Personal Financial Wellness Scale™

1.
What do you feel is the level of your financial stress today?

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2
3
4
5
6
7
8
9
10
Overwhelming
Stress		 High 
Stress		     Low
Stress		 No Stress
at All
2.
How satisfied are you with your present financial situation?

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2
3
4
5
6
7
8
9
10
Dissatisfied Somewhat
Dissatisfied		     Somewhat
Satisfied		 Satisfied
3.
How do you feel about your current financial condition?

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2
3
4
5
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8
9
10
Feel 
Overwhelmed		 Sometimes
Feel Worried		     Not
Worried		 Feel
Comfortable
4.
How often do you worry about being able to meet normal monthly living expenses?

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2
3
4
5
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7
8
9
10
All the Time Sometimes     Rarely Never
5.
How confident are you that you could find the money to pay for a financial emergency that costs about $1,000?

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7
8
9
10
No
Confidence		 Little
Confidence		     Some
Confidence		 High
Confidence
6.
How often does this happen to you? You want to go out to eat, go to a movie or do something else and don't go because you can't afford to?

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2
3
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5
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7
8
9
10
All the Time Sometimes     Rarely Never
7.
How frequently do you find yourself just getting by financially and living paycheck to paycheck?

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5
6
7
8
9
10
All the Time Sometimes     Rarely Never
8.
How stressed do you feel about your personal finances in general?

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2
3
4
5
6
7
8
9
10
Overwhelming 
Stress		 High
Stress		     Low
Stress		 No Stress
at All
Source: Copyright 2004-2010 Personal Finance Employee Education Foundation. All rights reserved. Written permission required for use.
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