Are You Empowered With Your Money?

Quiz Questions

• 1.
  How confident are you with your money? 

  • A.
    I am not confident with money.
  • B.
    I feel pretty good about my money and usually know what to do.
  • C.
    I feel very confident with my money and always know what to do.
• 2.
  Which of these statements describe where you are with your money?

  • A.
    I'm getting started.
  • B.
    I feel pretty good about how I handle my money.
  • C.
    I am in control of my money and help others with their money questions.
• 3.
  Do you have a system for reviewing and monitoring your money?

  • A.
    Yes, I've got a clear framework to organize and review my financial life.
  • B.
    Sort of, I review my money every so often.
  • C.
    No, I don't have a system in place.
• 4.
  If you had to sum up your thoughts on money in one emoji, which one would it be?

  • A.
    😀
  • B.
    😎
  • C.
    😐
• 5.
  What do you think would make you more effective when it comes to your money?

  • A.
    Fine tuning my money skills.
  • B.
    Knowing where to get started.
  • C.
    Increasing my knowledge to optimize my money.
• 6.
  What quote describes how you feel about your money?

  • A.
    "The best time to plant a tree was 20 years ago. The second best time is now." - Chinese Proverb
  • B.
    "Do what you can, with what you have, where you are." - Theodore Roosevelt
  • C.
    "Know what you own, and know why you own it." - Peter Lynch
• 7.
  What has been your biggest struggle when it has come to taking control of your money?

  • A.
    Being in the right mindset to deal with my money.
  • B.
    Figuring out the best strategy to monitor my money.
  • C.
    Keeping track of all of the moving pieces.
• 8.
  You never purchase a financial product such as an insurance policy or investment without? 

  • A.
    Learning about the product.
  • B.
    Wondering what you are getting into.
  • C.
    Analyzing the pros and cons.
• 9.
  What do you think would make you more effective when it comes to money?

  • A.
    Having an effective system to review all areas of my financial life.
  • B.
    My financial products are all over the place! I'd love to have a system to organize all of my financial products.
  • C.
    Knowing where to get started.
• 10.
  What is the one thing you believe would give you a sense of accomplishment?

  • A.
    Helping others learn about money.
  • B.
    Understanding all of the moving pieces for managing my money.
  • C.
    Feeling in control of my money.
• 11.
  What is your ideal future with money? 

  • A.
    Feeling confident and in control of my money.
  • B.
    Being able to help my family and friends with their money questions.
  • C.
    Feeling relaxed and stress-free when thinking about money.

Quiz Outcomes

• 1.
  You are a financial explorer

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• 2.
  You are a financial navigator

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• 3.
  You are a financial sage

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