Conrad Seastrunk, Florence Financial Advisor, Florence Financial Planner, Florence fee only financial planner,

Money Personality Questionnaire

Please indicate your level of agreement with each of the following statements:

I enjoy discussing investments with friends and acquaintances.
I believe in taking big risks if the potential payoff is high.
Buying something new always makes me happy.
You can't take it with you, so you may as well live it up while you can.
It is important for me to know exactly how I am invested and why.
I get very nervous and confused thinking about investing.
I like to hear about hot investment tips.
A 12% decline in my portfolio would cause me considerable stress.
Investing frightens me.
No matter how much you have, you can always use more.
It never helps anyone to worry about money.
I am not interested in abstract concepts or ideas.
I am comfortable with an investment that may take over 10 years to provide a return.
Money provides security.
Money does not come easily, so we need to be careful with it.
I enjoy reading about and studying difficult material and complex topics.
I feel good about having money set aside for the unexpected.
I don't like to think about money.
I get a thrill out of investing.
I feel regret about my past investment losses.
I am satisfied with my current level of income.
For the prospect of higher returns in the long run, I can tolerate paper losses for several years.
I enjoy what I do for a living and can't imagine ever giving it up completely.
Other people consider me to be careful with my money.
I dream of a retirement that allows me to spend more money on the things I enjoy.
Generally, I prefer investments with little or no fluctuation in value, and I'm willing to accept the lower return associated with these investments.
My knowledge of investing is above average.
I am more concerned about my investments losing value than gaining.
It is important that I leave a financial legacy for my children/grandchildren.
The future will take care of itself.
A loss of $120,000 on a $1 million portfolio is unacceptable.
I dislike change.
My current lifestyle is more than sufficient for me.
Stocks are like a form of gambling.
I generally check the value of my investments at least monthly.
I like to keep up with the financial news.
There are many things more important than money.
I get more satisfaction from saving than from spending.
I have specific financial goals.
When it comes to finances, I don't sweat the small stuff.

 

Seastrunk Financial Management, LLC and Fidelity Investments are independent companies and are not affiliated. There is no form of legal partnership, agency, affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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