Financial Sentiment Survey

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.
Which age group best describes you?*
Select the response that best matches your feelings about each of the following statements.
I am confident about my ability to manage my finances.*

Strongly AgreeAgreeNeutral (I neither agree nor disagree)DisagreeStrongly Disagree
How do you feel when you make small financial decisions (e.g. purchasing a bottle of water or bag of chips)?*

ConfidentMostly positiveJust okayUneasyStressed
How do you feel when you make large financial decisions (e.g. purchasing new furniture or a car)?*

ConfidentMostly positiveJust okayUneasyStressed
I am concerned about my financial future.*

Strongly DisagreeDisagreeNeutral (I neither agree nor disagree)AgreeStrongly Agree
I will become financially secure at some point in my life.*

Strongly AgreeAgreeNeutral (I neither agree nor disagree)DisagreeStrongly Disagree
How do you feel when you think about your financial future 5 years from now?*

ConfidentMostly positiveJust okayUneasyStressed
How do you feel when you think about your financial future 20 years from now?*

ConfidentMostly positiveJust okayUneasyStressed
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.)*

PositiveNot meaningfulNegative
Select all that apply for the question below.
My personal finances have a negative impact on my:

Emotional well-being / Self-worthRelationships – Family, Friendship, etc.Productivity / Performance at school or workDay-to-day life / Enjoyment of lifeHealth / Sleep
Financial Pathways Carolina will not ask for your name or any other personal information. All other information, including your age group, is solely used for research purposes.*

I understand
Calculation
Should be Empty:

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

Select all that apply for the question below.