Scale Questionaire

CFPB FINANCIAL WELL-BEING SCALE

Questionnaire

NAME OR NUMBER

Part 1: How well does this statement describe you or your situation?
This statement describes me

Completely Very well

Somewhat Very little Not at all

1. I could handle a major unexpected expense

2. I am securing my financial future

3. Because of my money situation, I feel like
I will never have the things I want in life

4. I can enjoy life because of the way
I’m managing my money

5. I am just getting by financially

6. I am concerned that the money I have
or will save won’t last

Part 2: How often does this statement apply to you?
This statement applies to me

Always

Often

Sometimes

Rarely

7. Giving a gift for a wedding, birthday or other
occasion would put a strain on my finances
for the month

8. I have money left over at the end of the month

9. I am behind with my finances

10. My finances control my life

Never

Part 3: Tell us about yourself.
11. How old are you?

18-61

62+

12. How did you take the questionnaire?

I read the questions

Someone read the questions to me