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Is Your Money Mindset Working for You?

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Quiz Questions

  • 1.
    I think saving and investing are pointless unless you have a lot of money to work with.
    • A.
      A. Not at all like me
      (4 points)
    • B.
      B. Generally not like me
      (3 points)
    • C.
      C. Somewhat like me
      (2 points)
    • D.
      D. Exactly like me
      (1 points)
  • 2.
    In general, I think people with lots of money have more options and opportunities in life.
    • A.
      A. Not at all like me
      (1 points)
    • B.
      B. Generally not like me
      (2 points)
    • C.
      C. Somewhat like me
      (3 points)
    • D.
      D. Exactly like me
      (4 points)
  • 3.
    I generally prefer to stay in a known situation, rather than take a chance on a new situation.
    • A.
      A. Not at all like me
      (4 points)
    • B.
      B. Generally not like me
      (3 points)
    • C.
      C. Somewhat like me
      (2 points)
    • D.
      D. Exactly like me
      (1 points)
  • 4.
    I don't mind adjusting my savings/investment strategy to fit my changing circumstances.
    • A.
      A. Not at all like me
      (1 points)
    • B.
      B. Generally not like me
      (2 points)
    • C.
      C. Somewhat like me
      (3 points)
    • D.
      D. Exactly like me
      (4 points)
  • 5.
    I will only consider safe and guaranteed investments.
    • A.
      A. Not at all like me
      (4 points)
    • B.
      B. Generally not like me
      (3 points)
    • C.
      C. Somewhat like me
      (2 points)
    • D.
      D. Exactly like me
      (1 points)
  • 6.
    I realize that I cannot expect substantial financial returns unless I am willing to accept some risk.
    • A.
      A. Not at all like me
      (1 points)
    • B.
      B. Generally not like me
      (2 points)
    • C.
      C. Somewhat like me
      (3 points)
    • D.
      D. Exactly like me
      (4 points)
  • 7.
    An obstacle to my participating in financial planning activities is that my spouse/partner doesn't really want me involved.
    • A.
      A. Not at all like me
      (4 points)
    • B.
      B. Generally not like me
      (3 points)
    • C.
      C. Somewhat like me
      (2 points)
    • D.
      D. Exactly like me
      (1 points)
  • 8.
    I often feel that I don't have enough control over the direction my life is taking. 
    • A.
      A. Not at all like me
      (4 points)
    • B.
      B. Generally not like me
      (3 points)
    • C.
      C. Somewhat like me
      (2 points)
    • D.
      D. Exactly like me
      (1 points)
  • 9.
    After making a big decision about money, I tend to worry a lot about my decision.
    • A.
      A. Not at all like me
      (4 points)
    • B.
      B. Generally not like me
      (3 points)
    • C.
      C. Somewhat like me
      (2 points)
    • D.
      D. Exactly like me
      (1 points)
  • 10.
    I often put off making financial decisions because I'm afraid of making a mistake.
    • A.
      A. Not at all like me
      (0 points)
    • B.
      B. Generally not like me
      (0 points)
    • C.
      C. Somewhat like me
      (0 points)
    • D.
      D. Exactly like me
      (0 points)
  • 11.
    I have established a specific dollar amount as a saving/investment goal.
    • A.
      A. Not at all like me
      (1 points)
    • B.
      B. Generally not like me
      (2 points)
    • C.
      C. Somewhat like me
      (3 points)
    • D.
      D. Exactly like me
      (4 points)
  • 12.
    Within the next year, I plan to start or add to my investment portfolio.
    • A.
      A. Not at all like me
      (1 points)
    • B.
      B. Generally not like me
      (2 points)
    • C.
      C. Somewhat like me
      (3 points)
    • D.
      D. Exactly like me
      (4 points)
  • 13.
    Not knowing enough about investments is a big obstacle to my involvement in financial planning activities.
    • A.
      A. Not at all like me
      (4 points)
    • B.
      B. Generally not like me
      (3 points)
    • C.
      C. Somewhat like me
      (2 points)
    • D.
      D. Exactly like me
      (1 points)
  • 14.
    I rate my level of understanding of investment types and financial planning principles as...
    • A.
      A. Expert
      (4 points)
    • B.
      B. Advanced
      (3 points)
    • C.
      C. Know the basics
      (3 points)
    • D.
      D. Little or nothing
      (1 points)

Quiz Outcomes

  • 1.
    0 to 13 points:
    Result 1
    0-13 Points: The Danger Zone Don’t despair, but don’t just sit there either. One of the biggest obstacles to taking charge of your financial life is also the easiest to overcome: lack of knowledge. Learning more about how to manage your money will help you gain a sense of control over the direction your life is taking and increase your confidence in making financial decisions. We have a variety of options to help you increase your knowledge on FWP website from books and articles to a private club where you can interact with like-minded people. Check them out and contact us if you would like our help.
  • 2.
    14 to 26 points:
    Result 2
    14-26 Points: The Caution Zone Your biggest challenge may be deciding that you want to take control of your financial life. Increasing your knowledge of the basics should help change your attitude toward money and teach you better ways to make financial decisions by using both fact and feeling. Avoid falling into the danger zone. Work to increase your skills now! Check out the resources on the FWP website and contact us if you would like out help.
  • 3.
    27 to 39 points:
    Result 3
    27-39 Points: The Comfort Zone This is a great place to be but don't stop here. You are far ahead of many others and you should be proud. However, you’re going to need to make financial planning a top priority to make sure that complacency doesn’t keep you from achieving financial security. If you begin to work more toward mastering some of the skills and knowledge that are required for successful financial planning, you may find you actually enjoy it more.
  • 4.
    40 to 52 points:
    Result 4
    40-52 Points: The Action Zone Congratulations! You're in the Action Zone! You are accomplished at managing your money or well on your way to getting there. If for some reason (procrastination? lack of confidence?) you haven’t jumped all in, do so now because you’re ready.