Is Life Planning for Me?

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Name

Please respond to each statement.

( 1 = Strongly Disagree and 5 = Strongly Agree )


I like to discuss investments:

I like to discuss investments:

Luck is something you make yourself:

Luck is something you make yourself:

Learning is an important key to financial success:

Learning is an important key to financial success::

I would rather not handle my own finances:

I would rather not handle my own finances:

I am often uncomfortable with investments:

I am often uncomfortable with investments

I keep well informed for everyday financial decisions:

I keep well informed for everyday financial decisions

I know where I'm going and how to get there:

I know where I'm going and how to get there

I reflect on my past investments and see what I can learn:

I reflect on my past investments and see what I can learn

Luck is an important factor to financial success:

Luck is an important factor to financial success

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