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Financial Values Questionnaire
Page 1 out of 5
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.
Q2.  When it comes to my finances, I don’t sweat the small stuff.
Q3.  Poor people are undisciplined.
Q4.  Money provides security.
Q5.  People will want to take advantage of you if they find out you are wealthy.
Q6.  People are essentially honest.
Q7.  The smarter you are, the more money you will make.
Q8.  It’s important to diligently keep track of all income and expenditures.
Q9.  If I see a dime on the sidewalk, I’ll stop to pick it up.
Q10.  Sometimes I trade stocks for fun.
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