Discover Your Financial Journey

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This assessment is created to take a deep dive into your financial journey. We will take a look at some challenges and points that will be discussed to ensure your financial journey is holistic. Lets take a dive into how past perspectives, traumas and beliefs affect your current relationship with money.

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What are 3-5 words that come to mind when you hear the word "Budget"?

What is your personal belief about money? (Ex. "Money is the root of all evil")

Share expressions, limiting beliefs and/or behaviors you've taken from your parents and/or caregiver regarding money? (Ex. My parents told me to never have a credit card)

How were you taught about money/ finances, savings, budgeting, bank accounts and credit?

Learned from school such as economics class or business class

My parents, grandparents, family and friends taught me about finances

I learned through my own research of reading, social media, asking questions, YouTube, Google

No formal teaching I just learned as I went through life and listened to others suggestions

All The Above

Clear selection

I feel worthy, and I believe that I should have financial freedom

Strongly disagree

Disagree

Neutral

Agree

Strongly agree

Clear selection

What is the most prominent memory you have regarding finances/money?

Describe your relationship with money and how it affects your overall well being, self esteem and family dynamics.

Describe your relationship with money and how it affects your business dynamics.
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Why did you choose to embark on this financial journey?

A copy of your responses will be emailed to the address you provided.

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