How do you feel
about money?
Do you attract money to you?
Do you welcome it to you or
keep it at bay?
Write
an ending for the question. Whatever comes to you.
Money
is
1.
_________________________________________________
2.
_________________________________________________
3.
_________________________________________________
4.
_________________________________________________
5.
_________________________________________________
Do
you have enough money?
Yes
No
How
do you know? [Your Evidence] _________________________________________
Is
it possible to have too much money?
Yes No
How
much is too much? ______________________________________
How
much are your expenses in total each month? $__________________
Did you know the answer to that without checking? Yes
No
How
much is your income per month? $ ___________________________
How
many months’ income do you have saved? __________months _________years
How
do you feel about that?
______________________________________________
How
many months income do you have owing on credit cards? ________months
How
do you feel about that?
______________________________________________
Specifically,
what would you do if your income stopped for three months or more?
_____________________________________________________________________
_____________________________________________________________________
Do
you own life and disability insurance?
Yes No
How
much? ____________________
Why
did you buy/not buy it? ____________________
Why
this amount? _______________________________________________________
Do
you have a will?
Yes
No
Why/Why
not? __________________________________________________________
Do
you have a spouse? _________________
Children ________________________
If
you (and your spouse) died today where would the children live?
______________________________________________________________________
Have
you made provision for someone to be guardian for the children?
Yes No
How
much money will go to the guardian to care for them and make alterations
as may be necessary?
____________________________
How
old are you? ________________
At
what age do you want to retire? _________________________
How
many working years do you have left? ___________________
How
much money in today’s dollars,
do
you expect you would need to live on? $__________________ P/Annum
Have
you funded for this adequately?
Yes No
Why/Why
not ___________________________________________________________
How
much money do you need to have in savings
to
be happy with your financial situation? $________________________
How
much money do you need to feel successful
$ _______________________
What
else do you need to feel successful in your life?
_____________________________________________________________________
What
would you buy now, if money were no object?
_____________________________________________________________________
What
would having that give you?
_____________________________________________________________________
And
what is important to me about having that is
______________________________________________________________________
Have
you ever had more money?
Yes No
What
was that like for you?
_____________________________________________________________________
Have
you ever had less money?
______________________________________________________________________
What
was that like for you?
_____________________________________________________________________
What
are the sayings that you can remember were used in your house as you
were growing up?
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
How
much did you give to charity in the previous 12 months?
___________________
Why
do you give/not give this amount? ______________________________________
Do
you receive cash or large gifts from your family throughout the year?
Often
Sometimes
Rarely Never
If
so, what does that signify for you?
______________________________________________________________________
If
not, what does that signify for you?
______________________________________________________________________
How
will you know when you have enough money? ____________________________
_______________________________________________________________________
Describe
what that will be like for you [in rich detail]
_______________________________________________________________________
_______________________________________________________________________
As
you read over the answers you have given, are you satisfied with your
relationship with money up to this point?
Yes
No
What actions can you
take immediately to improve things from now on?
1_______________________________________________
2_______________________________________________
3_______________________________________________
4_______________________________________________
What
did you learn about your
relationship
with money as it exists? Where are your
beliefs
about money helping you?
Where do you think they could be improved?
