Worksheet 2: Talk About Money With Your Family

Directions: Have several members of your family fill out this worksheet and then compare
answers.
1. If you received $2,000 tax-free, what would you do with it?
$_________ for _____________________________
$_________ for _____________________________
$_________ for _____________________________
$_________ for _____________________________
$_________ for _____________________________
2. If you had to make a major cut in your spending, what would you cut first?
__________________________________________
3. Rank the following activities from 1 to 7, with 1 being the one you would enjoy doing the
most and 7 being the one you would enjoy the least.
_____ Family activities at home
_____ Going out to eat
_____ Exercising or outdoor recreation
_____ Spending time with friends
_____ Enjoying some quiet time to myself
_____ Participating in my hobby
_____ Shopping
4. Indicate whether you agree (A) or disagree (D) with each of the following statements.
_____ I spend too much money.
_____ Other members of my family spend too much money.
_____ Equality in family decision-making is important to me.
_____ I feel good about the way financial decisions are made in my family.
_____ I believe in enjoying today and letting tomorrow worry about itself.

_____ I always wish I had more money than I do.

5. Id like to see our family spend less money on_______________ and see more money go for
________________________.
6. What money problem is the most frequent cause of argument in your family?
__________________________________
7. What was the most sensible financial thing you have done in your family?
______________________________________________________________________
8. What was the most foolish financial thing you have done in your family?
__________________________________________________________________
9. Do you know the dollar figures that go in the following blanks?
Family take-home income is $_____________ per month.
Family monthly rent or mortgage payment is $__________ per month.
Our family spends $_____________ on food each month.
10. Buying on credit is ___________________________________