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Client Profiler Interview |
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Name:
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Address:
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City:
State: Zip:
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Phone:
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E-Mail:
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Agree
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Disagree
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Please choose the answer that would best describe your thought or opinion. |
Strongly | Somewhat
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Strongly | Somewhat
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1.
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I usually get depressed after making a financial decision. |
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2.
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I spend money whenever I am frustrated or angry and it releases the tension. |
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3.
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People can always make money if they learn more about it. |
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4.
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I would like to play an important and active role in managing my investments. |
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5.
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Saving money generally gives me greater satisfaction than spending it. |
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6.
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I enjoy the feeling or "thrill" associated with gambling. |
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7.
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I often reflect on my past financial results of decisions before I proceed. |
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8.
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I feel there is no such thing as luck where money is concerned. |
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9.
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I feel panicky when I have to make a financial decision I was not expecting. |
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10.
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If people try hard enough, they will usually reach their financial goals. |
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11.
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I like to be highly involved in my investment and financial projects. |
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12.
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I am not looking for a secret way to get rich - I'm quite satisfied with the money I have. |
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13.
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I feel it's a good idea to save my money instead of spending it. |
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14.
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While making financial decisions I think about recent past financial decisions. |
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15.
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The fact that chance or luck plays a significant role in my wealth is impossible for me to believe. |
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16.
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I am driven to acquire prestige with my money. |
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17.
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All in all I am inclined to feel that I am a financial failure. |
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18.
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Most people are basically honest when it comes to money. |
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19.
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I wish financial decisions did not bother me so much. |
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20.
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I would like my financial pursuits to buy me fame. |
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21.
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I live within my financial means and am content with what I have. |
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22.
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I feel that I do not have much to be proud of as far as financial success is concerned. |
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23.
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Most people will act as "Good Samaritans" with their Money if given the opportunity. |
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24.
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I want to use my money to become an important person in the Community. |
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25.
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I spend money when I am unhappy and it makes me feel better. |
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26.
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People can be as successful with money as the time they're willing to devote to it. |
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27.
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I have as much money as I need to be happy. |
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28.
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Most people do not hesitate to go out of their way to help someone in financial trouble. |
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