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PLEASE READ BEFORE STARTING: Welcome to the First Step In the Whimsy Explorer's Money Personality Process! . Please make a copy of this spreadsheet. You can do so by going to FILE in the top left corner. On the drop down menu you will see Make a Copy. Then take the assessment filling in your answers on the copy.
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Welcome to Your Sacred Money Archetype®️ assessment. You are going to use a ratings scale to answer the questions below. Choose the rating that has been truest for you. Be honest with yourself. Think about your whole life when answering questions and not just your current money situation. Your first response is always your best response.
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Copyright 2020 Heart of Success, Inc.
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1 = Strongly Disagree 2= Disagree 3=Neutral 4=Agree 5=Strongly Agree
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I am a generous person, often giving or loaning money to others0
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I like calculating the pros and cons of taking a financial risk0
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I often find myself coming to the aide of others, financially and otherwise
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I am willing to risk money for a potentially large financial gain0
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Despite my best efforts, something often happens to complicate my life financially0
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I secretly feel clever or even superior to others about money0
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I find myself waiting to be paid because of someone else's needs or reasons0
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I like gaining the upper hand with money0
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I love attracting money in magical or unconventional ways0
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I love spending money on things that enhance my image or give me a lot of visibility0
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Making money isn't as important to me as creating a movement, making an impact or being involved in social change0
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Always getting the best or being first — VIP seating, flying first class, getting the latest gadgets — is important to me0
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I feel a love/hate relationship with money0
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I project an image of wealth and success that often doesn't match my bank account balance0
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I believe it's greedy or not spiritual to focus too much on money0
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It's easier for me to spend money on things like jewelry, restaurants, vacations, etc. than it is for me to save money0
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I find it easy not to think about money0
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I love saving money0
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I often find myself being financially supported by others0
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I find it difficult, even painful to spend money0
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I often avoid facing money situations, hoping they will improve on their own0
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I make sure to always live below my means0
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I like it best when someone else takes care of money details for me0
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I find it difficult to trust others when investing my money0
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I love frequently spending money on things because I feel I deserve them0
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I never feel there's enough money and continue to create ways of making more0
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I don't see the point in saving money, as life is to be enjoyed now0
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I am reluctant to diversify or complicate my investments0
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Money itself doesn't feel that serious to me0
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I forgo spending money on things now, in order to invest in my future0
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I love having luxurious experiences or an abundance of items0
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I am highly ambitious and see money as a measurement of my success0
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Being of service is more motivating than having more money0
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At my most extreme the financial risks I take can put me in financial jeopardy0
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I can feel resentful that I don’t make more for all that I do0
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I am comfortable with complex financial transactions0
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If someone needs my time I'll often give it, even if I'm not being paid0
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Making money is a game I play to win0
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At my most extreme I give to the point of enabling or creating debt or putting myself at financial risk0
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Others can view my financial decisions as risky0
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I believe people with money have unfair advantages in the world0
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At my most extreme I create debt and spend lavishly in order to get attention and recognition0
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I am distrustful of people who focus too much on money0
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I am confident with day to day money management even though I may have debt or find it difficult to save or invest money0
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Any investing I do needs to be with people or companies whose ideals match my own0