Money Mindset Questionnaire
Name
First Name
Last Name
Do you feel comfortable talking about money?
No, I don't ever deal with money
Somewhat, I use money
Yes, for the most part
Yes, definitely
How do you feel about your current financial situation? (can choose more than one answer)
I'm unaware about my finances
I feel worried and can't sleep
I'm in the process of learning and want to learn more knowledge, tools and resources
I am working on a plan towards my goals
Do you have current financial goals for the next year?
No, I don't like to plan. Life just happens
What does having a financial goal mean?
Sort of, but it's vague (ex. making more money)
Yes. They are specific and I have a plan in place that I am following
How do you pay your bills?
Minimum payments only
In full every time
I try to pay on time but sometimes I forget when my payments are due
Someone else has always paid my bills for me
What is your current method for paying your bills?
Online
By mail
By telphone
Automatic withdrawal
Who do you feel should be responsible for taking care of the finances in a relationship?
Whoever is better at Math
Whoever is the most interested and cares the most
Equally shared responsibility
Neither. It's too difficult for both of us. Maybe we should pay someone else to do it
What type of investment do you currently have?
None
I ask the bank and they figure it out for me
I have an RRSP
I am a DIY investor
I do whatever my parents or friends suggest
I have a financial advisor
Other
I have a TFSA
What kind of Investor would you like to become, if you knew that anyone could learn how to invest in the stock market without paying a professional?
Still not interested, I don't like math
I don't have time. I trust someone else like a Financial Advisor to do it for me
If it's really easy, then maybe I could learn
I would strongly consider learning how to become an investor even if it requires hard work and a steep learning curve.
What is compound interest?
A foreign concept
Something that I learned about in Math class, but it doesn't apply to my life
I've heard about it in regards to Mortgages
A magical concept that develops over time and I am currently taking full advantage of it
Do you use a budget?
No, what is a budget?
I think I used one a long time ago
No, I tried budgeting in the past but it didn't work and didn't help me
I am currently using one and it's working well
I currently have a budget but it is not working for me
It is not useful to have a budget because my family and friends need to borrow money from me.
What type of Budget tool would be preferable for you to use?
Pen and paper
Spreadsheets
Cash Envelopes
Apps
All the numbers are kept in my head
What scares you the most about the future and your money?
What do you dream of using your money for?
What are your financial dreams in 5 years? and how do you plan to pay for them?
What are your financial dreams in 10 years? and how do you plan to pay for them?
What would you like your retirement to look like?
What factors do you believe contribute to your financial success?
Whether you win the lottery
Whether your parents are wealthy
A degree from a fancy Ivy league school
You and you alone
Whether you were born lucky
How likely are you to make changes in your current life so that you can make your Future self happy? Choose which statement reflect how you feel.
Future me is too hard to even picture or imagine
Future me is too demanding
I need to learn what Future Me wants first
Future me is going to be pleased with what Present me is doing now
What kind of life would you like to live?
Comfort is the highest goal
Keeping up with the latest trends and technology
Constantly learning and growing
Full of many adventures and options
Helping people by serving
What's been your greatest financial high or greatest financial achievement?
What's been your worst financial low or mistake that you have made?
What have your parents modelled well that you would like to continue modelling in your life?
What did your parents model poorly and that you want to avoid doing?
What amount of income do you think would make you happy and why? Give a dollar amount.
What kind of legacy would you like to leave your children/extended family or this world?
What do you value spending money on? Travelling experiences, clothes, cars, etc?
What type of work, home, family life do you envision for your future family? Ex. One spouse stays home and looks after the children/home or both parents work? or no children and both spouses work?
Have you ever heard of the Financial Independence Retire Early movement/group?
Yes
No
When you think of the idea of Financial Independence, what does it mean to you?
Retiring a Millionaire
Retiring earlier than 65 years old
Winning the Lottery
Being debt free so that you have plenty of options in life
Other
Math Challenge
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