MONEY MINDSET QUIZ

INTRO: LET US GET TO KNOW YOU!

This is a JUDGEMENT FREE zone!

Guilt, shame or embarrassment have no home at SHE BUILDS! Please answer the questions as honestly as you can so that we can best understand how to walk with you in your money journey...

P.S. Some of this information helps us get to know our service audience at large and helps us be better informed in how best to reach women going forward. If you prefer not to answer any question, we respect your privacy!

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* 1. What is your first/last name and what do you prefer to be called?

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* 2. What is the best email address to send your results to?

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* 3. What is your age range?

Under 18

18-24

25-34

35-44

45-54

55+

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* 4. Which of the following best describes your current relationship status?

Married

Widowed

Divorced

Separated

Cohabiting with a significant other or in a domestic partnership

Single, never married

Prefer not to answer

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* 5. Gender: How do you identify? (optional)

Woman

Non-binary

Prefer not to say

Prefer to Self-describe:

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* 6. My sexual orientation is: (optional)

Straight / Heterosexual

LGBTQIA+

Prefer not to say

Prefer to self-describe:

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* 7. The annual income bracket that best fits your PERSONAL salary would be:

$0-$30,000

$30,001 - $50,000

$50,001 - $75,000

$75,001 - $100,000

$100,001 - $150,000

$150,001 +

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* 8. Are you currently enrolled in, or do you receive assistance from, any of the following programs (check all that apply):

SNAP (Food Assistance)

WIC (women, infants & children program)

Medicaid or MIChild (state health insurance)

Cash Assistance (FIP / TANF)

Housing Assistance (Section 8, MSHDA, or other rental support)

Unemployment Benefits

Disability Benefits (SSI or SSDI)

Child Care Subsidy (CDC Program)

Transportation Assistance (Kent County Ride to Work, Go!Bus, etc)

Local Food Pantry or Community Meal Program

None of the Above

Prefer not to say

Other (please specify)

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* 9. Which race or ethnicity best describes you (Optional. Select all that apply)

We collect demographic information to ensure our services reach all communities and to help improve access. Names, photos and contact information will never be used and published without your consent!

Asian or Asian American

Black or African American

Hispanic or Latino or Spanish origin

Middle Eastern or North African

Indigenous, Native American or Alaska Native

White / European Descent

Multiracial / Mixed Heritage

First Generation American

First Generation Immigrant

Refugee / Asylum Seeker

Prefer not to say

Other (please specify):

SECTION 1: CURRENT MONEY MINDSET

Let's start with how you and money are getting along these days...

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* 10. Which one sounds the most like your current money relationship?

We're FINALLY getting on the same page!

We've had ups and downs, but I'm actively learning.

It's complicated -- I try not to think about it, honestly.

I feel like I'm always playing catch up.

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* 11. When you check your bank account, how do you usually feel?

Empowered - I'm tracking & planning.

Cautious - I brace myself, but want to know.

Anxious - I avoid it until I have to.

Disconnected - it feels full survival mode!

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* 12. Growing up, how did your family talk about money?

Openly - We learned by example.

Carefully - it came up or I sensed it when things were tight.

Rarely - We didn't talk much about it and I didn't think about it much.

Emotionally - Money was tied to stress or struggle whether talked about or not.

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* 13. Finish the sentence:

"I deserve financial stability and peace because _____________."

SECTION 2: CURRENT FINANCIAL KNOWLEDGE & CONFIDENCE

You don't have to know everything -- just where you stand! No one is born with a "good with money gene", anyone can learn!

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* 14. How do you usually keep track of your money?

I use track my money daily/regularly.

I check in every now and then.

I try to stay aware, but nothing formal.

I mostly react when something's "off".

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* 15. If money education were a series, which best fits you?

Season 3 - I've been doing this for awhile.

Season 2 - I know the basics but want more tools

Season 1 - I'm just starting to understand it.

Pilot episode - this is new territory.

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* 16. Let's do a Confidence Check!
(1 = no clue YET, 5 = I've got this):

	1	2	3	4	5
Managing monthly expenses	Managing monthly expenses 1	Managing monthly expenses 2	Managing monthly expenses 3	Managing monthly expenses 4	Managing monthly expenses 5
Understanding credit & debt	Understanding credit & debt 1	Understanding credit & debt 2	Understanding credit & debt 3	Understanding credit & debt 4	Understanding credit & debt 5
Saving & investment basics	Saving & investment basics 1	Saving & investment basics 2	Saving & investment basics 3	Saving & investment basics 4	Saving & investment basics 5
Planning for taxes and retirement	Planning for taxes and retirement 1	Planning for taxes and retirement 2	Planning for taxes and retirement 3	Planning for taxes and retirement 4	Planning for taxes and retirement 5

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* 17. Have you ever learned about money from a class, coach, podcast, book or online source?

Yes, more than once

A little here and there

No formal or informal education

SECTION 3: EVERYDAY MONEY HABITS

Let's explore how your money moves day-to-day.

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* 18. How often do you check your accounts or statements?

Daily or weekly

Every month

Only when something happens

Rarely or never

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* 19. When you spend money, what's usually behind the decision?

I plan head and stick to priorities

I weigh the needs and wants, but sometimes splurge

I buy what's needed and hope it works out

It's hard to plan - things change week to week

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* 20. Savings situation:

I save regularly and have a cushion.

I save sometimes, depending upon the month.

I want to save, but can't quite yet.

I'm working on building stability right now before saving.

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* 21. Investing Status:

I invest or contribute to retirement already.

I've started learning about investing.

I want to invest but don't know where to start.

Not right now - I have other priorities.

SECTION 4: STABILITY & SUPPORT

Let's dig into understanding your current foundation.

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* 22. My income feels:

Consistent - I know what's coming in.

Somewhat steady - it changes a little.

Unpredictable - it varies month to month.

Not enough to cover what I need.

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* 23. If an unexpected expense came up, like a car repair or a medical bill, i could:

Cover it from savings.

Handle part of it and figure out the rest.

Put it on credit or borrow from someone.

I don't know how I'd cover it.

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* 24. How in-control of your debt do you feel right now? (1 = overwhelmed, 5 = on top of it)

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* 25. Protection check:

I have insurance or a basic plan in place (health insurance through employer, medicaid, self pay plan).

Some coverage, but still figuring out details.

Not yet, but I want to.

Not sure what I ever need yet.

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* 26. Do you have someone you can talk to about money without feeling judged?

Yes, I have support and encouragement.

A little, but not consistently.

Not really - it's hard to talk about.

No - I usually keep it to myself.

SECTION 5: GOALS & READINESS

What do you want life to look and feel like? Where do you want to go from here?

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* 27. What are your top 3 money goals in the next 6 months:

Work on paying off debt

Build Savings

Start Investing

Increase Income

Create balance or boundaries in my spending

Save for a home or education

Plan for retirement

Increase my credit score

Build a sustainable budget

Other (please specify)

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* 28. A year from now, what would feeling financially secure look like for you?

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* 29. How ready do you feel to take action on your goals? (1 = just starting, 5 = ready to roll!)

SECTION 6: LIFE & MONEY MANAGEMENT DYNAMICS

Everyone's money journey includes people, priorities & patterns. Let's map out your current dynamic.

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* 30. Which of these best describes your situation?

I have a steady paycheck from one main job.

I piece together income from several sources.

I am self-employed, freelance or run my own business.

I'm between jobs or not currently earning income.

I receive financial support or am dependent upon a partner or household member's income.

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* 31. About how much of your household's income comes from you?

Almost all of it (I'm the main provider)

About half

Less than half

None - my partner or family covers most costs at this time

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* 32. Who handles day-to-day bill payments & account management in your household?

I manage most or all of it.

We share it evenly.

My partner or someone else handles most of it.

No one really manages it consistently.

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* 33. When it comes to long-term financial planning (retirement, saving, goals, investments):

I lead or co-lead those conversations.

We discuss them together but rarely follow through.

My partner or someone else decides most of it.

We (or I) haven't started that conversation yet.

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* 34. How secure do you feel in your household's financial safety net if your income or your partner's income changed suddenly?

Very secure - we'll be ok for several months.

Someone secure - we'd adjust but manage.

Not very secure - it would cause stress quickly.

Not at all secure - we'd struggle right away.

SECTION 7: LIFE & LOGISTICS + DEBT SNAPSHOT

These questions get to the core of real life and what's on your financial plate day-to-day. No judgement, so please be honest!

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* 35. How would you describe your housing costs each month?

Manageable - I can cover them comfortably

Tight but doable

Often a stretch or late

Unpredictable or behind on payments

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* 36. What best describes your current housing situation?

I own my home (with or without a mortgage).

I rent my home or apartment.

I live with family/friends and share expenses.

I'm between housing or unsure about long-term stability.

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* 37. Do you have any dependents you financially support? (children, parents, siblings, etc)

Yes, one or more children

Yes, an adult family member or elder

Yes, both children and adults

No dependents at this time

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* 38. Which type of debt are part of your current financial picture? (Check all that apply)

Credit Cards

Student loans

Auto loan

Medical bills

Personal loans

Mortgage

Other (please specify)

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* 39. Which statement best fits how you feel about your debt?

I have a plan and I'm paying it down.

It's manageable, but I'm not making much progress.

It feels heavy or overwhelming.

I try not to think about it.

YOU DID IT!

You should be proud of yourself for taking the first step in developing a Money Mindset!

Future YOU will give you a giant hug for taking the initiative TODAY to start carving out the life YOU want for yourself and your loved ones! SHE BUILDS is here to help you succeed and you're NOT alone!

We will be in touch shortly with a more personal "hello" and to offer you FREE and NO PRESSURE insight into the results of your survey and how we can help you in your financial journey.

Thanks for being curious, open and honest. WE BELIEVE IN YOU!

Jess Anderson, CFEI
Owner/Financial Coach, SHE BUILDS

MONEY MINDSET QUIZ

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* 1. What is your first/last name and what do you prefer to be called?

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* 2. What is the best email address to send your results to?

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* 3. What is your age range?

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* 4. Which of the following best describes your current relationship status?

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* 5. Gender: How do you identify? (optional)

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* 6. My sexual orientation is: (optional)

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* 7. The annual income bracket that best fits your PERSONAL salary would be:

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* 8. Are you currently enrolled in, or do you receive assistance from, any of the following programs (check all that apply):

Question Title

* 9. Which race or ethnicity best describes you (Optional. Select all that apply)We collect demographic information to ensure our services reach all communities and to help improve access. Names, photos and contact information will never be used and published without your consent!

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* 10. Which one sounds the most like your current money relationship?

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* 11. When you check your bank account, how do you usually feel?

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* 12. Growing up, how did your family talk about money?

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* 13. Finish the sentence:"I deserve financial stability and peace because _____________."

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* 14. How do you usually keep track of your money?

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* 15. If money education were a series, which best fits you?

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* 16. Let's do a Confidence Check! (1 = no clue YET, 5 = I've got this):

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* 17. Have you ever learned about money from a class, coach, podcast, book or online source?

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* 18. How often do you check your accounts or statements?

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* 19. When you spend money, what's usually behind the decision?

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* 20. Savings situation:

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* 21. Investing Status:

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* 22. My income feels:

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* 23. If an unexpected expense came up, like a car repair or a medical bill, i could:

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* 24. How in-control of your debt do you feel right now? (1 = overwhelmed, 5 = on top of it)

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* 25. Protection check:

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* 26. Do you have someone you can talk to about money without feeling judged?

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* 27. What are your top 3 money goals in the next 6 months:

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* 28. A year from now, what would feeling financially secure look like for you?

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* 29. How ready do you feel to take action on your goals? (1 = just starting, 5 = ready to roll!)

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* 30. Which of these best describes your situation?

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* 31. About how much of your household's income comes from you?

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* 32. Who handles day-to-day bill payments & account management in your household?

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* 33. When it comes to long-term financial planning (retirement, saving, goals, investments):

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* 34. How secure do you feel in your household's financial safety net if your income or your partner's income changed suddenly?

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* 35. How would you describe your housing costs each month?

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* 36. What best describes your current housing situation?

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* 37. Do you have any dependents you financially support? (children, parents, siblings, etc)

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* 38. Which type of debt are part of your current financial picture? (Check all that apply)

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* 39. Which statement best fits how you feel about your debt?

* 9. Which race or ethnicity best describes you (Optional. Select all that apply)

We collect demographic information to ensure our services reach all communities and to help improve access. Names, photos and contact information will never be used and published without your consent!

* 13. Finish the sentence:

"I deserve financial stability and peace because _____________."

* 16. Let's do a Confidence Check!
(1 = no clue YET, 5 = I've got this):