Where are you on your personal journey to creating Financial Wellness in your life?

Quiz Questions

• 1.
  What is your overall financial confidence?

  • A.
    Extremely confident!
  • B.
    Fairly confident.
  • C.
    Not very confident.
  • D.
    Not at all confident.
• 2.
  What is your level of involvement in your family’s overall financial situation?

  • A.
    Involved in every aspect!
  • B.
    Fairly involved.
  • C.
    Not very involved.
  • D.
    Not at all involved.
• 3.
  What is your awareness of your personal money beliefs?

  • A.
    I'm on it!
  • B.
    Some awareness.
  • C.
    Not much.
  • D.
    Wait... What are money beliefs???
• 4.
  What is your ability to have conversations about money with loved ones?

  • A.
    Super comfortable!
  • B.
    Fairly comfortable.
  • C.
    Not very comfortable.
  • D.
    We don't talk about it - EVER!
• 5.
  How would you rate your progress toward achieving the financial goals you've set?

  • A.
    Knocking 'em all down!
  • B.
    Hit the occasional goal.
  • C.
    Not going very well.
  • D.
    Financial goals???
• 6.
  Do you understand your net worth and what it means to you?

  • A.
    Absolutely!
  • B.
    Sort of...
  • C.
    Not really...
  • D.
    Net what?
• 7.
  What is your level of awareness around how you spend money?

  • A.
    Got it - down to the penny!
  • B.
    I have a pretty good idea.
  • C.
    Not too sure.
  • D.
    I just spend.
• 8.
  What is your level of competence around understanding your investments?

  • A.
    I know exactly what I'm invested in and why!
  • B.
    I ask questions and make an effort to learn.
  • C.
    Most of it goes over my head.
  • D.
    Absolutely no clue.
• 9.
  Do you have the types and amounts of insurance coverage you should?

  • A.
    I'm properly covered for stage of life!
  • B.
    I'm pretty sure I have the coverage I should.
  • C.
    I know I have some insurance.
  • D.
    Why do I need insurance?
• 10.
  Do you have an estate plan in place that has been communicated to the appropriate people?

  • A.
    Estate plan in place and communicated! Check and check!
  • B.
    Working on my estate plan.
  • C.
    Is a will part of an estate plan?
  • D.
    No idea what you're talking about.
• 11.
  Are you optimistic about your financial future?

  • A.
    Absolutely - I see financial freedom happening!
  • B.
    I'm on the right track, but there's more work to be done.
  • C.
    I'm not sure I'd say optimistic...
  • D.
    I'm afraid I'll become a bag lady...
• 12.
  Do you think learning more about your financial situation would reduce your stress around money?

  • A.
    I already know what I need to know - no stress here!
  • B.
    I know some things, but should learn more.
  • C.
    I definitely could benefit from gaining more knowledge.
  • D.
    HELP - my health and relationships are definitely being negatively affected by my financial stress.

Quiz Outcomes

• 1.
  You are Blissfully Unaware!

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  You appear to be oblivious of what's taking place in your financial life. While that may feel wonderful at times, it's bound to catch up with you. It's time - right now - to take steps in the right direction. You'll be glad you did! Start by paying attention to your thoughts and feelings when the topic of money comes up in conversation. Is there fear, shame, boredom? All of those are normal! Start looking back at your past and see if you can connect the dots to messages you heard growing up or that you've been telling yourself. Awareness is a great starting point!
• 2.
  You are Definitely Distressed!

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  While you aren't completely oblivious when it comes to your financial situation, you also aren't making much of an effort on this front. The more you get involved with your financial future, the better off you will be down the road, and there's no time like the present! Get engaged by starting a conversation at the dinner table tonight, call your financial advisor (if you have one) and ask a question about something you've been curious about, or my favorite - start a conversation with your girlfriends about money! You will be amazed at how much you can learn by bumping up your interest level just a little!
• 3.
  You are Casually Curious!

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  You are moving forward and increasing your knowledge, but there's still a lot to learn. With a little more concentrated effort and determination, you will find yourself feeling confident, knowledgeable and in a much better financial situation. What will it take to get you up to the next level? How do you like to learn? Is it reading a great book, listening to a podcast or participating in a community of like-minded women? Whatever it is, take the time now, while you have momentum, to look for the resource(s) that will get you there. You've got this!
• 4.
  You are Financial Focused! 

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  Congratulations! You appear to have a strong grasp of your financial situation and the concepts. I hope you are experiencing both pride and abundance. You must have a deep interest in this subject and possibly enjoy helping others learn more as well. I would encourage you to continue growing your knowledge around this topic and sharing that wisdom with your friends. You might be surprised to discover that many women don't have the same interest and awareness in this topic as you. You can help them get the courage to start to engage in this important conversation.