Money Beliefs Inventory Questionnaire Form
Please answer the following questions to help assess your beliefs, attitudes, behaviors, and experiences related to money.
How would you describe your general attitude toward money?
*
Money is a tool for freedom
Money is a source of stress
Money is for security
Money should be enjoyed
Other
How often do you worry about your financial situation?
*
Never
1
2
3
4
Always
5
1 is Never, 5 is Always
Which best describes your spending habits?
*
I plan and track most purchases
I sometimes make impulse purchases
I rarely think before spending
Other
How regularly do you save a portion of your income?
*
Never
1
2
3
4
Always
5
1 is Never, 5 is Always
Growing up, how was money typically handled in your household?
*
Money was openly discussed
Money was a source of conflict
Money was not discussed
Money was managed carefully
Other
How much do you agree with the statement: "Money can help me achieve my goals"?
*
Strongly Disagree
1
2
3
4
Strongly Agree
5
1 is Strongly Disagree, 5 is Strongly Agree
Which of the following best describes your approach to financial goals?
*
I set clear and specific goals
I have general ideas but no specific goals
I rarely think about financial goals
Other
How much do you agree with the statement: "I feel in control of my financial situation"?
*
Strongly Disagree
1
2
3
4
Strongly Agree
5
1 is Strongly Disagree, 5 is Strongly Agree
Which factors most influence your current money beliefs? (Select all that apply)
*
Family upbringing
Personal experiences
Cultural background
Education
Media/social media
Other
Please share any personal reflections or experiences that have shaped your beliefs about money.
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