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1 Thinking about your overall quality of life, which one of the following statements best describes how satisfied you are with your current quality of life? I am very satisfied with my current quality of life I am satisfied with my current quality of life I am not satisfied with my current quality of life 1 2 3 4 5 6 7 8 9 10 11 2 Thinking about your financial future, which one of the following statements best describes how optimistic you are about your financial future? I am very optimistic about my financial future I am optimistic about my financial future I am worried about my financial future 1 2 3 4 5 6 7 8 9 10 11 3 Thinking about budgeting, which one of the following statements best describes your current approach to budgeting? You make a monthly budget and stick to it You make a budget but do not always stick to it You do not budget because that’s not your style 1 2 3 4 5 6 7 8 9 10 11 4 Thinking about savings, which one of the following statements best describes your current approach to savings? You set aside / save some money every time you get paid You set aside / save some money when you can You rarely set aside or save money when you get paid 1 2 3 4 5 6 7 8 9 10 11 5 Thinking about credit cards, which one of the following usually applies when you receive your credit card statement? You pay off the full outstanding balance You pay off more than the minimum payment and carry a balance into the next month You make the minimum payment and carry a balance into the next month 1 2 3 4 5 6 7 8 9 10 11 6 Thinking now about home ownership, which one of the following statements best describes your current situation? You currently own your own home or apartment outright You are currently paying a mortgage / home loan on your own home or apartment You do not own your own home or apartment but are currently living rent or mortgage free You are currently renting 1 2 3 4 5 6 7 8 9 10 11 7 Thinking now about life insurance and speaking hypothetically of course, which one of the following statements best describes your current status? You have enough insurance that if you were to pass away, become sick or disabled you and your family would still be okay financially You currently have life insurance but no other type of insurance You do not currently have any insurance 1 2 3 4 5 6 7 8 9 10 11 8 Thinking now about your retirement savings, which one of the following statements best describes your current status? You know how much you will need to fund a comfortable retirement and already have enough set aside to be confident you are on track You are not sure how much you will need to fund a comfortable retirement but you have some savings and investments already You have no idea how much you'll need to fund a comfortable retirement You have not started planning for your retirement 1 2 3 4 5 6 7 8 9 10 11 9 Thinking now about investing, which one of the following statements best describes your current level of knowledge about investing? If you were given an amount equal to six month's salary to invest, you would know exactly what to do with it If you were given an amount equal to six month's salary to invest, you would have a good idea what to do with it If you were given an amount equal to six month's salary to invest, you would have no idea what to do with it 1 2 3 4 5 6 7 8 9 10 11 10 Do you currently have a formal retirement plan that was developed in consultation with a financial professional like an accountant, financial planner, investment advisor, banking or insurance professional? Yes No 1 2 3 4 5 6 7 8 9 10 11 11 Do you currently have an up-to-date will that was developed in consultation with a legal professional like a lawyer? Yes No 1 2 3 4 5 6 7 8 9 10 11 Your Score How do you compare? Click here to know. How do you compare? Click here to know. How do you compare? Click here to know. How do you compare? Click here to know. How does your Citi Fin-Q Score compare?

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