It could be holding you back from making decisions and getting the financial results you need so you can build the life you want.

Take this quick quiz to find out!

Are you experiencing financial anxiety in your business?

Cash Flow Confidence

How often do you worry about having enough cash to cover expenses? *

Never: I have a system that makes me confident I always have enough cash

Occasionally: I am overall confident but every now and then worry about my cash

Frequently: My business feels like feast or famine

Constantly: Every day I wonder if I can scrape together enough to get through

Revenue Consistency

How comfortable do you feel about the consistency of your business revenue from month to month? *

Very comfortable because my revenue is predictable

Somewhat comfortable because my revenue is relatively consistent

Uncomfortable because I cannot predict what’s going to come in

Discomfort because I have no idea what’s going to happen

Profitability & Pricing

Do you feel confident that your pricing and margins are creating sustainable profit? *

Yes, I know my numbers well and I am happy with my profit

I have a general idea, but I’m unsure

I’m just flying by the seat of my pants

I avoid thinking about it

Debt & Financial Obligations

How do you feel about your current business debt or financial obligations? *

Comfortable and under control

Manageable but a little stressful

Overwhelming and stressful

I try not to think about it

Financial Decision-Making

How confident do you feel when making financial decisions for your business? *

Very confident

Somewhat confident

Hesitant and unsure

I avoid financial decisions when possible

Tax & Compliance Anxiety

When tax season or financial reporting comes around, how do you feel? *

Prepared and confident, taxes aren’t a big deal

Slightly anxious but manageable, I hope for no surprises

Scrambling at the last minute

Completely overwhelmed and terrified that I made money and owe taxes

Long-Term Financial Planning

How clear is your plan for long-term financial success? *

I know what I want and what I need to do to get it, and I follow a solid plan

I have created plans, but I don’t stick to them

I don’t really have a plan I am just flying by the seat of my pants

I feel lost when thinking about the future, I just hope it all works out

Money Mindset & Emotional Impact

How often does financial stress impact your mood or personal life? *

Rarely or never

Sometimes, but I manage it well

Frequently, and it affects my day-to-day life

Constantly—it’s always on my mind

Support & Guidance

Do you have someone you trust to help you navigate financial decisions? *

Yes, I have great support and I make great financial decisions

I have some help, but I could use more because they don’t totally get me

I mostly figure it out alone

I feel completely alone when making financial decisions

Budgeting & Financial Planning

What feelings come up when you think about your business budget? *

Confidence—I have a clear budget and follow it

Some concern—I have a budget, but I don’t stick to it

Anxiety—I don’t have a clear budget, and it worries me

Overwhelmed—I avoid all things budget altogether

Sleep & Financial Worry

How often do you lose sleep over your business finances? *

Never—I feel in control

Occasionally, but not too often

Frequently—money stress keeps me up at night

Almost every night—I struggle to sleep because of financial worries

12. The Results That Matter

Are you making enough money right now to fund all your dreams? *

Yes, I draw a high salary, all my financial goals are on track, and I spend a lot of time with my family

I draw an above average salary, but it’s not enough to fund all my dreams

Financially I would be better off closing my business and working somewhere else

Not even close. I pay myself only if there’s room and it’s not enough to live on

Full Name *

Phone *

Email *

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