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Your Money Values
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My money beliefs
I am ashamed of my financial status or decisions.
I believe that money will assure me happiness or increase my status.
I feel I don't deserve wealth or that being wealthy is selfish.
I fear I'll never be financially secure or have enough.
I believe I’m just not good with money or not smart enough to invest.
I embrace frugality. I am too frugal. I want to learn to embrace abundance and gratitude.
Helping support loved ones or charity is important to me.
What purpose does money serve in my life? What IS money, to me?
Your answer
When has money had the most positive impact in my life?
Your answer
When has money had the most negative impact in my life?
Your answer
If I could change one thing about my belief system or relationship with money what would it be?
Your answer
My money style: I'm more like
Refer to your course materials for descriptions of these personas.
Planner Paul
Deprivation Dinesh
Investor Irma
FIRE Freddie
Dreamer Darnell
Legacy Larry
Philanthropic Peggy
Fancy Nancy
Other...
My aspirations for life I never want to retire from include:
Working full time as long as I can while maintaining my lifestyle.
Ending work as soon as I can while maintaining my lifestyle.
Taking a sabbatical while maintaining my lifestyle.
Reducing the time I spend working while maintaining my lifestyle.
Increasing my income.
Increasing my savings.
Increasing my giving.
Increasing my secure income from Social Security, pensions, or annuities.
Increasing the time I spend on leisure activities.
Increasing the time I spend with my loved ones.
Increasing the time I spend on my overall well being.
Increasing the time I spend on my physical health.
Other:
What does money mean to me?
The means to accelerate my dreams.
The means to support the people that are important to me.
The means to nourish the causes that are important to me.
Intentional spending so that my life can revolve around the things that I value.
Intentional investing by choosing assets that build wealth over purchases that do not.
Responsible stewardship of my assets.
Living a life of abundance aligned with my deepest values and intentions.
Knowing how much is "enough."
Other:
Am I wealthy?
I have enough money to meet my needs, wants and wishes.
I have "enough" in comparison to my peers and/or where I live.
I know I can leave a legacy for my heirs or my charitable goals.
I have more time to devote to my personal relationships and interests.
I'm able to maintain a lifestyle that supports my health and longevity.
I don't feel stressed about my financial situation or status.
I know I have a realistic plan.
Other:
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