Michael Pedersen

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Money Mindset Assessment

Here We Go!

Having a clear understanding of your mindset in regards to money will help you become less stressed.

The results from this evaluation will give you an insight into how you view and handle financial situations in your life.

Making adjustments based on the results will not only change your financial outlook, but ease your stress and anxiety, which will improve your family and social relationships.

Rate the diagnostic questions below as honestly and carefully as possible.

  • Rate each question on a scale of 1-5.
  • 1 indicates “strongly disagree”
  • 5 indicates “strongly agree”
  • Use your gut instinct and don’t second-guess your answers.

    1. I am confident in my ability to manage my finances.

    2. I have a clear understanding of my financial goals and objectives.

    3. I prioritize saving money over spending on experiences or material items.

    4. I believe that financial success is a key measure of personal achievement.

    5. I often compare my financial situation to that of my peers.

    6. I enjoy learning about personal finance and staying updated on financial news.

    7. I am willing to take calculated risks with my investments to achieve potentially higher returns.

    8. I believe that financial success is more about mindset and habits than about specific knowledge or skills.

    9. I believe that maintaining a healthy work-life balance is more important than pursuing financial success at all costs.

    10. I am comfortable discussing my financial situation and goals with a financial advisor or professional.

    11. I am aware of the impact of taxes on my income and investments and take steps to minimize my tax liability where possible.

    12. I enjoy the finer things in life.

    13. I believe that having a strict budget is important for financial success.

    14. I feel anxious when thinking about my financial future.

    15. I often make impulse purchases.

    Your score is ___

    Congratulations on completing the assessment! If your score is 40 or below, we should talk
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    Michael Pedersen

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