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Financial Values Questionnaire

What Are Your Financial Values?

There are no right or wrong answers. This report describes your own beliefs and values compared to the averages of other test-takers.

Rated: Strongly Disagree (1) to Strongly Agree (5)

01

You shouldn't tell others how much money you have.

Agree
Disagree
02

When it comes to my finances, I don't sweat the small stuff.

Agree
Disagree
03

Poor people are undisciplined.

Agree
Disagree
04

Money provides security.

Agree
Disagree
05

People will want to take advantage of you if they find out you are wealthy.

Agree
Disagree
06

People are essentially honest.

Agree
Disagree
07

The smarter you are, the more money you will make.

Agree
Disagree
08

It's important to diligently keep track of all income and expenditures.

Agree
Disagree
09

If I see a dime on the sidewalk, I'll stop to pick it up.

Agree
Disagree
10

Sometimes I trade stocks for fun.

Agree
Disagree
11

I often worry about how much things cost.

Agree
Disagree
12

I am concerned about others' financial well-being.

Agree
Disagree
13

I am not interested in theoretical discussions about my financial future.

Agree
Disagree
14

I am disciplined with my spending.

Agree
Disagree
15

I like to talk to acquaintances about my investments.

Agree
Disagree
16

I am not bothered by fluctuations in the market values of my assets.

Agree
Disagree
17

I believe people are essentially generous.

Agree
Disagree
18

I enjoy thinking about my investments.

Agree
Disagree
19

I understand just enough about my finances to get by.

Agree
Disagree
20

I enjoy owning big-name stocks.

Agree
Disagree
21

I am relaxed about investing even when the markets are down.

Agree
Disagree
22

I get back at people who rip me off.

Agree
Disagree
23

I have difficulty understanding abstract financial concepts.

Agree
Disagree
24

I invest my money according to a plan — for example, in fixed percentages of different assets.

Agree
Disagree
25

I avoid following the crowd in my investing.

Agree
Disagree
26

I never read the business section of the newspaper.

Agree
Disagree
27

I try to keep track of economic trends.

Agree
Disagree
28

I accurately plan my expenses.

Agree
Disagree
29

I like to prepare for the future.

Agree
Disagree
30

I feel very excited by the possibility of large investment gains.

Agree
Disagree
31

I never feel inclined to follow "hot" stock tips.

Agree
Disagree

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