This assessment reveals the specific psychological pattern that keeps you financially stuck, despite your success. Answer honestly based on your actual behavior, not what you think you should do. There are no right or wrong answers - only insights that lead to breakthrough.

First Name *

Last Name *

Email *

Describe your last financial decision you knew was wrong while making it. Which thought was strongest in that moment? *

I'll figure out the perfect plan to fix this later

I just got paid well, I can afford this

I deserve this after working so hard

Dealing with the consequences later is easier than dealing with this now

I need this to feel better right now

I'll make more money later to cover this

When your income drops by 30-40%, what happens first? *

I spend hours researching the "best" way to cut expenses but never actually implement anything

I panic and immediately slash spending across everything, then feel deprived and overspend later

I feel guilty about past spending and make extreme restrictions that I can't maintain

I avoid looking at my finances entirely because it feels too overwhelming to deal with

I either obsessively check my accounts every hour or completely stop monitoring my money

I assume it's temporary and maintain my lifestyle hoping income will bounce back quickly

How many financial "fresh starts" have you attempted in the past 18 months? *

I've researched and planned multiple systems but haven't fully implemented any of them

3-5 times - I restart every time my income changes significantly

Several times - I do well for a while then something happens and I give up

I keep meaning to start but it feels too complicated so I postpone

I alternate between intense focus periods and complete avoidance

Multiple times - I start with good intentions but other priorities always take over

Complete this sentence: "I'd have my finances handled if I could just stop _____." *

Researching and planning and actually start doing something, even if it's not perfect

Making spending decisions based on my current balance instead of my real financial position

Sabotaging myself every time I start making real progress

Avoiding financial tasks because they feel overwhelming and complicated

Using money management as a way to control my emotions

Choosing immediate wants over long-term wealth building

Last time you had a great income month - what actually happened? *

I spent weeks researching the "optimal" way to allocate it but never made decisions

I increased my lifestyle spending because I felt wealthy, then regretted it later

I made good financial decisions initially, then found reasons to undo them

I left most of it in checking because deciding what to do felt too complicated

I either obsessively planned every dollar or spent it impulsively to celebrate

I enjoyed the moment and figured I'd deal with long-term planning later

Which financial task do you avoid most? *

All of them until I can create the perfect comprehensive system

Any planning that requires thinking beyond this month

Tasks that involve acknowledging my financial progress

Anything that involves multiple steps or decisions

Tasks that require me to face financial stress or uncertainty

Long-term planning that requires sacrificing current enjoyment

When you try to follow financial advice, what breaks down first? *

I never start because I want to optimize the advice before implementing

It works until my income changes, then I abandon it

I follow it perfectly for a while, then unconsciously stop

I get confused by the steps and give up

I either follow it obsessively or ignore it completely

I start strong but choose easier options when discipline gets difficult