A Quick Self-Reflection

Financial Future Check-In

10 questions to recognize what's working and see where to focus next.

You can be in a solid financial position and still wonder whether you're on track. This quick check-in helps you notice what feels clear and where you would like more confidence.

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How do you feel about your money today?

You may have more working for you than you realize. Take a moment to notice what feels clear and where you would like more confidence.

Rate each statement from 1–10

1Strongly disagree

10Strongly agree

Answer based on where you are today.

0 of 10 answered

Statement 1

1.I know what comes in, what goes out and what I save each month.

Statement 2

2.I feel capable of earning money and helping it grow.

Statement 3

3.I generally feel good about money and where I'm headed.

Statement 4

4.I regularly check my cash flow and know what I own and what I owe.

Statement 5

5.I have a plan for saving and investing, and I follow it.

Statement 6

6.I understand the risks and potential rewards of my investments.

Statement 7

7.I believe having more money gives me more choices about how I help others.

Statement 8

8.I appreciate what I have while working toward what I want.

Statement 9

9.I feel in charge of my money.

Statement 10

10.I trust that the steps I'm taking are moving me toward my financial goals.

Answer all 10 statements to see your score.

Your Financial Future Check-In

Answer all 10 statements to see your score.

Next Step

Explore the Patterns Behind Your Money Decisions

At The Wealth Within, we explore how beliefs, emotions and familiar patterns influence the choices we make. Learn more about the experience and whether it fits what you are looking for.

Explore The Wealth Within