Skip survey header

Natural Financial Engagement style

What's your money compass?

1.

 I have a general sense of how much money I need to earn in order to comfortably cover my lifestyle.


 
Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
2.

 If I splurge on something once in awhile, I don’t worry about it.


 
Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
3.

 I hope to have enough money in the future to support causes I care about, but it doesn’t fit into my life right now.
 

Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
4.

 I do a lot of research into any potential investment.
 

Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
5.

 I don’t feel like money has to be tightly controlled as long as I make reasonable choices.
 

Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
6.

 I use my budget as a guide to make sure I don’t overspend.


 
Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
7.

 I can't stand the thought of losing money I've invested.
 

Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
8.

 I keep all of my account information organized and up-to-date.
 

Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
9.

 I trust that if I love my work and do a good job, I will earn enough.
 

Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
10.

 I like to contribute whenever I come across a worthy cause.
 

Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
11.

 I worry that if I don’t keep a close eye on my accounts something bad could happen, like identity theft.
  

Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
12.

 I have a specific goal for how much money I’d like to make next year.
 

Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
13.

 I would describe myself as generous.
 

Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
14.

 For investments I look for the simplest solution.
 

Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
15.

 I don’t keep track of numbers but feel like I have a pretty good handle on what I can afford.
 

Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
16.  I plan out all of my annual giving to make the most impact with my charitable dollars.
 
Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
17.

 I take a long-term view on investing, so I’m not distracted by daily ups and downs in the market.
 

Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
18.

 I try to keep a lid on my spending so I can save more.
 

Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
19.

 I have a general sense of when it’s time to pay bills and look over my accounts, but it’s not something I schedule.
 

Very unlike meSomewhat unlike meNeither like me or unlike meSomewhat like meVery much like me
20.  It's difficult to turn down work opportunities even when I’m feeling maxed out.
 
Not at all like me
Somewhat like me
Totally like me