Your financial behavior is essentially all in your head. Over the last 10 years I’ve been able to recognize seven distinct Money Mind Sets and designed specific ways of delivering my advice to help them work with their financial personality rather than against it. What’s your Money Mind Set? Take the quiz and find out….
Read the questions below and put a check mark next to the answers that most closely match your feelings about each.
NOTE: Your name and address will never be sold, rented or given away.
When you meet with a Financial Advisor, banker or planner of any kind:
When making a vehicle purchase:
When buying a home:
When choosing a mortgage:
If you felt you made a financial mistake you would:
When making investment decisions:
You think credit cards are:
If a friend asked you for financial advice you would:
Expenses related to food:
Expenses related to items like kids activities and sports are:
Be sure to click Submit Quiz to see your results!
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For an expert financial advisor in Durham Region specializing in cashflow for those earning $150,000+, contact me, Donald G Turnbull. I am your Certified Cashflow Specialist who can handle your insurance, investment and retirement planning needs.
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Money Mindset Quiz
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