A money story is your financial wiring.
It can help you – like with an abundance mindset – or it can hold you back – like a I’m-just-not-good-with-money mindset.
Our stories get reinforced through confirmation bias and often become a self-fulfilling prophecy.
If you want to strengthen your good stories and rewrite your bad stories, you have to know what they are first.
The following is the list of questions we ask new Financial Zen Members to think through during their Foundations Program.
Use it to discover your own money stories – good and bad – so you can start to improve your money mindset.
THE QUESTIONS:
What did you do to earn money growing up?
What money lessons did your family teach you and what have you learned on your own?
What’s the best financial decision you’ve ever made?
What’s a financial decision you wish you could “hit the reset button” on?
On a scale of 1 to 10, how confident are you with your financial future? Why?
On a scale of 1 to 10, how would you rate your Financial IQ? Why?
Besides yourself, who else is impacted by your financial health?
How do you feel about money? Love it, hate it or indifferent?
Are you more of a spender or a saver?
How much time do you regularly dedicate to reviewing your financial health?
Is there any part of your financial life you’re losing sleep over?
What’s your current savings strategy?
How do you make your investment choices?
What’s your “learning style” – auditory, visual or kinesthetic (feeling)
What are your financial goals and what’s your current strategy to achieve them?
If you had to, would you rather spend less or save more to achieve your goals?
What’s one thing you’ve always wanted to do, but never thought was actually possible?
What would you do with your time If you could retire today and still maintain your standard of living? (i.e. what will you do once you achieve Financial Zen?)
