On a scale of 1-10, how financially secure do you feel when it comes to meeting your basic needs, getting luxury items, and doing the things you want to do?
Is your current financial security level comfortable to you? If not, what can or will you do to change it?
Are there any particular items you value more than others (and so are willing to spend more on)? For example, shoes, cars, houses, going out to eat, traveling, etc.?
Are there any experiences you really want to have in the future?
Based on your life’s priorities, how much money would you want to receive each month to feel financially secure now and in the future?
What makes you feel wealthy?
All people have skills and abilities – What are three of your greatest skills or strengths that you have or would like to develop and would enjoy contributing to others through work or volunteering? What kind of work makes you feel good?
Optional: If you would like to save your answers, you can select the print option below, or enter your email address to have your responses emailed to you.
Confirmation Email
example@example.com
Print
Send me my answers.
Should be Empty: