What is your Money Makeup?

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Quiz Questions

1.
How would you rate your relationship with money? Choose the closest match.
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- A.
  I am afraid to look at my financial reality so I don't. What would I even look at anyway?
- B.
  I prefer to be optimistic when it comes to money and assume it will all work out.
- C.
  The future is unpredictable and anything can happen so it is best to financially plan for the worst.
- D.
  Whether I have money or not, I want to make sure that others have what they need first.
2.
Have you ever felt that math is not your strong suit and that understanding money is just too hard?
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- A.
  Sometimes, it's like a foreign language.
- B.
  Not really
3.
I often find myself giving money to friends and family when they need it (ie non-dependent adults).
- A.
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  True
- B.
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  False
4.
Have you ever felt overwhelmed by the idea of looking at your money because you don't know what you are looking at or what to do about it?
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- A.
  For sure
- B.
  Never
5.
Which of the following BEST describes your current financial reality most days?
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- A.
  I often feel that I should save as much as I can to ensure that I am prepared for the unexpected.
- B.
  I am confident that there will always be someone who will help me out if I get into financial trouble.
- C.
  I feel that if I really want something, I should just buy it and figure out how to pay for it later.
- D.
  It feels good to give money to someone else before thinking about saving it for myself.
6.
Have you ever felt that it is your responsibility to financially support people in your life if they cannot support themselves?
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- A.
  Yes
- B.
  No
7.
I prefer to avoid looking at my bank account so I don't have to worry about whether I have money or not.
- A.
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  True
- B.
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  False
8.
Do you prefer to believe that it will all work out when it comes to money?
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- A.
  Yes
- B.
  No
9.
You crack open a fortune cookie... What message do you get? Choose the closest match.
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- A.
  It's not about the money. It's about the life you want to live.
- B.
  It is better to have a dependable income than a fascinating life.
- C.
  Love only grows by sharing. You can only have more for yourself by giving it away to others.
- D.
  Confucius says: Keep it simple...Never let yourself be overwhelmed.
10.
I sometimes feel the urge to constantly check my bank account to make sure the money is still there and that I am still on track with my budget.
- A.
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  True
- B.
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  False
11.
Have you ever wondered if your relationships are dependent on you giving people gifts or money to keep them in your life?
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- A.
  Sometimes
- B.
  Not really
12.
It's budget planning time! You log into your bank account to start crunching numbers. Do you...? Choose the closest match.
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- A.
  Plan your emergency fund first so there are no surprises.
- B.
  Slam your laptop in frustration and tackle another task that you actually know how to do.
- C.
  Start transferring money to your friends and family until you wonder if there will be anything left for you.
- D.
  I would never plan a budget. Isn't there an app for that?
13.
Has there ever been a time when money was scarce for you or someone you love?
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- A.
  Yes
- B.
  No
14.
What question do you ask yourself the most? Choose the closest match.
- A.
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  The economy is shaky , wouldn't it be less risky to stash my cash under my mattress?
- B.
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  If I stop giving my friends or family money, will they still need me or want me in their life?
- C.
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  Why worry about money right now when I can dream about all the things I can have in the future?
- D.
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  Isn't it easier to keep living paycheck-to-paycheck than stress myself by trying to figure out a budget?
15.
In the past, I have felt embarrassed, confused, and intimidated when talking about money because money-lingo is like a foreign language to me.
- A.
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  True
- B.
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  False
16.
Do you sometimes find it stressful to think about spending money on a vacation or something else that you would enjoy?
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- A.
  Sometimes
- B.
  Never
17.
It's payday! - Your bank account is full again. What do you do? Choose the closest match.
- A.
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  Take a huge sigh of relief that your bills might get paid on time this month.
- B.
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  Call up your friends and invite them to dinner, your treat. Woohoo!
- C.
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  Pull out your budget and account for the uptick in your bank balance with a smile on your face.
- D.
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  I wouldn't even know what to do. I'm just happy there's money in my account.
18.
Do you feel confident that it will all come out in the wash or break even when it comes to money?
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- A.
  Most of the time
- B.
  Not really
19.
Which image BEST describes your relationship with money?
- A.
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  Hope for the best
- B.
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  Make it rain
- C.
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  Blinders on
- D.
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  Stash your cash
20.
Does your relationship with money impact your...? Choose all the apply.
- A.
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  Self-confidence & esteem
- B.
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  Career Choice or Personal Potential
- C.
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  Friend, Family or Romantic Relationships
- D.
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  Future Vision or Outlook
- E.
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  Stress, Worry or Peace of Mind
- F.
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  Happiness, Joy & Pleasure

Quiz Outcomes

1.
You are a Generous Giver
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You have a good heart and strong family values that taught you to take care of each other from beginning to end. When it comes to you and your money, you feel great when you share what you have with others. It warms your heart to feel like you are doing good in the world and that people appreciate what you do for them. Without worrying about whether you can afford it, you would rather give people money than make sure that you have what you need. You believe that if you have it, you should make sure others do too, and you may feel responsible for making sure that your friends and family are financially alright. It is totally normal to want to help out and to enjoy the feeling when you do. We are motivated by our need for love and friendship, and we all have a need for financial security so if you can give that to someone else, of course you will. The problem is that you feel responsible for the well-being of everyone in your life and find it really hard to say 'No' when they want something that they can't get for themselves. You may have already noticed that you sometimes feel resentful that you do so much for everyone else and that it isn't reciprocated often. At times you wonder if people are in your life for what you give them or because they really care about you, and your relationships can feel transactional. You worry that if you stop giving people money, they might not need you anymore. 3 quick tips to shift your Money Makeup. Read on...There are some easy steps that you can take right now to start making a positive change for your life and overall financial health and well-being. The very first step is to explore why you would rather prioritize others over your own need for financial security.There are two simple questions to ask yourself:What for? Explore the real reason that you are supporting others at this moment before choosing security for yourself. What is hiding below the surface of “because I feel responsible”?Why now? Uncover what is driving you to provide this support right now. What immediate need does it fill for you?Once you can answer those questions, you are ready to ask yourself…What else? Discover all the choices available to you that help you trust in your own value as a loving and supportive friend or family member without the monetary transaction, and become confident to make informed decisions about your money so that financial security is possible for you. Hi! I’m Holly Wallis, and I'm a Personal & Financial Coach. In 2006, after a life-altering accident, I was faced with the choice to either give up or reinvent my life into whatever I could possibly imagine for myself and so I did over and over. The only way I knew how to do that was to put pen to paper and get crystal clear on where I was at that moment, and it started with looking at the money. Although I got lost for a while, doubted myself at every turn, and made every mistake in the book, I learned that I can always trust the numbers and my instincts, and be confident in my financial independence.So, I have fused my knack for numbers with my passion for sharing knowledge, being curious, and discovering possibilities when all is lost into my coaching program. I love helping women close their money knowledge gap so they can get ahead of their finances and reclaim control of their lives with financial independence and security. So what's next? Here are a few more resources...1. Follow me on LinkedIn. I post helpful tips every week that cover all of the financial and personal challenges that we all face. 2. Read all the helpful articles in my Blog. Here's one just for you with some tips for saying 'No'.3. Join my Private Facebook Group - Your Relationship with Money. Be part of a community of like-minded professional women living their purpose and enjoy additional resources just for you. Finally, here's a special BONUS just for you...Click the button below to book your FREE call with me so that we can go through your Money Makeup Insights and what they mean for your life.
2.
You are a Trusting Believer.
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You believe that good things happen to those who wait, and have faith that everything will work out in the end. Sometimes it feels like you are living your life waiting for it all to work out. You were always taught not to be greedy, and just wait your turn, or that good things come to those who wait, after all when it comes to money, it will all come out in the wash. You learned that financial highs and lows are expected, and all is good as long as it comes back up. You’ll be fine, you always are, and there will probably be someone there to help you out when you need it. Everything evens out eventually, and you can go about your life, just waiting for your day to finally come. It is totally normal to choose what makes us feel most comfortable with the least amount of stress. We are motivated by our need for emotional security and we seek ease and happiness, and when that feels possible by waiting for it to all work out, of course, you will hold on and wait. The problem is that you spend a lot of time worrying about money and just keep your fingers crossed that it will come together. You don’t really know what your financial picture looks like, and you have no idea whether you are on your way up or so far down. Not paying attention to your money has worked so far and the truth is, you are afraid to look so you don’t because the very thought is stressful and overwhelming. 3 quick tips to shift your Money Makeup. Read on...There are some easy steps that you can take right now to start making a positive change for your life and overall financial health and well-being. The very first step is to explore why you would rather give up control of your own life than see what’s possible for your financial picture. There are two simple questions to ask yourself:What for? Explore the real reason that you are afraid to look at your financial reality at this moment. What is simmering below the surface of “I'm sure it will all work out”?Why now? Uncover what is driving you to choose emotional comfort over financial security. What immediate need does this fill for you?Once you can answer those questions, you are ready to ask yourself…What else? Discover all the choices available to you that help you trust that you can handle your own reality and anything that’s thrown your way, take back control of your life, and become confident to make informed decisions so that financial security is possible for you. Hi! I’m Holly Wallis, and I'm a Personal & Financial Coach. In 2006, after a life-altering accident, I was faced with the choice to either give up or reinvent my life into whatever I could possibly imagine for myself and so I did over and over. The only way I knew how to do that was to put pen to paper and get crystal clear on where I was at that moment, and it started with looking at the money. Although I got lost for a while, doubted myself at every turn, and made every mistake in the book, I learned that I can always trust the numbers and my instincts, and be confident in my financial independence.So, I have fused my knack for numbers with my passion for sharing knowledge, being curious, and discovering possibilities when all is lost into my coaching program. I love helping women close their money knowledge gap so they can get ahead of their finances and reclaim control of their lives with financial independence and security. So what's next? Here are a few more resources...1. Follow me on LinkedIn. I post helpful tips every week that cover all of the financial and personal challenges that we all face. 2. Read all the helpful articles in my Blog. Here's one just for you with some tips for getting ahead on your terms.3. Join my Private Facebook Group - Your Relationship with Money. Be part of a community of like-minded professional women living their purpose and enjoy additional resources just for you. Finally, here's a special BONUS just for you...Click the button below to book your FREE call with me so that we can go through your Money Makeup Insights and what they mean for your life.
3.
You are a Scrupulous Saver.
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You know that it is smart to save for your future and you are motivated to hold on tight to your money. Sometimes you might feel like a foraging Squirrel when it comes to your cash, diligently storing nuts for the winter to ensure that you always have enough to get you through. At some point in your life, money may have been scarce for you or someone else you care about. Growing up, money may have been talked about as always being “tight” and a resource that is not readily available. You may have learned that you could lose it all at any moment so you better be prepared. Your fool-proof strategy has become to save as much as you can just in case and sometimes you might even find yourself hiding money here and there. Keeping an eye on your money is important to you, and while you know that investing your money is a good idea, it may still feel a bit unpredictable and out of your control. It is totally normal to choose what makes us feel most safe and secure. We are motivated by our need for stability and predictability, and if you feel that you get to have some control of your life by holding onto that money, of course you would. The problem is that you may be preventing yourself from fully enjoying your life because you are so worried about all the what-ifs and how to prevent them. Your concern about what could happen makes it hard for you to live in the moment, and looking toward the future can sometimes feel like disaster planning rather than dreaming of a life full of possibilities. 3 quick tips to shift your Money Makeup. Read on...There are some easy steps that you can take right now to start making a positive change for your life and overall financial health and well-being. The very first step is to explore why you would rather live in fear of the unknown than see what’s possible for your life. There are two simple questions to ask yourself:What for? Explore the real reason that you are planning for disaster and stashing your cash at this moment. What is simmering below the surface of “it could all go away tomorrow”?Why now? Uncover what is driving you to plan for all the unknown what-ifs over having financial predictability and security right now. What immediate need does this fill for you?Once you can answer those questions, you are ready to ask yourself…What else? Discover all the possibilities available to you that help you trust that you can enjoy your life in the moment and handle anything that comes your way with agility, flexibility, and confidence so that financial security is always a reality for you, even when surprises happen. Hi! I’m Holly Wallis, and I'm a Personal & Financial Coach. In 2006, after a life-altering accident, I was faced with the choice to either give up or reinvent my life into whatever I could possibly imagine for myself and so I did over and over. The only way I knew how to do that was to put pen to paper and get crystal clear on where I was at that moment, and it started with looking at the money. Although I got lost for a while, doubted myself at every turn, and made every mistake in the book, I learned that I can always trust the numbers and my instincts, and be confident in my financial independence.So, I have fused my knack for numbers with my passion for sharing knowledge, being curious, and discovering possibilities when all is lost into my coaching program. I love helping women close their money knowledge gap so they can get ahead of their finances and reclaim control of their lives with financial independence and security. So what's next? Here are a few more resources...1. Follow me on LinkedIn. I post helpful tips every week that cover all of the financial and personal challenges that we all face. 2. Read all the helpful articles in my Blog. Here's a fun one just for you with some tips for adding fun back into your life.3. Join my Private Facebook Group - Your Relationship with Money. Be part of a community of like-minded professional women living their purpose and enjoy additional resources just for you. Finally, here's a special BONUS just for you...Click the button below to book your FREE call with me so that we can go through your Money Makeup Insights and what they mean for your life.
4.
You are a Selective Achiever.
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You work hard and make your life happen. Checking off the boxes of everything you have accomplished at the end of the day is a day well spent for you. You love to do the things you feel passionate about and are really good at, and you would rather avoid those tasks that make you feel less confident and more overwhelmed. When it comes to your money, you might have learned growing up that everything will be just fine, as long as you don’t obsess about it too much. Maybe you were taught to leave the money decisions up to someone else and trust that you’ll be taken care of somehow, hopefully. You were never taught how money worked, it just did. Money is a scary mystery for you that is confusing and intimidating to figure out and sometimes it feels easier to bury yourself in make-work projects and energy-draining distractions than face your money head-on. It is totally normal to choose what makes you feel most comfortable with the least amount of stress, especially when it wears on your self-confidence. We are motivated by our need for emotional security and we seek ease and happiness. If you feel that you can get through life without reminding yourself of all the things you don’t know about money, of course, that is what you will do. The problem is that you spend a lot of time worrying about money and while you trust that your paycheck is enough to get by you have no idea what you have, what you’re spending, or how you are ever going to retire or do something other than what you are doing right now. You may believe that numbers were never your forte and financial planning sounds like unnecessary torture. It would just be stressful and overwhelming to even try, and you wouldn’t know what to look at anyway so you don’t. The idea of financial stability and security feels like an unrealistic fantasy for you because you wouldn't even know where to start. 3 quick tips to shift your Money Makeup. Read on...There are some easy steps that you can take right now to start making a positive change for your life and overall financial health and well-being. The very first step is to explore why you would rather stay in the dark than see what’s possible for your financial picture and your life. There are two simple questions to ask yourself:What for? Explore the real reason that you are afraid to look at your financial reality at this moment. What is lurking behind the frustration and fear of “I don’t know what I’m doing”?Why now? Uncover what is driving you to choose emotional comfort over financial security. What immediate need does this fill for you?Once you can answer those questions, you are ready to ask yourself…What else? Discover all the choices available to you that will help you trust your instincts to know what's best for you, and become confident in making informed decisions about your money so that financial security is possible for you. Hi! I’m Holly Wallis, and I'm a Personal & Financial Coach. In 2006, after a life-altering accident, I was faced with the choice to either give up or reinvent my life into whatever I could possibly imagine for myself and so I did over and over. The only way I knew how to do that was to put pen to paper and get crystal clear on where I was at that moment, and it started with looking at the money. Although I got lost for a while, doubted myself at every turn, and made every mistake in the book, I learned that I can always trust the numbers and my instincts, and be confident in my financial independence.So, I have fused my knack for numbers with my passion for sharing knowledge, being curious, and discovering possibilities when all is lost into my coaching program. I love helping women close their money knowledge gap so they can get ahead of their finances and reclaim control of their lives with financial independence and security. So what's next? Here are a few more resources...1. Follow me on LinkedIn. I post helpful tips every week that cover all of the financial and personal roadblocks that we all face. 2. Read all the helpful articles in my Blog. Here's a fun one just for you with some tips for deciding how to best invest your valuable time.3. Join my Private Facebook Group - Your Relationship with Money. Be part of a community of like-minded professional women living their purpose and enjoy additional resources just for you. Finally, here's a special BONUS just for you...Click the button below to book your FREE call with me so that we can go through your Money Makeup Insights and what they mean for your life.