| Excel Worksheet 1.1 Personal Financial Planner Worksheet: Money Attitudes Questionaire |
| Directions: Have several members of your family fill out this worksheet and then compare your answers. Do you all have similar money attitudes? Use the opportunity to have a frank conversation about how best to make joint household financial decisions. |
| 1. If you received $2,000 tax-free, what would you do with it? |
| 2. If you had to make a major cut in your spending, what would you cut first? |
| 3. Rank each of the following activities from 1 to 7, with 1 being the one you would enjoy doing the most and 7 being the one you would enjoy the least. |
| Rank
(1-7) | ACTIVITY |
| | Family activities at home |
| | Going out to eat |
| | Exercising or outdoor recreation |
| | Spending time with friends |
| | Enjoying quiet time to myself |
| | Participating in my hobby |
| | Shopping |
| 4. Indicate the degree to which you agree or disagree with the following statements on a scale of 1 to 5, with 1 = strongly disagree, 2 = disagree, 3 = neutral, 4 = agree and 5 = strongly agree. |
| | I spend too much money. |
| | Other members of my family spend too much money. |
| | Equality in family decision making is important to me. |
| | I feel good about the way financial decisions are made in my family. |
| | Buying on credit makes sense because we can afford to buy things we otherwise couldn't buy. |
| | I believe in enjoying today and letting tomorrow worry about itself. |
| 5. What would you like to see your family or household spend less money on in the future? |
| 6. What would you like to see your family or household spend more money on in the future? |
| 7. What money problem is the most frequent cause of argument in your family? |
| 8. What was the most sensible financial thing you have done in your family? |
| 9. What was the most foolish financial thing you have done in your family? |
| 10. Do you know the dollar figures that go in the following blanks? |
| a. Our family take-home income is $_____________________________ per month. |
| b. Our family monthly rent or mortgage payment is $______________________ per month. |
| c. Our family spends $______________________per month on food. |
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Excel_Worksheet_1.1_PFP_Money_Attitudes_Questionnaire.xlsx
