What words and feelings come to mind for you when you think about investments?
Have you heard about financial investing? From whom did you hear or learn about financial investing?
Are you aware of financial investments in the stock market made by your municipality, congregation, or other organization in which you potentially have a voice?
Have you been in a leadership position in your congregation or another organization where you needed to understand something about financial investments in the stock market? How did you learn what you needed to know?
Were you aware of whether people in your family of origin made financial investments? What were you told about their experiences?
If you have invested your money, what was the first investment you ever made? What became of it?
What have been the most significant financial investments in your life?
Have you ever made or lost a significant amount of money (significant to you) through investments? Has any organization (or municipality) to which you belong made or lost a significant amount of money through investments?
If you invest, what have been the most important factors in selecting your personal investments?
How does your level of comfort with your ability to provide for future financial needs influence your current money behavior?

Handout 1: Financial Investment History Questions