Financial Mindset Assessment
Evaluate your attitudes and behaviors around money to better understand your financial mindset.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
How would you describe your current relationship with money?
*
I feel confident and in control of my finances.
I sometimes struggle but try to stay organized.
I often feel anxious or overwhelmed about money.
Other
How often do you set financial goals for yourself?
*
Regularly (at least once a year)
Occasionally
Rarely
Never
Please indicate how much you agree with the following statements:
*
Rows
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I feel comfortable discussing finances with others.
1
2
3
4
5
I regularly track my expenses.
6
7
8
9
10
I have a plan for achieving my financial goals.
11
12
13
14
15
I am willing to take calculated risks with my investments.
16
17
18
19
20
On a scale from 1 to 10, how would you rate your overall financial knowledge?
*
Not knowledgeable
1
2
3
4
5
6
7
8
9
Extremely knowledgeable
10
1 is Not knowledgeable, 10 is Extremely knowledgeable
How do you typically react to unexpected expenses?
*
I have savings set aside for emergencies.
I use credit or loans to cover them.
I cut back on other expenses.
Other
How confident are you in your ability to stick to a budget?
*
1
2
3
4
5
Which of the following best describes your investment approach?
*
I prefer safe, low-risk investments.
I am open to moderate risk for higher returns.
I actively seek high-risk, high-reward opportunities.
I do not invest.
Please share any additional thoughts about your financial mindset or habits.
Submit Assessment
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