How do you feel about money? Money is a source of:

What are your financial goals for the short term and long term?

Save as much as possible just because

What, people have goals with money?

Stay out of debt, save as much as possible and achieve financial stability

Have "fun money" to spend freely while also taking care of my future financial self

Have amazing experiences, invest for the future, and build wealth

How do you handle financial setbacks or unexpected expenses?

Charge it to my credit card, at least I will get points

Dip into savings or emergency funds

Avoidance, as I can't do anything about it

Get help from family or friends

Confidence, I've got this. I can make more money if or when I need to

What does financial success mean to you?

Feeling financially protected now and in the future

Being debt free and comfortable, saving for my future

Being financially secure and taking care of family

Having financial independence and peace of mind

Having nice things, being able to support and help others financially, feeling financially free

What are your habits around saving and spending?

I often spend too much money and have credit card debt

I struggle to organize my finances or save money

I am responsible with my money, have a plan and save consistently for the future

I save for the future, enjoying spending money today, and know I will be ok financially

I'm a natural spender and have to force myself to save for the future

How comfortable are you with taking financial risks?

I don't know

Somewhat comfortable - I can take risks

I can comfortably balance risk and reward

Very comfortable - I embrace risks for potential rewards

Not comfortable at all - I prefer safety and predictability

Do you prefer managing your finances independently or seeking professional advice?

I fully rely on financial advisors for managing my finances

I enjoy working with abundant-minded financial professionals

I don't have enough money for a professional so I try to do it myself

I prefer handling finances on my own

I could seek professional advice but I don't need to yet

How do you view debt, and when do you think it's acceptable to take on debt?

I want to avoid it

I use debt wisely and make sure to pay off credit card balances each month

If it earns me miles to travel, I'm all for it

Debt can be used strategically for various purposes

Debt is ok, especially for education or a home

What role does money play in your overall sense of happiness and well-being?

Money contributes to my overall well-being but is not everything

Money (or fear about it) keeps me from being happy

The more money I have the happier I feel

Money is energy and I'm its director

Money helps me achieve my goals nd is a tool, it's not emotional

Have your money beliefs and behaviors been influenced by your family upbringing?

Yes, significantly. There was never enough money when I was growing up

I don't know, maybe, I need to think about that

Yes, I have learned from my upbringing and good or bad, it helps me be better today

I was never taught about money

Yes, my family taught me how to be responsible with money

How do you approach budgeting and financial planning?

I approach it with joy; I confidently spend, save, plan and invest

I don't, I'm afraid to look at my finances

I feel confident with money, I understand my cashflow and follow a plan

I have a fluid approach based on how I feel, sometimes I plan, sometimes I don't

I don't know where to start but I would like to have a financial plan

Are you comfortable discussing money matters openly with others?

No, I prefer to keep financial matters private

I prefer to be private and only talk to a financial professional

Only with close friends or family

Yes, I'm open to discussing money with anyone

Only with other growth-minded individuals

Which one of these most closely relates to your core belief about money?

Money is hard and challenging to manage

I wish I didn't have to think about money

Money is a tool, not good or bad

I'm afraid I will never have enough of it

I love money and money loves me

How do you prioritize spending between needs, wants, and saving/investing

I focus on needs and saving, then investing and wants

I go with what feels right in the moment

I don't always prioritize between needs and wants, I try to save but I don't invest

I am trying to get by month to month

Needs first, then I save and invest, then I spend on wants freely

How do you handle giving to charitable causes or supporting others financially?

I don't currently give to charity or causes, I can barely take care of myself

I give occasionally when I can

I give to charity and others when it feels right; I like to pay it forward

I give regularly but would love to give even more

I believe to give is to receive, I make giving a financial priority

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