Financial Satisfaction Survey

Directions

The statements below will help you to think about and assess how satisfied you are with many aspects of your financial life. Select and record your level of satisfaction for each statement. Are you satisfied?

...with my ability to meet my financial obligations.

...with the income my current job or career provides me.

...with my spending habits

...with the level of debt I carry.

...with the extras that I am able to buy for myself and/or loved ones.

...with the level and quality of insurance protection I currently have.

...with the amount of money that I save and invest on a regular basis.

...with my current investment choices.

...that I am on track to build a sufficient retirement nest egg.

...with the level of employee benefits I receive.

...with my style of personal bookkeeping and financial record management.

...with my ability to provide financial help to family members.

...with my estate plan.

...with my level of charitable giving.

...with the level of financial education I have attained.

...with how I respond emotionally to my personal finance issues.

...with my ability to communicate about my financial matters.

...with the feelings I have about my money life.

...that financial issues do not cause stress or strain in the relationships that are important to me.

...with the working relationships I have with my financial service providers (i.e. insurance agent, banker, broker, financial planner, accountant).

My Office

1735 Post Road, Suite 2C
Fairfield, Connecticut 06824

Call Us

Phone: 203-254-8344
Fax: 888-533-6332

Email Us

tomoshea@claddaghllc.com

To receive the Women's Choice Award, individuals must satisfy a series of evaluation criteria associated with providing quality service to women clients. Financial Advisors may pay a basic program fee to cover the cost of comprehensive review and client survey. Third party rankings and recognitions are not indicative of past or future investment performance and should not be construed as an endorsement of the financial advisor. For more information, go to www.womenschoiceaward.com.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, GA, ID, IL, MA, MD, NC, NH, NJ, NY, PA, SC, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Claddagh, LLC are not affiliated.

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