How Financially Happy Are You? - Financially Happy

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How Financially Happy Are You?

Step 1 of 6

16%

I believe money is energy which constantly flows in and out of my life.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I know I’m surrounded by abundance.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
Money is a source of peace, purpose, and power in my life.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I believe I can be spiritual AND wealthy.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I’m really good at attracting, managing, and multiplying my money.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
Where I earn and spend my money is a representation of who I am and what I value.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I spend less than I earn and invest the rest.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I love talking about money.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I know my net worth figure and the value of my various assets and liabilities.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I create my wealth in a way that’s aligned with my values.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree

Gratitude is a non-negotiable for me and I practice daily.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I have a wealth-creation strategy that’s aligned with my goals, values, and intentions.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I invest in accountability, guidance, and support from coaches and like-minded communities.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I have a clear vision for my life and my wealth-creation strategy is designed to help me create it.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I know exactly where my money goes every month.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I have a cash flow management plan that’s designed to create a surplus each month.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I spend intentionally and in alignment with my values.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I deserve to be wealthy.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I give regularly to causes that align with my values.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I never feel guilty about spending money.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree

I never use a credit card. *
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I have intentional debt only [for example, a mortgage].*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
My financial plan is aligned with my goals.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I have a robust plan to ensure I have a wealthy retirement.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I prefer to spend on a debit card rather than a credit card.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
Each month, I give myself a personal spending budget that I spend guilt-free.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I review my expenses regularly to ensure all my regular outgoings still serve me.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I have a monthly investment budget that’s around 20% of my takehome pay.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I have money each month to spend on things that I enjoy.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I know why I’m investing and what returns I need to achieve my goals.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree

I have a Get Out Of Jail Account that will cover six months’ of expenses - just in case.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I’ve protected my lifestyle with appropriate insurances.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I know my worth and I’m not afraid to ask for it.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I’m aware of the bad habits that could sabotage my wealth-creation plan.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I track my monthly spending to ensure I stick to my budget.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I don’t spend money to escape a challenging or difficult emotion.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
My big goals feel possible because I have a robust plan to fund them.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I have an abundance mindset and believe I’ll always have more than enough.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
Money doesn’t feel like a taboo subject to me.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I have separate bank accounts for each of my goals because it makes me feel more connected to my money.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree

I feel incredible about my life right NOW.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I take advantage of how money grows exponentially.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I invest intentionally.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I love how money gives me choice and helps me feel free.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I feel connected to all my purchases.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I’ve set up my life to maximise my ability to feel the way I want. *
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I’m clear on my 3-4 core values and I express them every day.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I’m constantly on the lookout for wealth-sabotaging behaviours so I can eliminate them.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I love what my money becomes.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree
I never use money as an excuse or a reason to say no.*
- Strongly agree
- Partially agree
- Neutral
- Partially disagree
- Strongly disagree

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