Scoring Worksheet - Financial Well-Being Scale

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CFPB FINANCIAL WELL-BEING SCALE
Scoring worksheet
NAME OR NUMBER
1. Select the person’s answers, record the response value in the right hand column
and add up the total values for each part of the questionnaire.
Response
This statement describes me
Completely Very well Somewhat Very little Not at all
value
1. I could handle a major unexpected expense
4
3
2
1
0
2. I am securing my financial future
4
3
2
1
0
3. Because of my money situation, I feel like
0
1
2
3
4
I will never have the things I want in life
4. I can enjoy life because of the way
4
3
2
1
0
I’m managing my money
5. I am just getting by financially
0
1
2
3
4
6. I am concerned that the money I have
0
1
2
3
4
or will save won’t last
Part 1 subtotal: ____________
Response
This statement applies to me
Always
Often
Sometimes
Rarely
Never
value
7. Giving a gift for a wedding, birthday or other
occasion would put a strain on my finances
0
1
2
3
4
for the month
8. I have money left over at the end of the month 4
3
2
1
0
9. I am behind with my finances
0
1
2
3
4
10. My finances control my life
0
1
2
3
4
Part 2 subtotal: ____________
Total response value: ____________

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