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Assessment
06.10.20
1.
When I hear words like IRA, IRS, or 401k, I check out. It’s not my thing.
Yes, that’s me
Sometimes
Not sure
Rarely me
Never me
2.
I often put my partner’s or other family member’s financial needs ahead of my own.
Yes, that’s me
Sometimes
Not sure
Rarely me
Never me
3.
Regarding longterm financial planning, my partner and I collaborate on major financial decisions
Yes, that’s me
Sometimes
Not sure
Rarely me
Never me
4.
I tend not to trust other people with money, and prefer to control it myself.
Yes, that’s me
Sometimes
Not sure
Rarely me
Never me
5.
I often put my partner’s or other family member’s financial needs ahead of my own.
Yes, that’s me
Sometimes
Not sure
Rarely me
Never me
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