Financial Sentiment Survey - Financial Pathways Carolina

  • Financial Sentiment Survey

    This survey measures your feelings and attitudes toward money and your level of confidence when making financial decisions. You will also be asked how you feel about your financial situation. Your total score will be calculated at the end of the survey, along with suggestions based on your score. The purpose of the survey is to help you understand your relationship with money and the emotions involved with handling your personal finances.

  • Select the response that best matches your feelings about each of the following statements.

  • I am confident about my ability to manage my finances.*
  • How do you feel when you make small financial decisions (e.g. purchasing a bottle of water or bag of chips)?*
  • How do you feel when you make large financial decisions (e.g. purchasing new furniture or a car)?*
  • I am concerned about my financial future.*
  • I will become financially secure at some point in my life.*
  • How do you feel when you think about your financial future 5 years from now?*
  • How do you feel when you think about your financial future 20 years from now?*
  • Future economic conditions will have a _________________ impact on me. (An example of economic conditions is the Great Recession of 2008, which resulted in many foreclosures and high unemployment rates.)*

  • Select all that apply for the question below.

  • My personal finances have a negative impact on my:
  • Should be Empty: