Family Resource Questionnaire
Do you ever sit down with your entire family to discuss your important family goals? If so, how often do you have such meetings?
Which of the following types of goals do you include in those discussions?
Financial Goals
Educational Goals
Quality of Life Goals
Personal Goals of Individual Family Members
Do you include all members of the family or just the adults? If so, who is included and who is not included in those discussions?
Do you share concerns about financial matters with all members of your family? If so, who is included and who is not included in those discussions?
Do you allow members of you family who work to maintain separate finances from that of the family or do you include all of their income within your calculations of family resources?
Please use the following space to explain how you prioritize your projected expenses within the available resources of your family beyond necessary expenses:
Do you lay out choices of expenses for your family members based on your available resources or do you just make all the decisions about what expenses can be afforded without their input?
8. In general terms, please use the following space to describe how much you expect all of your family members to contribute to the available resources of the family and how each of your family members contributes:
9. Where your families resources sufficient to meet all of the needs of your family in the last five years. If not, please use the following space to describe which needs were not met and how those particular needs were determined to be expendable:
10. Do you consider your family's method of identifying needs and of determining which needs are essential or expandable to be successful?
11. What percentage of your total family income do you believe would be necessary to meet all of your family's current needs (i.e. 100%, 120%, 200%, etc.)?
12. Do all members of your family agree with the way you have allocated family resources? If not, have those disagreements caused any problems in your family?
13. Have you ever sought professional assistance to maximize the value of your family's resources?
14. Did you apply any formal methodology to resource identification and allocation or did you just conduct ad-hoc estimates? If you used any formal methodologies or systems, what were they?
15. What are the available resources that are available to your family currently?
