"Unlock Your Financial Genius: Transform Your Finances with Your Unique Money Personality"

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Quiz Questions

1.
What famous money person would you most likely be besties with?
- A.
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  Gordon Gekko on Wall Street. You are wealthy and shrewd with money and you know your way around the stocks and shares.
- B.
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  Forrest Gump. You don't know what's in your bank account, and it's not necessary as long as you are taken care of.
- C.
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  Bruce Wayne. You use all your money to fund your lifestyle but you are very generous and give back to the community.
- D.
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  Bridget Jones. You just want the simple life, enough money to see friends and a job that's not too taxing to support your easy going life.
- E.
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  Marty McFly. You want adventures, but you also want to spend your money looking after your family and make memories
2.
You suddenly have a big win in the lottery. After spending money on all you want - what would you do?
- A.
  Protect your loved ones and help as many people as you can financially so you positively impact the world.
- B.
  Take a few risks and invest in some high-stakes opportunities. After all, you can afford to take the risk.
- C.
  Ask your family to take care of things. You want to enjoy life and keep it uncomplicated.
- D.
  You would invest for your retirement, looking for growth opportunities to build your financial empire.
- E.
  Spend Spend Spend! on luxury items that make you feel great, and enjoy all the good things in life.
3.
What’s your idea of a great night out?
- A.
  A night out, that I feel I've earned after saving for a while. The celebration is just that much sweeter after being anticipated for so long.
- B.
  I don’t have time for a night out! I am too busy working to pay for the things that are more important!
- C.
  One where I splurge and enjoy some of the finer things that life can bring, but I like to only party on the weekends. I don't really worry about the cost.
- D.
  A quiet night in with great friends, home cooking, where we play games or do something inexpensive.
4.
Have you ever met with a financial advisor?
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- A.
  Oh, I’ve thought about it, but I feel like that’s for people with “extra money.”
- B.
  Gosh yes! I need all the advice I can get!
- C.
  Not really. I'm not particularly eager to discuss money.
- D.
  I have a specialist advisor. I would even count him as a friend now.
5.
How would you best describe your upbringing around the topic of money
- A.
  Open and understanding, we always discussed money as a positive catalyst for change and transformation.
- B.
  Easygoing, my parents trusted me to make my own choices and decisions around money. We never discussed it.
- C.
  We always talked openly about money and discussed the family budget and reducing bills altogether.
- D.
  They taught us to take risks to grow our money and pay attention to the numbers, which would help us to save for what we want.
- E.
  Money was scare and was always a taboo subject in our house
6.
How prepared are you for a rainy day? (money put aside for emergencies)
- A.
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  It's raining now - pass the Umbrella.
- B.
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  I have a rainy day contingency fund.
- C.
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  Rain or shine, I will be fine, I can always take on some extra work.
- D.
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  I will worry about it when it happens.
7.
What did you do with your birthday money when you were a little kid?
- A.
  Every penny went into my piggy bank. Every. Single. Penny. I had my eye on it until I could finally afford that treat.
- B.
  I found a way to make it earn me more money. There was great money in buying packs of baseball cards and then selling them individually.
- C.
  I treated myself to something small and squirrelled the rest of it away so I’d have something later.
- D.
  I spent it as soon as I got it. I wanted to keep up with my friends.
8.
What will retirement look like for you?
- A.
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  Living the dream! Enjoying the ease of high yield investments and compound interest.
- B.
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  Quiet and simple, without a whole lot of fancy expenses and frills.
- C.
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  Relaxing Hard - Travelling the world after working hard to finally enjoy all the free time.
- D.
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  I will worry about it when i get there. It's too far away at the moment
- E.
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  I am already retired and it's too late to change anything.
9.
What are your thoughts about money and the world?
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- A.
  It could bring about positive change, but I have a love-hate relationship with it.
- B.
  I am knowledgeable about money. Complex deals don't phase me. Numbers are my jam.
- C.
  I generally ignore it as long as I have enough for everything I want. Money can take care of itself.
- D.
  I am optimistic and believe I will have enough money, but I get overwhelmed if my partner goes into too many details.
- E.
  I love generating wealth and work hard to create the life I want.
10.
Do you have enough money to live the life you want? Pick one
- A.
  Yes, I am self-employed and I love what I do
- B.
  I am in a senior role and live to my means
- C.
  I am retired but have savings and a pension
- D.
  I am an entrepreneur and struggling to make ends meet
- E.
  I am employed but don't earn enough to survive
- F.
  I am retired, unemployed or don't work and struggle financially

Quiz Outcomes

1.
YOUR MONEY PERSONALITY IS THE EMPEROR
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You have discovered your inner empire builder and taken control of your finances, creating an empire where your finances are thriving. You are innovative and follow exciting growth opportunities.Your money challenges are:Not indulging in enjoying life 'in' the momentBeing unrealistic about how much it would take to retireNever feeling there's enough money It isn’t hard to put aside money for your investments when you see the rewards in pounds. With the occasional generous decision, you know you will prosper.You and your financial advisor are on first-name terms. In fact, they have become a friend.Empowering Money Mindset.I fulfil my destiny by achieving prosperity, working hard and leading with grace and ease.Most investments require a long-term commitment to see any real growth, and you don’t want to take your money out too early, even when you need cash flow to help with an emergency or a much-needed holiday.A well-rounded portfolio is excellent, but if you’re counting on it for your retirement, how will you enjoy life until you reach your golden leisure years?The Emperor is you if You never feel satisfied there is enough, continually challenging yourself to put more aside or achieve higher financial goals.Your business dominates most of your time and attention.You hide feeling not good enough behind over-achieving, ambition and a quest for more. You thrive on creating, innovating and building something of lasting value. You believe what you are creating now will bring you happiness in the future, often driving you to overwork.You are a natural and passionate leader. People want to follow you, giving you the prestige and reputation you desire. “Compound interest is the 8th wonder of the world. He who understands it earns it. He who doesn’t pay it.” – Albert EinsteinHey there, ruler of your finances! I'm Kaidi Bowen, financial well-being coach, leadership trainer, and all-around life coach. My speciality is teaching people how to make their future dreams become a reality. I'm an expert in helping working professionals be more confident, overcome their fears, change their beliefs and learn how to manage their money by creating new habits, planning for the future, and making the best decisions they can today. If you used an email you don't access regularly, send me an email for your action plan to contact@ukcoachtraining.com
2.
YOUR MONEY PERSONALITY IS A CONNECTOR
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YOU ARE NOT OVERLY STRESSED ABOUT MONEY. YOU HAVE FAITH AND OPTIMISM THAT ALL WILL WORK OUT AND YOU DON'T FEEL COMPELLED TO KEEP UP WITH OTHERSYou have a love of staying in and an empowering money mindset, "the more comfortable I get with money, The more empowered I will feel" Not one to make big financial moves, your saving superpower is the stealthy type – saving by choosing a frugal lifestyle and minimal needs over big earnings and lavish luxury.Not to say that you don’t know how to have some fun! There’s a Play Money section in your monthly budget, and you get plenty of joy and satisfaction when you comfortably splurge within the limits of your allowance.But saying ‘No’ isn’t the only way to save money and plan for the future.And money isn’t the only way to find value in life. Studies have shown that a life rich in experiences brings a greater wealth of happiness than just money can alone.The Connector is you if: Connecting with others brings you joy. Your connection to others helps you create long-term relationships that can generate money.You are happy when someone else is making financial decisions for you You wish you didn't have to think about making or managing moneyYou care more about heart-to-heart connection than about making money You believe that somehow you will always be taken care of when it comes to money, but you are not sure how.“The goal isn’t more money. The goal is living life on your own terms.” – Chris BroganYOUR MONEY CHALLENGES Lack of financial independence Not feeling empowered to make money decisionsEasily overwhelmed by basic financial dealingsCould be taken advantage of financially YOUR MONEY MINDSET GOALThe more comfortable I get with money, the more I empower myself.Hey there, connector! I'm Kaidi Bowen, financial well-being coach, leadership trainer, and all-around life coach. My speciality is teaching people how to make their future dreams become a reality. I'm an expert in helping working professionals be more confident, overcome their fears, change their beliefs and learn how to manage their money by creating new habits, planning for the future, and making the best decisions they can today.££ Invest in You ££Check out these resources to fire up your finances!1. UK Coach Training Insta. I share life hacks and strategies that help you, sharing daily empowerment messages2. Download HERE my “Money Mindset Workbook” I share my straightforward ways to overcome your money mindset hangups and change your relationship with your bank account.3. Take it easy and learn to do one financial planning task at a time. Start with Banking, then move on to savings and start understanding what, where and how it is being looked after, 💸Fund Financial Freedom💸Now that you've got some insight into how you avoid money check your inbox for your quiz results. You'll also get my printable guide to managing your budget and realising your money goals.Since money is an important aspect of empowering yourself, why not focus a portion of your time on educating yourself about all your basic financial needs?“Don’t tell me what your priorities are. Show me where you spend your money, and I’ll tell you what they are.”—James W. Frick
3.
YOUR MONEY PERSONALITY IS NOSTALGIC
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Piggy banks were totally your jam as a kid. There was nothing you loved more than saving your paper route money and allowance for a big ticket item that you had your eye on. The feeling of pride you got when you finally popped the plug on your porcine pottery and purchased your prize… there isn’t a bank account big enough to hold that kind of satisfaction.You believe there will always be more moneyYou believe in supporting the economy You are generous with others Your Money Challenges Flamboyant spending You like beauty, luxury, possessing nice thingsIgnoring or avoiding anything to do with finances Buying things to fill a void in your life Your empowering money mindset Creating a secure financial future is a way I can always feel special and loved.Some Alignment Questions for YouSpend some time imagining. In what ways could you enjoy the perfect day without spending any money ?What goal would motivate you to put savings aside so that you have six months of living expenses motivating?You want to create financial security whilst living life to the fullest. Your money behaviours You buy things to feel gratification and sensory pleasure because you like the feel of it.You dismiss feeling like a slave to money and use it for the good things in life. “Never spend your money before you have earned it.”– Thomas JeffersonHey there, Nostalgic person. I'm Kaidi Bowen, a Financial well-being coach, leadership trainer, and all-around life coach. My speciality is teaching people how to make their future dreams become a reality. I'm an expert in helping working profe💰Invest in You💰Check out these resources to fire up your finances!1. Follow me HERE on Instagram. I share life hacks and strategies and help you keep your eye on your savings with daily empowerment messages.2. Download HERE my “Money Mindset Workbook” I share my straightforward ways to overcome your money mindset hangups and change your relationship with your bank account.3. Take it easy and learn to do one financial planning task, start with Banking, then move on to savings and start understanding what, where and how it is being looked after, 💸Fund Financial Freedom💸Now that you've got some insight into how you avoid money, check your inbox for your quiz results. You'll also get my printable guide to managing your budget and realising your money goals.Since money is an important aspect of empowering yourself, why not focus a portion of your time on educating yourself about all your basic financial needs?Over the next week, I'll share more tips for you to organise your banking, create your savings plan, and take your finances in hand. I want you to be confident and comfortable with managing your money and future.“Don’t tell me what your priorities are. Show me where you spend your money, and I’ll tell you what they are.”—James W. Frick
4.
YOUR MONEY PERSONALITY IS A MAVERICK
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You have discovered your inner empire builder and taken control of your finances, creating an empire where your finances are thriving. You are innovative and follow exciting growth opportunities.Your money challenges are: Not indulging in enjoying life 'in' the momentBeing unrealistic about how much it would take to retireNever feeling there's enough money It isn’t hard to put aside money for your investments when you see the rewards in pounds. With the occasional generous decision, you know you will prosper.You and your financial advisor are on first-name terms. In fact, they have become a friend.Empowering Money Mindset.I fulfil my destiny by achieving prosperity, working hard and leading with grace and ease.Most investments require a long-term commitment to see any real growth, and you don’t want to take your money out too early, even when you really need some cash flow to help with an emergency situation or a much-needed holiday.Having a well-rounded portfolio is great and all, but if you’re counting on it for your retirement, how will you enjoy life until you reach your golden leisure years?You are the MaverickYou are attracted to get rich opportunities. You are willing to take risks in exchange for a potential big win.You are happy to stand out from the crowd.You have courage and tenacity when it comes to generating income. You like being rebellious and showing what you are made of.You usually don't cave into the opinions of others.You pay attention to the numbers.You are drawn to becoming the here for the underdog.“Compound interest is the 8th wonder of the world. He who understands it earns it. He who doesn’t pay it.” – Albert EinsteinHey there, Maverick! I'm Kaidi Bowen, financial well-being coach, leadership trainer, and all-around life coach. My speciality is teaching people how to make their future dreams become a reality. I'm an expert in helping working professionals be more confident, overcome their fears, change their beliefs and learn how to manage their money by creating new habits, planning for the future, and making the best decisions they can today.💰 Invest in You Check out these resources to fire up your finances!1. UK Coach Training Insta. I share life hacks and strategies that help you, sharing daily empowerment messages.2. Have a go at my VALUES workbook to explore your values to see what will bring you more fulfilment.3. Even though you have plenty in the bank, I would love to share the top ways the clients in my money makeover program make their biggest savings - I will send it to you shortly. After all, wealthy people stay wealthy by looking after their money. LINK HERE 💸Fund Financial FreedomNow you have your quiz results. You'll also get my 50 questions about finding your life purpose. Fulfilment doesn't only come from wealth.Over the next week, I'll share more tips for you to organise your financial well-being, create your goals for the plan, and take your finances in hand. I want you to be confident and comfortable with managing your money and getting the future you want.I'm an expert at helping clients to overcome their fears, change their beliefs and learn how to manage their money, create new habits, plan for the future, and make the best decisions they can today.“Don’t tell me what your priorities are. Show me where you spend your money, and I’ll tell you what they are.”—James W. FrickHey, before you go YOUR Challenging Questions to explore: What is the simplest, most practical way you could create a year's income within the next 90 days?List eight ways your life would change if you created a source of "bread and butter" income instead.How would you spend your time if your income how would you spend your time?Your creativity generating money is awesome, But balance is not something you often value or find exciting, leading to extreme highs and lows. If you want to explore what could be more rewarding, then consider coaching.
5.
YOUR MONEY PERSONALITY IS A NURTURER
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Generosity is your middle name, you love to give amazing value, and you are extremely loyal. Creating clear money boundaries is a powerful way for you to demonstrate your caring.Your money challenges are: Rescuing Others or even MartyrdomResentment or Blame for how things turn out Abandonment of Self You are the Nurturer if You appreciate money yet feel you need to overgive for every penny you bring in. Your huge heart and natural generosity include wanting to protect, shelter and nurture others financially. You are responsible for your finances but attract others who need your help.You are likely to give generously to those in need if it's a cause you believe in.You can sometimes secretly feel resentful if your generosity is not reciprocated.You find it painful to set boundaries with people you care about. Your family are the most important thing in your life. “Compound interest is the 8th wonder of the world. He who understands it earns it. He who doesn’t pay it.” – Albert EinsteinHey there, savings Nurturer! I'm Kaidi Bowen, financial well-being coach, leadership trainer, and all-around life coach. My speciality is teaching people how to make their future dreams become a reality. I'm an expert in helping working professionals be more confident, overcome their fears, change their beliefs and learn how to manage their money by creating new habits, planning for the future, and making the best decisions they can today. Check out these resources to fire up your finances!1. Follow me on INSTAGRAM HERE I share life hacks and strategies that help you, sharing daily empowerment messages.2. VALUES WORKBOOK Use my workbook to explore your values to see what will bring you fulfilment and help your decision-making. 3. If you want to know more about your money mindset - you can download it HERE. After all, wealthy people stay wealthy by looking after their money. 💸Fund Financial FreedomNow you have your quiz results. You'll also get my 50 questions about finding your life purpose. Fulfilment doesn't only come from wealth.Over the next week, I'll share more tips for you to organise your financial well-being, create your goals for the plan, and take your finances in hand. I want you to be confident and comfortable with managing your money and getting the future you want.“Don’t tell me what your priorities are. Show me where you spend your money, and I’ll tell you what they are.”—James W. FrickHey, before you go YOUR Challenging Questions to explore: Empowering Money Suggestions If giving away money was no longer an option for you, how else could you help the people you care about?Consider three relationships often require your financial support. What would the relationships look like without money?How would your life change if you did not support others financially?Your desire to be of service often inspires you to be generous and share your resources, but what you see as selfless generosity can easily create enabling relationships and problematic boundaries with the people you want to help, plus sow seeds of resentment deep down. Remember, there are more ways to give support than money.