CFPB Financial Well Being Scale

The Consumer Financial Protection Bureau designed this scale to allow practitioners and researchers to accurately and consistently quantify, and therefore observe, something that is not directly observable–the extent to which someone’s financial situation and the financial capability that they have developed provide them with security and freedom of choice.

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Age:

How did you take the questionnaire?

Part 1: How well does this statement describe you or your situation?

Completely Very Well Somewhat Very Little Not at All

I could handle a major unexpected expense

4

3

2

1

0

I am securing my financial future

4

3

2

1

0

Because of my money situation, I feel like I will never have the things I want in life

0

1

2

3

4

I can enjoy life because of the way I’m managing my money

4

3

2

1

0

I am just getting by financially

0

1

2

3

4

I am concerned that the money I have or will save won’t last

0

1

2

3

4

Part 2: How often does this statement apply to you?

Always Often Sometimes Rarely Never

Giving a gift for a wedding, birthday or other occasion would put a strain on my finances for the month

0

1

2

3

4

I have money left over at the end of the month

4

3

2

1

0

I am behind with my finances

0

1

2

3

4

My finances control my life

0

1

2

3

4

Score

Part 1 Subtotal:

Part 2 Subtotal:

Total Response Value:

Financial Well-Being Score:

Financial Well-Being Rating:

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