Financial Responsibility, Personality Traits and Financial Decision ...

A Survey question set
Q: Do you have the feeling that you were born into a family that was financial better
off than average? yes / no / do not know
Q: Have your parents saved for your education? yes / no / do not know
Q: Did your parents hand you pocket money when you were 12 years old? yes / no /
do not know
Q: If yes, on what frequency did you receive this pocket money? monthly / weekly /
do not know
Q: if yes, from which age onwards did you receive pocket money?
Q: Did you receive clothing money at the age of 14 years old? yes / no / do not know
Q: if yes, on what frequencies did you receive pocket money? monthly / weekly / do
not know
Q: if yes, from which age onwards did you receive pocket money?
Q: have you experienced an unexpected drop in income over the past 12 months? yes
/ no / do not know
Q: How satisfied are you with your current financial situation? 1-10
Q: Have you had a negative account balance on your checking account over the past 12
months?
Q: Have you spend more or less than you earned over the past 12 months? yes / no /
do not know
Q: How difficult is it for you to make ends meet? 1-10
Q: What is the estimated balance of your savings account?
Q: Has your household saved enough money to last one year without income? yes / no
/ do not know
Q: Have you saved for your childrens education? yes / no / do not know
Q: For how long have you been investing in stocks, bonds, or mutual funds?
Q: What is the estimated value of your investment portfolio (stock, bonds, and mutual
funds)?
Q: Are you willing to take financial risks? 1-10
Q: Who within your household is most experienced with dealing with financial matters?
me / other
Q: Who keeps track of the administration in your household? me / other
Q: Have you asked for financial advice from a professional advisor during the past 5
years regarding: Loans, Savings, Mortgage, Insurance, and Taxes
Q: Do you prefer more than 1 advice when you make financial decisions? yes / no / do
not know
Q: To what extent do you agree with the following statements:
- I trust financial advisors and take their advice 1-10
- Financial advisor are expensive 1-10
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