Financial Identity Assessment

You already know what a budget is. So why don't you stick to it?

It isn't because you didn't know. There is something emotional happening — you get some kind of payoff from the way you relate to money. Personal finance is 80% behavior. It is only 20% knowledge.

Saver Earner Spender Chaser

There are four financial identities, and none of them are bad — they are what they are. Each one has a healthy side and an unhealthy side, and each one is tied to an emotional scar that usually goes back further than you would like.

Before you begin

Thirty questions. About ten minutes.Half of them ask for you at your best. Half ask for you at your worst.
Answer as you actually are.Not as you would like to be. Looking in the mirror stings — it is also the only thing that changes anything.
You will not see a score on this screen.That part is deliberate, and it is explained when you finish.

Your name

Email

So we can match your results to you. You will not be scored on this screen.

Received

Thank you.

Your assessment is in. That is everything we need from you before the retreat.

Why there is no score on this page

That part is deliberate. Melina teaches all four financial identities before anybody sees a number — and then you find out which one you are, in the room, with everyone else. If you read your result on your phone this week, that moment is gone.

Generally speaking, you aren't going to be honest about yourself. That's why we do this part together. Melina Boswell

Your results will be handed to you at the retreat. Printed, face down, and not a second before.

See you there.