| 1. I often find that I am focusing a lot more of my time and energy on money than I would like, versus other aspects of my life. |
| Less True - 1 2 3 4 5 - More True |
| 2. Lately I have felt upset because so much of my time has been dedicated to my work that I have had little time for my family or friends. |
| Less True - 1 2 3 4 5 - More True |
| 3. Given my current priorities in life, I feel I am making a sacrifice right now. |
| Less True - 1 2 3 4 5 - More True |
| 4. The fact that I have not been able to focus on my health & fitness by doing exercise or do recreational activities lately has been causing me distress. |
| Less True - 1 2 3 4 5 - More True |
| 5. I am not happy about the huge investment that my career or another aspect of my life has been lately. |
| Less True - 1 2 3 4 5 - More True |
| 6. I know there are some aspects of my ideal life that are definitely missing. |
| Less True - 1 2 3 4 5 - More True |
| 7. I know there are things in my life that I could somehow delegate, which would free-up time to focus on more fulfilling things that matter more to me. |
| Less True - 1 2 3 4 5 - More True |
| 8. I know I spend money on things that, in retrospect, I wish I hadn’t. |
| Less True - 1 2 3 4 5 - More True |
| 9. I want to be “more giving” with my money, but I don’t know if it is financially wise… so I don’t give as generously as I would like. |
| Less True - 1 2 3 4 5 - More True |
| 10. I frequently wonder, when I spend money helping people, if I’m helping them or, perhaps, denying them the opportunity to learn by suffering financially. |
| Less True - 1 2 3 4 5 - More True |
| 11. I’m discontent at times because I am not doing the meaningful things that I feel I’m on earth to do. I’m not making as big of a difference as I could and should. |
| Less True - 1 2 3 4 5 - More True |
| 12. I commonly have thoughts like, “If only this next big thing works out, then I will not spend as much time working so hard.” |
| Less True - 1 2 3 4 5 - More True |
| 13. I have always wanted to do some important things, but am not able to do any of them right now because there simply is not time in the day. |
| Less True - 1 2 3 4 5 - More True |
| 14. I find that I get frustrated often because I am not able to spend time with my family/friends or have some time for myself. |
| Less True - 1 2 3 4 5 - More True |
| 15. I know that my day-to-day financial decisions are frequently not well-aligned with my values and those things that matter most to me in life. |
| Less True - 1 2 3 4 5 - More True |
| 16. The fact that my financial life is not as well organized as it should be causes me stress. |
| Less True - 1 2 3 4 5 - More True |
| 17. I often feel like I am missing out on the things that mean the most to me. |
| Less True - 1 2 3 4 5 - More True |
| 18. It is typical for me to think that I have made poor decisions about how to invest my time and energy. |
| Less True - 1 2 3 4 5 - More True |
| 19. I frequently think, “I wish I could spend time doing more of the things that bring me the most satisfaction or joy?” |
| Less True - 1 2 3 4 5 - More True |
| 20. When I think about how I spent my money over the past three months, I feel I could and should have made smarter choices about my money. |
| Less True - 1 2 3 4 5 - More True |
| 21. I have no idea how much money I need to do all the things I want to do in my life, things that will take money and planning to achieve. |
| Less True - 1 2 3 4 5 - More True |
| 22. I do not feel in control of my money or future. |
| Less True - 1 2 3 4 5 - More True |
| 23. There are more times than I would like, where unanticipated money “surprises” cause me stress, and I have that “unexpected payment” to make. |
| Less True - 1 2 3 4 5 - More True |
| 24. Significant people in my life have complained that they do not spend enough time with me and this bothers me. |
| Less True - 1 2 3 4 5 - More True |
| 25. I know I could make smarter choices about my money. |
| Less True - 1 2 3 4 5 - More True |
| 26. As I look back, I know there were 168 hours in each of the last four weeks, and I spent many of them doing things that matter less to me, thereby sacrificing doing things that matter most to me. |
| Less True - 1 2 3 4 5 - More True |
| 27. I do not have a current comprehensive written lifetime financial plan, and I know I should. |
| Less True - 1 2 3 4 5 - More True |
| 28. I feel that I am doing many things because I have to, not because I want to. This idea often upsets me. |
| Less True - 1 2 3 4 5 - More True |
| 29. People I respect and care about have told me that I do not seem fulfilled or happy. |
| Less True - 1 2 3 4 5 - More True |
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