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Money & Finance

Money Mindset Check-in

Surface the beliefs and emotions you carry about money so you can coach the story underneath the numbers.

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1

How would you describe your relationship with money in one sentence?*

2

When you think about money over the next 12 months, which word fits best?*

3

Complete the sentence: "People who have a lot of money are…"*

4

Complete the sentence: "People who struggle with money are…"*

5

On a scale of 1–10, how much do you believe you deserve financial abundance?*

5
Not at allFully
6

What is one old money belief you are ready to release, and what would you replace it with?*

Educational Guide

Financial coaching is rarely just about math; it is about the emotional weight of money. This check-in surfaces the subconscious beliefs and anxieties a client holds about wealth, lack, and self-worth. By making these invisible scripts visible, the coach can address the emotional root cause of financial self-sabotage.

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  • Sent via magic-link directly to client's email or SMS
  • Requires no client app installation or portal login
  • Responses stream instantly back to your coach dashboard