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money Beliefs Assessment
Understanding your money beliefs is a powerful first step toward better financial behaviors and outcomes.
Complete this quick assessment to gain insights into your beliefs about money.
why money beliefs matter
Money is never just about numbers, it’s emotional, personal, and deeply shaped by our past. From a young age, we absorb hidden beliefs about money, known as money beliefs. These beliefs run quietly in the background of our lives, influencing how we save, spend, invest, and even how we feel when talking about money.
The challenge is that most of us don’t even realise they’re there. Left unchecked, money beliefs can keep us stuck in unhelpful habits, like overspending, avoiding risk, hoarding cash, or tying our self worth to our net worth.
This quick assessment is designed to help you uncover the money beliefs influencing your financial decisions. By bringing them into the open, you’ll have the power to challenge limiting beliefs and start making money choices that truly align with your values and long term goals.
Complete the assessment below to discover your money beliefs and take the first step toward greater financial awareness.
Below are 16 statements. For each one, simply ask yourself is this:
- True for me
- Somewhat True for me
- Not True for me
Do not overthink it, your first gut reaction is usually the most accurate.
There are no right or wrong answers here. This isn’t about good or bad, it’s about awareness. The point is to get a snapshot of the beliefs that might be quietly shaping your money decisions.
Your answers are completely confidential and only used for your personal insight.
