Page 42 - Workbook2E

Your Financial Stress Profile—Questionnaire
Rate each statement listed below in terms of the amount of pressure you feel and circle your answer. How strongly would each affect you if you were in that situation?
StressorNNo.o9.—6AMmbaiitniotnasining Financial Records
PRESSURE FROM FINANCIAL RECORD-KEEPING
NONE
MILD
MODERATE
SEVERE
Your successful acquaintance tells you that if you want to be as successful as he is, you’ll need to become a master of good record keeping
Your boss says you need to spend more time looking at the big picture because, “You can’t see the forest for the trees”
0123
0123
You are asked to evaluate a co-worker’s sloppy work 0123
You have an unresolved error in your checking account bank statement 0123
Your club appoints you to act as treasurer and bookkeeper 0123
You purchased a day-planner but are becoming convinced that using it is becoming more trouble than it’s worth
Your company instigates a policy of logging every phone call, both incoming and outgoing
0123
0123 You want to keep a diary, but are often too tired to make daily entries 0123
Your spouse keeps important notes and receipts scattered all over the house, and often misplaces them
You’re advised by a financial counselor to build a budget or continue to face more of the financial shortages worrying you
0123 0123
TOTAL
This rates the pressure you feel from record keeping. SUBTOTALS:
++
38 Workbook 2: Improve Your Financial Life