Sacred Money Archetypes (SMA)
Discover your primary archetype influencing your money management
Rate the following statements following your gut. In each section, you will add the columns as follows:
Strongly Disagree - 1point, Disagree - 2 points, Neutral - 3 points, Agree - 4 points & Strongly Agree - 5 points
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Nurturer
Strongly DIsagree-1
Disagree-2
Neutral-3
Agree-4
Strongly Agree -5
I am a generous person, often giving or loaning money to others
I often find myself coming to the aide of others, financially and otherwise
Despite my best efforts, something often happens to complicate my life financially
I find myself waiting to be paid because of someone else's needs or reasons
Being of service is more motivating than having more money
I can feel resentful that I don’t make more for all that I do
If someone needs my time I'll often give it, even if I'm not being paid
At my most extreme I give to the point of enabling or creating debt or putting myself at financial risk
Add Columns for Totals
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Total:
0
/
40
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Maverick
Strongly DIsagree-1
Disagree-2
Neutral-3
Agree-4
Strongly Agree -5
I am willing to risk money for a potentially large financial gain
I like calculating the pros and cons of taking a financial risk
I secretly feel clever or even superior to others about money
I like gaining the upper hand with money
At my most extreme the financial risks I take can put me in financial jeopardy
I am comfortable with complex financial transactions
Making money is a game I play to win
Others can view my financial decisions as risky
Add Columns for Totals
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Total:
0
/
40
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Alchemist
Strongly DIsagree-1
Disagree-2
Neutral-3
Agree-4
Strongly Agree -5
I love attracting money in magical or unconventional ways
Making money isn't as important to me as creating a movement, making an impact or being involved in social change
I feel a love/hate relationship with money
I believe it's greedy or not spiritual to focus too much on money
I believe people with money have unfair advantages in the world
I am distrustful of people who focus too much on money
Any investing I do needs to be with people or companies whose ideals match my own
At my most extreme I am financially supported by someone (or something else, like a business, a spouse, a parent or a credit card) yet feel resentment or that the situation is unfair
Add Columns for Totals
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Total:
0
/
40
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Celebrity
Strongly DIsagree-1
Disagree-2
Neutral-3
Agree-4
Strongly Agree -5
I love spending money on things that enhance my image or give me a lot of visibility
Always getting the best or being first —VIP seating, flying first class, getting the latest gadgets — is important to me
I project an image of wealth and success that often doesn't match my bank account balance
It's easier for me to spend money on things like jewellery, restaurants, vacations, etc. than it is for me to save money
At my most extreme I create debt and spend lavishly in order to get attention and recognition
I am confident with day to day money management even though I may have debt or find it difficult to save or invest money
I love to stand out in the crowd and will use my purchases to help make that happen
Being recognized for giving big to charities or social causes is important to me
Add Columns for Totals
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Total:
0
/
40
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Connector
Strongly DIsagree-1
Disagree-2
Neutral-3
Agree-4
Strongly Agree -5
I find it easy not to think about money
I often find myself being financially supported by others
I often avoid facing money situations, hoping they will improve on their own
I like it best when someone else takes care of money details for me
I wish I didn't have to think about making or managing money
I have faith that somehow, things will always work out financially
I don’t feel a strong connection to money
At my most extreme I feel overwhelmed or even helpless about money and wish the need for money would just disappear
Add Columns for Totals
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Total:
0
/
40
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Accumulator
Strongly DIsagree-1
Disagree-2
Neutral-3
Agree-4
Strongly Agree -5
I love saving money
I find it difficult, even painful to spend money
I make sure to always live below my means
I find it difficult to trust others when investing my money
At my most extreme I limit my opportunities because of my fear of spending or investing money
I love buying things on sale, closeouts or used items so I know I'm getting the best deal
Saving a lot of money makes me feel safe and protected
I feel a strong emotional connection to money
Add Columns for Totals
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Total:
0
/
40
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Romantic
Strongly DIsagree-1
Disagree-2
Neutral-3
Agree-4
Strongly Agree -5
I love frequently spending money on things because I feel I deserve them
I don't see the point in saving money, as life is to be enjoyed now
Money itself doesn't feel that serious to me
I love having luxurious experiences or an abundance of items
I believe in living the good life, no matter what it costs
I figure since you can't take it with you, money is to be spent now
My purchases make me feel better about myself
At my most extreme, I spend money impulsively
Add Columns for Totals
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Total:
0
/
40
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Ruler
Strongly DIsagree-1
Disagree-2
Neutral-3
Agree-4
Strongly Agree -5
I never feel there's enough money and continue to create ways of making more
I am reluctant to diversify or complicate my investments
I forgo spending money on things now, in order to invest in my future
I am highly ambitious and see money as a measurement of my success
At my most extreme I am never satisfied with how much money I have and drive myself relentlessly to create more
I am typically decisive regarding money and its management
I believe I'll be happy when I have more money (even though what I have now is more than I've had before)
I fear losing control of or power over my money
Add Columns for Totals
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Total:
0
/
40
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