are, the more money you will make.
Strongly Disagree
Moderately Disagree
Neither Agree Nor Disagree
Moderately Agree
Strongly Agree
Q8. It’s important to diligently keep track of all income and expenditures.
Strongly Disagree
Moderately Disagree
Neither Agree Nor Disagree
Moderately Agree
Strongly Agree
Q9. If I see a dime on the sidewalk, I’ll stop to pick it up.
Strongly Disagree
Moderately Disagree
Neither Agree Nor Disagree
Moderately Agree
Strongly Agree
Q10. Sometimes I trade stocks for fun.
Strongly Disagree
Moderately Disagree
Neither Agree Nor Disagree
Moderately Agree
Strongly Agree
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