Human-First Financial Reflection

1
If money were working really well in your life, what would be different?Select all that apply.
I wouldn't worry about money so much.
I'd know I could pay my bills without scrambling.
I'd be out of debt.
I'd have money set aside when something unexpected happens.
I'd be able to take time off without worrying about money.
I'd pay myself consistently.
I'd have money growing for my future.
I'd have more freedom to travel and enjoy my life.
I'd have more choices about how much I work.
I'd feel comfortable spending money on myself.
I'd be able to help the people I care about.
I'd be able to grow my business without going into debt.
I'd feel good about my future.
Something else
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If you could change ONE thing about your money right now, what would it be?* This field is required.Open response.
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Why is that important to you now? What would changing it make possible in your life?Open response.
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Which of these could you answer confidently right now, without having to do a lot of digging?Select all that apply.
How much money I personally need each month to pay for my life.
How much it costs each month to run my business.
How much my business actually made last year after expenses.
How much I pay myself.
How much debt I have and what it's costing me.
How much I have saved.
How much I have invested for my future.
How much I need to set aside for taxes.
Where most of my money went over the last 90 days.
Honestly, I'd have to look up most of this.
5
Right now, which of these are true for you?Select all that apply.
I pay my bills in full and on time.
I sometimes use credit cards or debt because the cash isn't there.
I carry credit-card or other high-interest debt.
I have money set aside for emergencies.
I have money set aside for taxes.
I save or invest money regularly.
I pay myself consistently from my business.
I sometimes put my own pay off because something else needs the money.
I have investments or retirement savings that are growing.
I make good money, but I don't seem to keep much of it.
I'm not really sure where I stand financially.
I'd rather not answer.
6
How clear are you about where you stand financially today?
I know what I earn, spend, owe, save and invest.
I know most of it, but there are some gaps.
I know the basics, but I couldn't give you the full picture.
I'm mostly guessing.
I avoid looking at some of it.
I'm really not sure where I stand.
I'd rather not answer.
7
When money comes in, what usually happens to it?Select all that apply.
I already know where it's going.
I pay the bills that are waiting.
I pay everyone else and take what's left for myself.
I put some aside for taxes.
I put some into savings or investments.
I pay down debt.
I spent some because I've been waiting to buy things.
I look at what's in the bank and decide from there.
It depends on how much came in.
I'm not really sure—it just seems to go.
8
When there isn't enough money—or a big bill shows up that you weren't expecting—what do you usually do first?
I always have enough money to pay my bills and handle unexpected expenses.
I look at the money and figure out what needs to happen.
I move money from savings.
I use a credit card or line of credit.
I moved money from somewhere that was meant for something else.
I work harder or try to bring in money quickly.
I put off paying something.
I avoid looking at it until I have to.
I ask someone else what I should do.
I panic first, then figure it out.
Something else
9
Think about the last money decision that felt BIG to you. What was the decision, and what was going through your mind when you made it?Open response.
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10
When you're making money decisions, which of these voices sound familiar?Select all that apply.
Be careful. Something could go wrong.
You can't afford that.
You deserve it. You've worked hard.
You'll figure out the money later.
You need to make more money.
Don't be selfish.
Take care of everyone else first.
You should be further ahead by now.
Don't take risks.
You have to spend money to make money.
There's always more money.
What will people think?
I trust myself. Let's look at the facts and decide.
Something else I hear.
11
When you hear those thoughts about money, whose voice does it sound like?
Mine.
My mother's.
My father's.
My spouse's or partner's.
Someone else in my family.
An advisor, accountant, coach, teacher or other authority.
It's a mixture of several people's voices.
I have no idea.
I've never thought about this before.
Other
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Imagine you unexpectedly received $50,000 tomorrow, with no taxes due on it. What would you do with it?Open response.
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Now imagine you had an unexpected $20,000 expense next month. How would you pay for it?Open response.
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14
If nothing changed over the next three years—you're making about the same amount of money, carrying about the same debt, saving about the same amount and handling money pretty much the way you do today—what would that mean for you?Open response.
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You did it! 🥳

The fact that you took the time to complete this assessment tells us something about you.

You're curious about your money and your wealth. You're open to seeing what's possible. And you're willing to look at what you might be able to change.

That's a pretty great place to start.

Now we're going to take everything you've shared and put the pieces together to create your personalized Wealth & Money Assessment.
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Where should we send your results?
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First Name
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Last NameOptional
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Email
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Phone NumberOptional
Area Code
Phone Number
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Your email is where we'll send your personalized results, so make sure it's one you check.

Your assessment takes a few minutes to create just for you, so look for it in your inbox within about 5 minutes. If you don't see it, take a quick look in your spam or promotions folder too.

And remember, your answers and your personal information are confidential and will not be shared.

I can't wait for you to see what your money has to tell you.
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Wealth Reflection
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The Human Behind Your Decisions
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Money Patterns Keeping You Stuck
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Your Hidden Money Strengths
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What Could Be Different
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Where I Would Put Your Attention Next
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Reflection Status
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Reflection Sent At
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