Money Management Self-Assessment

1. I believe I can improve my financial situation. 1 2 3 4 5

2. I view money as a tool to achieve my goals. 1 2 3 4 5

3. I often feel anxious about my financial situation. 1 2 3 4 5

4. I focus on opportunities rather than limitations when it comes to money. 1 2 3 4 5

5. I regularly track my spending. 1 2 3 4 5

6. I create a budget and stick to it. 1 2 3 4 5

7. I pay my bills on time. 1 2 3 4 5

8. I have a savings plan for emergencies. 1 2 3 4 5

9. I feel confident in my understanding of personal finance. 1 2 3 4 5

10. I actively seek out information to improve my financial literacy. 1 2 3 4 5

11. I often compare my financial situation to others. 1 2 3 4 5

12. I feel comfortable discussing money with others. 1 2 3 4 5

13. I regularly express gratitude for what I have financially. 1 2 3 4 5

14. I tend to avoid financial discussions due to discomfort. 1 2 3 4 5

15. What is one financial habit you would like to improve?

16. What mindset shift do you think would most benefit your financial situation?

Rate yourself on a scale from 1 to 5 for each statement, where: