Assess Your Relationship with Money:

How are you and money doing together? This assessment will help to determine how satisfying and effective your relationship with money really is.

Money is a pretty taboo topic. We don’t talk about it to others much, and, as a result, we often don’t think much about how we are doing with it. We tend to spend time worrying about money, rather than really looking at how we treat it. Since we will be in relationship with money for all of our lives, it’s important that we understand this relationship.

This assessment is designed to help you see how you and your money are relating. Are you good friends, or mostly strangers? Do you understand each other, or pass like ships in the night? Is there a solid foundation, or are you on shaky ground?

The questions in this assessment are straight forward. They are designed not only to see where you are, but to also help you measure progress toward a more conscious relationship with money. The responses are set up on a continuum from 1 to 5, so you always have a range of possibilities.

Once you have completed the assessment you have two choices. You can either compute your own average score and read the What Does Your Score Mean section below, or, for a more personal assessment, submit your answers by filling in your name and contact information at the end of the questions. In that case, you’ll get a response back from me with information about what the trend of your responses means. If you press TEST COMPLETE without including your email, you will NOT receive any test results, since there will be no way to know where to send them. The answers are confidential and strictly between you and I. The assessment’s sole purpose is to give you feedback on your relationship with money. Please feel free to come back and revisit the assessment, especially if you are trying to work on changing your money beliefs. Changing beliefs can be subtle, and sometimes comparing what came before with current thoughts can help you see progress.

This assessment is one of the tools that my clients and I use together. They take this assessment at the beginning of our work, and then periodically afterwards to see what changes have occurred. Additionally, we often devise several unique questions that address a client’s specific money issues or challenges, so that we can track them. It’s a valuable process.

Questions:

1.) How comfortable are you with your relationship with money?
Not at All Somewhat Very Much
 1  2  3  4  5
2.) How much do you know about what you actually spend each month?
Not at All Somewhat Very Much
 1  2  3  4  5
3.) How much do you know about your spending habits and thinking?
Not at All Somewhat Very Much
 1  2  3  4  5
4.) Are you familiar with how much debt you have?
Not at All Somewhat Very Much
 1  2  3  4  5
5.) Do you feel at ease with your earning power?
Not at All Somewhat Very Much
 1  2  3  4  5
6.) Does your debt decrease on a regular basis?
Not at All Somewhat Very Much
 1  2  3  4  5
7.) How aware are you of your history with money?
Not at All Somewhat Very Much
 1  2  3  4  5
8.) I am aware of and clear about my family’s money beliefs.
Not at All Somewhat Very Much
 1  2  3  4  5
9.) How conscious are you of the money messages and beliefs you reinforce with your behaviour around money?
Not at All Somewhat Very Much
 1  2  3  4  5
10.) How effective are you at not being distracted by negative self talk?
Not at All Somewhat Very Much
 1  2  3  4  5
11.) How happy are you with your sense of self worth?
Not at All Somewhat Very Much
 1  2  3  4  5
12.) How successful are you at believing you are financially comfortable?
Not at All Somewhat Very Much
 1  2  3  4  5
13.) How in touch are you with your values?
Not at All Somewhat Very Much
 1  2  3  4  5
14.) How satisfied are you with how you measure success?
Not at All Somewhat Very Much
 1  2  3  4  5
15.) How big do you allow yourself to dream?
Not at All Somewhat Very Much
 1  2  3  4  5
16.) Do you feel tension-free around making money?
Not at All Somewhat Very Much
 1  2  3  4  5
17.) How confident are you about what you charge?
Not at All Somewhat Very Much
 1  2  3  4  5
18.) Do you feel worry-free about losing clients?
Not at All Somewhat Very Much
 1  2  3  4  5
19.) Are you free from embarrassment about your money position?
Not at All Somewhat Very Much
 1  2  3  4  5
20.) Would you feel comfortable if people knew how you handle money?
Not at All Somewhat Very Much
 1  2  3  4  5
21.) Would it bother you if you bought something solely because it's on sale?
Not at All Somewhat Very Much
 1  2  3  4  5
22.) Do you feel comfortable with your ability to pay off debt?
Not at All Somewhat Very Much
 1  2  3  4  5
23.) How effective are you at trying to figure out how to make your money work or last?
Not at All Somewhat Very Much
 1  2  3  4  5
Your Name
 Email
Phone
 Date

WHAT DOES YOUR SCORE MEAN?

Here are some general statements about what your average score on the assessment might indicate. For a more detailed answer, submit your assessment and I will personally review it.

If your average response was somewhere in the ones, you and money are pretty much STRANGERS. Although you use money, you are not actually aware of how your money beliefs drive you. You are most likely not conscious of where it goes, how much you make, or what you might truly need. You and money remain apart and, in essence, strangers.

Suppose your scores fell generally in the twos. You have an AQUAINTANCE with money. You can talk about money and are becoming more conscious of a relationship with it. However, you still avoid really understanding your own money beliefs. You avoid the topic. Although you wish that your issues with money would somehow get better, you are reluctant to address them. Like with an acquaintance, you are reluctant to get closer.

Scoring an average in the three range means you have a growing FRIENDSHIP with money. You feel pretty comfortable with money, and may even have a certain amount of trust regarding your abilities with money. There are some rough spots, but you are working them out. As a friendship deepens, we learn more about each other, become more understanding, and more tolerant. You are learning about yourself and money.

If your average score is all the way into the fours, then you and money are really BEST BUDDIES. You are aware of your money beliefs, and are becoming successful in reframing those that don’t support you. You are experiencing a new-found power and consciousness around your money. You are encouraged by your progress. Like best buddies, you and money trust and rely on one another. You know how to create new solutions together.