How do you feel about money? Do you attract money to you, or keep it at bay? Finish this sentence. Money is...
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Do you have enough money?
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Yes
No
How do you know? [Your Evidence]
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Is it possible to have too much money?
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Yes
No
How much is too much?
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How much are your expenses in total each month?
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Did you know the answer to that without checking?
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Yes
No
How much is your income per month? $
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How many months income do you have saved?
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How Do You Feel About That?
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How many months income do you have owing on credit cards?
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How Do You Feel About That?
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Specifically, what would you do if your income stopped for three months or more?
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Do you own life and income protection insurance?
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Why did you buy/not buy it?
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Is it enough to do what you need it to do?
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Yes
No
Do you have an up-to-date will?
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Yes
No
Why/Why not?
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Do you have a spouse?
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Yes
No
If you (and your spouse) died today where would the children live?
How old are you?
How many working years do you have left until the time you want to retire?
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Do you know how much you would need in todays dollars to live on?
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Yes
No
Have you funded for this adequately
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Yes
No
Why/Why not?
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How much money do you need to have in savings to feel happy about your financial situation?
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How much money do you need to feel successful ?
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What else do you need to feel successful in your life?
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What would you buy now, if money were no object?
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What would having that give you?
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And "What is important to me about having that is..." [Complete the sentence]
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Have you ever had more money?
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Yes
No
What was that like for you?
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Have you ever had less money?
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Yes
No
What was that like for you?
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What are the sayings that you can remember were used in your house as you were growing up?
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How much did you give to charity in the previous 12 months?
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Why do you give/not give this amount?
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Do you receive cash or large gifts from your family throughout the year?
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If so/if not what does that signify for you?
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How will you know when you have enough money?
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Describe what that will be like for you [in rich detail]
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As you read over the answers you have given, are you satisfied with your relationship with money up to this point?
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Yes
No
What actions can you take immediately to improve things from now on?
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What did you learn about your relationship with money?Where are your beliefs about money helping you? How do you think they could change to help you?
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Email
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