Abundant tree with gold coins - Money mindset quiz

The Money Mindset Assessment

We each approach money with a mindset that falls somewhere between abundance and scarcity. This mindset influences how we make decisions, take risks, give and receive, and define what “enough” truly means.

Our money mindset changes and shifts over time. It is shaped by how we feel about money, the stories we tell ourselves about it, and how we live with it. This tool gives each of us a snapshot of where we currently are.

By understanding where we are today, we gain clarity on what needs to shift and how to reframe our beliefs and realign with where we want to go.

Part 1: Your Money Mindset

On the scale below, rate your current mindset around money:
10 = I experience money from a place of deep abundance. I trust there is more than enough for myself and others.
1 = I relate to money through a mindset of scarcity. I feel a persistent sense that there will never be enough.

Abundance Mindset vs. Scarcity Mindset

Part 2: Your Emotional Landscape

For each pair of opposing emotions below, rate your current feelings on a scale from 1 to 10.
A score of 10 reflects a strong experience of the positive emotion, while 1 reflects a strong experience of the opposing emotion.

Financially secure vs. Fear of loss

Free vs. Pressure to maintain wealth

Empowered vs. Emotionally Insecure

Optimistic vs. Burnout

Proud vs. Resentful

Fulfilled vs. Disappointed

Connected vs. Isolated

In control vs. Overwhelmed

Generous vs. Guilt

Purposeful vs. Anxiety about generational wealth

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The Money Mindset Assessment

Part 1: Your Money Mindset

Part 2: Your Emotional Landscape

Financially Secure:

Fear of Loss:

Free:

Pressure to Maintain Wealth:

Empowered:

Emotionally Insecure:

Optimistic:

Burnout:

Proud:

Resentful:

Fulfilled:

Disappointed:

Connected:

Isolated:

In Control:

Overwhelmed:

Generous:

Guilt:

Purposeful:

Anxiety About Generational Wealth:

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