Money Archetype Questionnaire
Instructions: For each statement, rate how often it feels true for you:
1 - Never | 2 - Rarely | 3 - Sometimes | 4 - Often | 5 - Always
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Name
*
First Name
Last Name
Phone Number
*
Phone number
Format: (000) 000-0000.
Email
*
example@example.com
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Proceed
Control & Security (The Vault)
1 - Never | 2 - Rarely | 3 - Sometimes | 4 - Often | 5 - Always
I check my bank account frequently, sometimes more than once a day.
*
1
2
3
4
5
I get anxious at the thought of spending money, even on things I’ve budgeted for.
*
1
2
3
4
5
I prefer to save rather than spend, even when I can afford to enjoy myself.
*
1
2
3
4
5
I feel physical discomfort or guilt after making a big purchase.
*
1
2
3
4
5
I have a very detailed budget and I stick to it strictly.
*
1
2
3
4
5
I feel safest when I know I have a large emergency fund.
*
1
2
3
4
5
Investing feels risky — I’d rather just keep my money in savings.
*
1
2
3
4
5
I need to feel “in control” of every cent or I feel uneasy.
*
1
2
3
4
5
I often replay financial decisions in my head, worrying I made the wrong one.
*
1
2
3
4
5
I avoid fun or spontaneous experiences because I worry about the cost.
*
1
2
3
4
5
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Image & Identity (The Glow-Up)
1 - Never | 2 - Rarely | 3 - Sometimes | 4 - Often | 5 - Always
I like the way I feel when I buy something new — it makes me feel successful.
*
1
2
3
4
5
I sometimes shop or spend to boost my confidence or mood.
*
1
2
3
4
5
I want my lifestyle to reflect how hard I work.
*
1
2
3
4
5
I know my financial habits aren’t always healthy, but they make me feel in control.
*
1
2
3
4
5
I worry about money, but I still spend as a way to feel better.
*
1
2
3
4
5
I feel pressure (from myself or others) to look successful.
*
1
2
3
4
5
I often justify purchases with “I deserve this.”
*
1
2
3
4
5
I know how much is in my account, and I stress about it even after spending.
*
1
2
3
4
5
I want financial security, but I don’t want to sacrifice style or comfort.
*
1
2
3
4
5
Sometimes, I buy things to feel a sense of worth or importance.
*
1
2
3
4
5
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Emotion & Avoidance (The Dream Drencher)
1 - Never | 2 - Rarely | 3 - Sometimes | 4 - Often | 5 - Always
I avoid checking my bank balance because it stresses me out.
*
1
2
3
4
5
I often make purchases I later regret.
*
1
2
3
4
5
I spend money when I’m feeling emotional — sad, overwhelmed, or bored.
*
1
2
3
4
5
I rarely plan ahead financially.
*
1
2
3
4
5
I try not to think too much about money — it makes me feel out of control.
*
1
2
3
4
5
I often spend to distract myself from other problems or emotions.
*
1
2
3
4
5
I have subscriptions or services I never use but haven’t cancelled.
*
1
2
3
4
5
I avoid setting financial goals because they feel impossible to reach.
*
1
2
3
4
5
I don’t really know how much money I spend month to month.
*
1
2
3
4
5
I sometimes spend to “escape” reality — travel, luxury, little indulgences.
*
1
2
3
4
5
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Confidence & Action (The Ghost)
1 - Never | 2 - Rarely | 3 - Sometimes | 4 - Often | 5 - Always
I often feel like I’ll never be good with money.
*
1
2
3
4
5
I put off financial decisions because I feel overwhelmed.
*
1
2
3
4
5
I rely on others to make financial choices for me.
*
1
2
3
4
5
I’m scared to invest because I don’t feel confident enough to start.
*
1
2
3
4
5
I feel like money just isn’t my “thing.”
*
1
2
3
4
5
I don’t trust myself to make smart financial decisions.
*
1
2
3
4
5
I often tell myself “I’ll learn this later” — but never do.
*
1
2
3
4
5
I find money conversations uncomfortable or confusing.
*
1
2
3
4
5
I delegate or avoid managing my money because I feel inadequate.
*
1
2
3
4
5
I worry I’ll mess things up if I take action, so I freeze.
*
1
2
3
4
5
Submit
Vault Score
Glow-Up Score
Dream Drencher Score
Ghost Score
Final Result
Sub-result (Ignore)
Sub-result (Ignore)
Sub-result (Ignore)
Diff_Vault_GlowUp
Diff_Vault_Dream
Diff_Vault_Ghost
Diff_GlowUp_Dream
Diff_GlowUp_Ghost
Diff_Dream_Ghost
Should be Empty: