What's Your Financial Identity
Financial Identity Quiz

Introduction

This quiz is designed to help you understand your unique financial identity through the five core attributes introduced in Finding Your Financial Identity. It’s most effective when taken both before and after reading the book.

On your first attempt, you may find some questions unfamiliar or difficult to assess—this is completely normal. Simply choose 1 for any statement you don’t yet understand or feel confident about.

After you’ve enjoyed the book, return to the quiz to see how your awareness and understanding of your financial identity have evolved. The contrast between your first and second results will highlight just how much clarity and confidence you’ve gained.

Instructions

Rate each statement from 1 (Strongly Disagree) to 5 (Strongly Agree).

Questions

  1. I can articulate my Money Story.
  2. I understand how my upbringing influences my financial decisions.
  3. I have clearly defined personal values.
  4. I have established my goals and can state the purpose of my money.
  5. I can identify the 7 key areas of planning.
  6. I understand basic financial concepts like compounding and risk.
  7. I can explain the difference between assets and liabilities.
  8. I consistently apply financial skills like budgeting and automation.
  9. I review my financial position regularly.
  10. I understand financial documents such as tax returns and performance measurements.
  11. I review financial documents pertaining to me with understanding.
  12. I seek new financial experiences to improve my confidence.
  13. I learn from past financial mistakes and adjust my behavior.

Scoring Logic

Add your scores for all questions. Total possible: 65.

Level Mapping

Novice: 1-14 | Apprentice: 15-29 | Competent: 30-44 | Accomplished: 45-54 | Master: 55-65

Once you have enjoyed the book Finding Your Financial Identity come back and take the take the quiz again.