What's your Money Personality? 

Quiz Questions

• 1.
  How do you typically feel when you receive a paycheck?

  • A.
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    Excited! I can't wait to spend it all.
  • B.
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    Happy and relieved. I have my budget planned out.
  • C.
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    Indifferent. It's just money.
  • D.
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    Anxious. I worry about how to manage it effectively.
• 2.
  When it comes to shopping, what best describes your approach?

  • A.
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    I love to splurge on luxurious items.
  • B.
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    I enjoy treating myself occasionally, but I stick to a budget.
  • C.
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    I rarely spend money on non-essential items.
  • D.
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    I tend to overthink and hesitate before making purchases.
• 3.
  You unexpectedly receive a bonus at work. What's your first instinct?

  • A.
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    Spend it on something fun and spontaneous.
  • B.
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    Allocate it towards my savings or investments.
  • C.
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    It depends on the amount. I might spend some and save the rest.
  • D.
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    I feel unsure about what to do and seek advice before deciding.
• 4.
  How do you feel about creating a detailed budget?

  • A.
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    I find it restricting and unnecessary.
  • B.
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    I believe in having a budget to manage my finances effectively.
  • C.
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    I've never really thought about it.
  • D.
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    I struggle to stick to a budget and often abandon it.
• 5.
  Your friend asks to borrow a significant amount of money. What do you do?

  • A.
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    Lend it to them without hesitation.
  • B.
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    Evaluate their situation and decide whether I can afford to lend the money.
  • C.
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    Decline the request. I prefer not to lend money to friends.
  • D.
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    I feel torn and struggle to make a decision.
• 6.
  How often do you check your bank account and financial statements?

  • A.
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    Rarely. I prefer not to know the specifics.
  • B.
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    Regularly. I like to stay on top of my finances.
  • C.
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    Whenever there's a need or an upcoming expense.
  • D.
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    Occasionally, but it makes me anxious to see the numbers.
• 7.
  What is your attitude towards investing and growing your wealth?

  • A.
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    I prefer to live in the present and not worry about the future.
  • B.
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    I believe in investing wisely and planning for the future.
  • C.
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    I haven't really considered investing.
  • D.
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    I feel overwhelmed and unsure about where to start with investing.
• 8.
  How do you handle unexpected financial setbacks?

  • A.
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    Panic and stress out about it.
  • B.
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    Stay calm, assess the situation, and make necessary adjustments.
  • C.
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    I tend to ignore the problem and hope it resolves itself.
  • D.
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    I find it challenging to bounce back and struggle to recover financially.
• 9.
  How often do you save money for a specific financial goal?

  • A.
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    Rarely. I prefer to enjoy my money as I earn it.
  • B.
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    Regularly. I set goals and save accordingly.
  • C.
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    Only when I have a specific goal in mind.
  • D.
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    I struggle to save consistently and often dip into my savings.
• 10.
  What is your long-term financial goal?

  • A.
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    To live a luxurious and carefree life.
  • B.
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    To achieve financial stability and security.
  • C.
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    I haven't really thought about it.
  • D.
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    I worry about retirement and ensuring I have enough money.

Quiz Outcomes

• 1.
  The Spender

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  You have a spontaneous and carefree approach to money. You enjoy the present moment and find it easy to part with your money. While it's important to enjoy life, it's also essential to be mindful of your long-term financial goals and consider saving for the future.Here Are 3 Steps You Can Take to Improve Your Relationship with Money1. Create A BudgetImplement a budget that allows for guilt-free spending while also allocating funds for savings and long-term goals. This will help bring awareness to your spending habits and ensure that you're balancing your desires with financial responsibility.2. Set Savings GoalsEstablish specific savings goals that align with your long-term aspirations. This will help you develop a savings mindset and encourage you to set aside money for future needs or financial emergencies.3. Practice delayed gratificationChallenge yourself to delay impulsive purchases. Give yourself time to consider the necessity and value of the item. By practicing delayed gratification, you can make more mindful spending choices and avoid buyer's remorse.💵 Money Makeover 💅Find Financial Freedom With These Resources 💸👇1. Want to jump-start your finances, but you don't know where to start? Click this link to learn more about my Financial Literacy Bootcamp where you'll learn how to take control of your finances & manage your money like a CFO.2. Looking for more money resources? Join my community. Where you'll receive monthly tips on how to navigate your finances and establish a healthy relationship with money!3. Need customized resources to jump-start your financial health? Book a private consultation with me. During these sixty minutes, we'll uncover your biggest mindset hurdles when it comes to you making more money, and you'll walk away with an action plan to kick those old money stories to the curb! Wealth mindset starts here.
• 2.
  The Planner

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  You have a responsible and practical approach to money. You believe in budgeting, saving, and investing. You have a clear financial plan and strive for financial stability and security. Your organized mindset helps you make wise financial decisions and stay on track with your goals.Here Are 3 Steps You Can Take to Improve Your Relationship with Money1. Review and adjust your budget regularlyTake the time to review your budget periodically and make necessary adjustments based on changes in your income, expenses, and financial goals. This will ensure that your budget remains aligned with your current financial situation and aspirations.2. Expand your financial knowledgeInvest time in learning about personal finance, investing, and money management strategies. Expanding your financial knowledge will empower you to make more informed decisions, optimize your savings and investments, and improve your overall financial well-being.3. Automate your savingsSet up automatic transfers to a savings account or investment vehicle. Automating your savings will help you stay consistent with your savings goals, make it easier to build an emergency fund, and reduce the temptation to spend money impulsively.💵 Money Makeover 💅Find Financial Freedom With These Resources 💸👇1. Want to jump-start your finances, but you don't know where to start? Click this link to learn more about my Financial Literacy Bootcamp where you'll learn how to take control of your finances & manage your money like a CFO.2. Looking for more money resources? Join my community. Where you'll receive monthly tips on how to navigate your finances and establish a healthy relationship with money!3. Need customized resources to jump-start your financial health? Book a private consultation with me. During these sixty minutes, we'll uncover your biggest mindset hurdles when it comes to you making more money, and you'll walk away with an action plan to kick those old money stories to the curb! Wealth mindset starts here.
• 3.
  The Laid-back

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  You tend to take a relaxed approach to money. While you're not overly concerned about finances, it's important to ensure that you're not neglecting your long-term financial well-being. Take some time to consider your future goals and start planning to achieve them.Here Are 3 Steps You Can Take to Improve Your Relationship with Money1. Set specific financial goalsTake the time to define your financial goals, whether it's saving for a vacation, purchasing a home, or building an emergency fund. Setting specific goals will help you stay motivated and focused on improving your financial situation.2. Track your expensesKeep track of your expenses to gain a clearer understanding of where your money is going. This will help you identify areas where you can cut back or make adjustments, ensuring that you're making the most of your income.3. Educate yourself about financial planning Increase your financial literacy by reading books, attending seminars, or seeking advice from financial professionals. By improving your knowledge of personal finance, you can make more informed decisions, feel more confident about your financial situation, and take steps to improve it.💵 Money Makeover 💅Find Financial Freedom With These Resources 💸👇1. Want to jump-start your finances, but you don't know where to start? Click this link to learn more about my Financial Literacy Bootcamp where you'll learn how to take control of your finances & manage your money like a CFO.2. Looking for more money resources? Join my community. Where you'll receive monthly tips on how to navigate your finances and establish a healthy relationship with money!3. Need customized resources to jump-start your financial health? Book a private consultation with me. During these sixty minutes, we'll uncover your biggest mindset hurdles when it comes to you making more money, and you'll walk away with an action plan to kick those old money stories to the curb! Wealth mindset starts here.
• 4.
  The Worrier

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  You tend to worry and feel anxious about money. Financial decisions can be overwhelming for you, and you may struggle with setting and sticking to a budget. It's important to seek support and educate yourself about personal finance to alleviate your worries and gain confidence in managing your finances effectively.Here Are 3 Steps You Can Take to Improve Your Relationship with Money1. Seek financial guidanceConsider consulting with a financial advisor who can provide personalized guidance and help you create a plan to alleviate your financial worries. They can help you address your concerns, develop a strategy to manage your money, and provide reassurance.2. Establish an emergency fundBuilding an emergency fund can help ease your worries about unexpected expenses. Set aside a specific amount each month to gradually build your emergency fund, giving you a sense of security and peace of mind.3. Practice self-careRecognize that financial worries can take a toll on your overall well-being. Prioritize self-care activities that help you relax and reduce stress. This could include exercise, meditation, spending time with loved ones, or engaging in hobbies that bring you joy. Taking care of your mental and emotional health can positively impact your relationship with money.💵 Money Makeover 💅Find Financial Freedom With These Resources 💸👇1. Want to jump-start your finances, but you don't know where to start? Click this link to learn more about my Financial Literacy Bootcamp where you'll learn how to take control of your finances & manage your money like a CFO.2. Looking for more money resources? Join my community. Where you'll receive monthly tips on how to navigate your finances and establish a healthy relationship with money!3. Need customized resources to jump-start your financial health? Book a private consultation with me. During these sixty minutes, we'll uncover your biggest mindset hurdles when it comes to you making more money, and you'll walk away with an action plan to kick those old money stories to the curb! Wealth mindset starts here.