Fee Only South Dakota Financial Planner | Financial Satisfaction

Financial Satisfaction

The statements below will help you to think about and assess how satisfied you are with many aspects of your financial life. Select and record your level of satisfaction for each statement.

Client Name: Date:

I am satisfied...

...with my ability to meet my financial obligations. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with the income my current job or career provides me. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with my spending habits. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with the level of debt I carry. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with the extras that I am able to buy for myself and/or loved ones. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with the level and quality of insurance protection I currently have. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with the amount of money that I save and invest on a regular basis. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with my current investment choices. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...that I am on track to build a sufficient retirement nest egg. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with the level of employee benefits I receive. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with my style of personal bookeeping and financial record management. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with my ability to provide financial help to family members. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with my estate plan. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with my level of charitable giving. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with the level of financial education I have attained. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with how I respond emotionally to my personal finance issues. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with my ability to communicate about my financial matters. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with the feelings I have about my money life. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...that financial issues do not cause stress or strain in the relationships that are important to me. Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied
...with the working relationships I have with my financial service providers (i.e., insurance agent, banker, broker, financial planner, accountant). Not SatisfiedSomewhat UnsatisfiedModerately Satisfied SatisfiedVery Satisfied

National Association of Personal Financial Advisors

The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory business or securities business in any states beyond the states in which Kahler Financial Group maintains registration or a notice filing. Securities and investment advice are offered through Kahler Financial Group, 1010 9th Street, Suite 1, Rapid City, SD 57701. Information associated with this website is believed to be accurate, however, Kahler Financial Group makes no guarantee to this fact and Kahler Financial Group has no control over the accuracy of websites found through the links within. For questions or to report any problems, please contact us.