Understand the past. Reclaim the present. Shape your financial future.
Take this 5-minute guided quiz to reflect on the beliefs, patterns, and experiences that shape your relationship with money.​
​
Money isn't just numbers - it's a narrative.​
​
Whether you're a rising professional or building a legacy, your financial behavior is rooted in your earliest experiences. Your money story reveals the emotional, psychological, and generational factors that influence your decisions.
​
This quiz invites you to pause and reflect - no scoring, no judgment - just awareness and insight.
What to Expect:​
-
12 thoughtful questions
-
Personalized results via email.
-
Bonus download: Money Story Reflection Guide.
Estimated Time: 5-7 minutes
​
What to make a change - not just notice a pattern?
​
If this quiz sparks something in you, you're not alone. I work with clients who are ready to align their finances with their values, reshape inherited beliefs, and write a new chapter in their money story. I'll be reaching out with an opportunity to schedule a free 20-minute money story exploration meeting. Keep an eye on your inbox for this invitation as well as other useful tools and exercises.
Money Story Quiz
Instructions: Complete each question to the best of your ability.
1. I feel anxious when I think about spending money, even on things I need.
2. I find it easier to save than to spend.
3. I often worry about running out of money, no matter how much I have.
4. I enjoy buying things to celebrate accomplishments or boost my mood.
5. I sometimes spend money impulsively, then regret it later.
6. Treating myself with purchases makes me feel valued.
7. I avoid looking at my bank account or financial statements.
8. I feel overwhelmed or paralyzed by financial decisions.
9. I tend to procrastinate when it comes to budgeting or planning.
10. I like to use money to create a sense of success or social standing.
11. I compare my financial situation or lifestyle with others.
12. I believe that earning more money will solve most of my problems.