The document is a self‑assessment tool created by Louis Barajas, branded as a Financial Life Healer resource. It presents a 17‑item checklist titled “Financial Satisfaction Survey™” where respondents rate their satisfaction on a 1‑3‑5 scale (Not Satisfied, Moderately Satisfied, Very Satisfied) or mark N/A for each financial domain. The domains cover income, ability to meet obligations, debt level, spending habits, savings for children, support to extended family, savings for future goals, investment choices, retirement savings, tax‑planning, life‑insurance protection, estate plan and fiduciary selection, financial education, emotional response to finance issues, communication about money, and ease of accessing financial documents. The survey is intended to help individuals gauge their overall financial wellbeing and identify areas needing attention. The footer includes the website LOUISBARAJAS.COM.
Topics
Holistic Financial Well‑Being Assessment Framework
A 17‑item checklist that captures satisfaction across income, debt, savings, investments, insurance, estate planning, education, emotions, communication, and document access.
Standardized Satisfaction Rating Scale (1‑3‑5 + N/A)
The survey uses a four‑option response set: Not Satisfied (1), Moderately Satisfied (3), Very Satisfied (5), and Not Applicable, providing a simple quantitative measure for each domain.
Branding as a ‘Financial Life Healer’
The document is authored and branded by Louis Barajas, positioning the survey as part of a broader personal‑finance coaching identity.