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Page 10 of 10
What percentage of your income
DO
you spend on the following 5 categories of expenses (please ensure your answers add up to 100% before you continue)? For example, if you spend 50% of your income on essentials type 50.
Essentials (food, housing, insurance, etc.)
Savings and Investments
Material purchases (furniture, clothes, jewelry, etc.)
Experiential purchases (vacations, concerts/theater/films, restaurant meals)
Charitable donations (e.g., tithing, gifts made to charities and foundations, etc.)
What percentage of your income
SHOULD
you spend on the following 5 categories to have the happiest life possible (please ensure your answers add up to 100% before you continue)?
Essentials (food, housing, insurance, etc.)
Savings and Investments
Material purchases (furniture, clothes, jewelry, etc.)
Experiential purchases (vacations, concerts/theater/films, restaurant meals)
Charitable donations (e.g., tithing, gifts made to charities and foundations, etc.)
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