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YOUR MONEY-STYLE ASSESSMENT
Please select only one answer for each question. Please answer all questions.
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1. I am a generous person, often giving or loaning money to others.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
2. I like calculating the pros and cons of taking a financial risk.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
3. I often find myself coming to the aide of others, financially and otherwise.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
4. I am willing to risk money for a potentially large financial gain.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
5. Despite my best efforts, something often happens to complicate my life financially.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
6. I secretly feel clever or even superior to others about money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
7. I find myself waiting to be paid because of someone else's needs or reasons.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
8. I like gaining the upper hand with money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
9. I love attracting money in magical or unconventional ways.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
10. I love spending money on things that enhance my image or give me a lot of visibility.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
11. Making money isn't as important to me as creating a movement, making an impact or being involved in social change.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
12. Always getting the best or being first - VIP seating, flying first class, getting the latest gadgets - is important to me.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
13. I feel a love/hate relationship with money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
14. I project an image of wealth and success that often doesn't match my bank account
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
15. I believe it's greedy or not spiritual to focus too much on money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
16. It's easier for me to spend money on things like jewelry, restaurants, vacations, etc. than it is for me to save money
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
17. I find it easy not to think about money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
18. I love saving money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
19. I often find myself being financially supported by others.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
20. I find it difficult, even painful to spend money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
21. I often avoid facing money situations, hoping they will improve on their own
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
22. I make sure to always live below my means.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
23. I like it best when someone else takes care of money details for me.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
24. I find it difficult to trust others when investing my money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
25. I love frequently spending money on things because I feel I deserve them.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
26. I never feel there's enough money and continue to create ways of making more.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
27. I don't see the point in saving money, as life is to be enjoyed now
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
28. I am reluctant to diversify or complicate my investments.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
29. Money itself doesn't feel that serious to me.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
30. I forgo spending money on things now, in order to invest in my future.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
31. I love having luxurious experiences or an abundance of items.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
32. I am highly ambitious and see money as a measurement of my success.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
33. Being of service is more motivating than having more money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
34. At my most extreme the financial risks I take can put me in financial jeopardy.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
35. I can feel resentful that I don't make more for all that I do.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
36. I am comfortable with complex financial transactions.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
37. If someone needs my time I'll often give it, even if I'm not being paid.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
38. Making money is a game I play to win.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
39. At my most extreme I give to the point of enabling or creating debt or putting myself at financial risk.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
40. Others can view my financial decisions as risky.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
41. I believe people with money have unfair advantages in the world.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
42. At my most extreme I create debt and spend lavishly in order to get attention
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
43. I am distrustful of people who focus too much on money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
44. I am confident with day to day money management even though I may have debt or find it difficult to save or invest money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
45. Any investing I do needs to be with people or companies whose ideals match my own.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
46. I love to stand out in the crowd and will use my purchases to help make that happen.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
47. At my most extreme I am financially supported by someone (or something else, like a business, a spouse, a parent or a credit card) yet feel resentment or that the situation is unfair.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
48. Being recognized for giving big to charities or social causes is important to me.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
49. I wish I didn't have to think about making or managing money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
50. At my most extreme I limit my opportunities because of my fear of spending or investing money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
51. I have faith that somehow, things will always work out financially.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
52. I love buying things on sale, closeouts or used items so I know I'm getting the best deal.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
53. I don't feel a strong connection to money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
54. Saving a lot of money makes me feel safe and protected.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
55. At my most extreme I feel overwhelmed or even helpless about money and wish the need for money would just disappear.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
56. I feel a strong emotional connection to money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
57. I believe in living the good life, no matter what it costs.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
58. At my most extreme I am never satisfied with how much money I have and drive myself relentlessly to create more.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
59. I figure since you can't take it with you, money is to be spent now.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
60. I am typically decisive regarding money and its management.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
61. Money itself doesn't feel that serious to me.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
62. I believe I'll be happy when I have more money (even though what I have now is more than I've had before).
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
63. At my most extreme, I spend money impulsively.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
64. I fear losing control of or power over my money.
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STRONGLY AGREE
AGREE
NEUTRAL
DISAGREE
STRONGLY DISAGREE
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