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Types of Debt
Other Tools
Guides
- Find the right help
- From Roaches to Rentals – Jason’s story
Blog
Contact us

Financial Beliefs

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etc.) Obstacles influenced

Immediate Financial Goal

Long Term Financial Goal

Financially speaking, I am most happy when:

Financially speaking, I am most stressed when:

I believe that my financial situation is primarily influenced by my own actions.

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0 = Strongly Disagree, 10 = Strongly Agree

Financial secuirty is more important to me that having luxury Items.

Selected Value: 0

0 = Strongly Disagree, 10 = Strongly Agree

I am comfortable discussing financial matters with my partner or family.

Selected Value: 0

0 = Strongly Disagree, 10 = Strongly Agree

I feel comfortable managing and paying off debt.

Selected Value: 0

0 = Strongly Disagree, 10 = Strongly Agree

I feel confident in my ability to make sound investment decisions.

Selected Value: 0

0 = Strongly Disagree, 10 = Strongly Agree

I find it easy to save money rather than spend it.

Selected Value: 0

0 = Strongly Disagree, 10 = Strongly Agree

I often make impulsive purchases without much thought.

Selected Value: 0

0 = Strongly Disagree, 10 = Strongly Agree

Thinking about money often causes me stress or anxiety.

Selected Value: 0

0 = Strongly Disagree, 10 = Strongly Agree

Money issues are causing problems in my relationship.

Selected Value: 0

0 = Strongly Disagree, 10 = Strongly Agree

I want to be able to communicate better with my partner about money but don’t know how.

Selected Value: 0

0 = Strongly Disagree, 10 = Strongly Agree

I believe that my financial situation is primarily influenced by my own actions.

Which of these best describes your family in your childhood years?

My parent(s) clearly had more money than average people.
My parent(s) did pretty good financially, and could afford to give me most things I wanted.
My parent(s) did ok financially but they had to say no to some expensive requests.
My parent(s) struggled to make ends meet, but basic needs were met.
My parent(s) used government assistance at some points.

Which of these best describes your parents?

My parent(s) were very frugal and always prioritized saving over spending.
My parent(s) strongly believed in avoiding debt and only bought things they could pay for in cash.
My parent(s) were proactive about investing and planning for long-term financial security.
My parent(s) were generous with their money and often spent freely on themselves and others.
My parent(s) rarely discussed money matters openly and kept financial details private.

1. Family Background- How did your family handle money when you were growing up? What lessons did you learn from them about saving, spending, and managing finances?

2. Education - What kind of financial education did you receive in school, family, or from other sources? How has this education impacted your financial decisions?

3. Personal Experiences - Have there been any significant events in your life that have strongly influenced your financial mindset? (e.g., job loss, inheritance, large debt, etc.)

4. Attitudes Toward Money - How do you feel about money in general? Is it a source of stress, security, freedom, etc.?

5. Financial Success - How do you define financial success for yourself? What does it look like?

6. Spending and Saving - What are your thoughts on the balance between spending and saving? How do you make decisions about this balance in your own life?

7. Challenges and Obstacles - What do you see as the biggest challenges or obstacles to achieving your financial goals? How do your beliefs about money play a role in these challenges?

8. Emergencies – How do you handle financial emergencies in your family?

9. Decision making – How do you make financial decisions in your family?

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Habits Spreadsheet

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