This exercise is designed to help us learn more about your money history, beliefs, and patterns in order to gain a better understanding of your current financial life.
Click the button below to start.
Question 1 of 14
Growing up in your family, was money mainly used to reward, punish, survive, impress, control, help others, have fun, buy love, reach goals, or ____?
Question 2 of 14
In your family, was money an "issue"? A course of conflicts? A tool for achieving?
Question 3 of 14
As a child, what was the most important lesson you learned about money?
Question 4 of 14
As an adult, what has been the most important lesson you learned about money?
Question 5 of 14
What do you want money to give you?
Question 6 of 14
What money habits have brought you closer to your life goals?
Question 7 of 14
What money habits have been obstacles to reaching your life goals?
Question 8 of 14
What or who has most influenced your financial philosophy? How and why?
Question 9 of 14
My biggest regret with money is...
Question 10 of 14
My struggles with money have a lot to do with...
Question 11 of 14
My fears with money have a lot to do with...
Question 12 of 14
What do you want your new experiences with money to look like?
Question 13 of 14
What changes are you willing and unwilling to make with money?
Question 14 of 14
What would it mean to you if you made more money?