What’s Your Money Management Style?

Quiz Questions

• 1.
  How do you feel when money conversations come up?

  • A.
    A. Anxious — can we change the subject?
  • B.
    B. Motivated but inconsistent.
  • C.
    C. I try. I mean well. I’m just overwhelmed.
  • D.
    D. Let’s talk strategy — I’m ready.
• 2.
  How do you currently track your expenses?

  • A.
    A. I… don’t.
  • B.
    B. Random notes or screenshots.
  • C.
    C. In an app or software — but not updated consistently.
  • D.
    D. Weekly or monthly review and categorizing.
• 3.
  When tax season comes around, you…

  • A.
    A. Panic. Deep panic.
  • B.
    B. Scramble, but make it fashion.
  • C.
    C. Have most things together, but miss details.
  • D.
    D. Already have what I need.
• 4.
  How do you make financial decisions?

  • A.
    A. Avoid until the last minute.
  • B.
    B. Hope it works out.
  • C.
    C. Ask someone… eventually.
  • D.
    D. Based on numbers and goals.
• 5.
  What’s your savings style?

  • A.
    A. What savings?
  • B.
    B. Deposit when I remember.
  • C.
    C. Trying, but inconsistent.
  • D.
    D. Automatic transfers baby.
• 6.
  If you had to describe your bookkeeping system…

  • A.
    A. Nonexistent.
  • B.
    B. We do what we can.
  • C.
    C. Messy but recoverable.
  • D.
    D. Color-coded and up to date.

Quiz Outcomes

• 1.
  The Avoidant CEO

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  You’re talented, brilliant, and booked but when it comes to money, you hit the ‘nope’ button FAST.What you need now:• A weekly 15-minute check-in• A simple bookkeeping tool• A dedicated tax savings bucketYour next best step:Download the Money Reset Checklist and start small consistency beats intensity.
• 2.
  THE HUSTLE-AND-HOPE CEO

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  You work HARD… but the money plan is givingvibes not strategyWhy this happens:You're always moving, but without a clear system.What you need now:• Automated savings• Monthly revenue targets• Basic bookkeeping structureYour next best step:Take your revenue seriously and schedule a CFO Day this month on your calendar.
• 3.
  THE ORGANIZED-BUT-OVERWHELMED CEO

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  You want to be on top of things… until the admin tasks pile up and your brain shuts downWhy this happens:You’re doing too much manually.What you need now:• A done-for-you bookkeeping template• Batch admin days• Clear workflowsYour next best step:Use the checklist to clean up, then streamline ONE system at a time.
• 4.
  The Strategist

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  You love a plan. Your spreadsheets have spreadsheets, and you like seeing the big picture. You’re running your business like a CEO! Numbers, goals, and accountability on lock.Why this happens:You’re consistent AND intentional.What you need now:• More advanced strategy• Tax planning• Long-term wealth movesYour next best step:Book a tax strategy call! You’re ready to level up.