Natural Financial Engagement Style 1 (w/o outcomes)

�I have a general sense of how much money I need to earn in order to comfortably cover my lifestyle.”

�I have a specific goal for how much I’d like to make next year.”

�I trust that if I love my work and do a good job, I will earn enough.”

�It’s difficult to turn down work opportunities even when I’m feeling maxed out.”

�I don’t keep track of numbers but feel like I have a pretty good handle on what I can afford.”

�I use my budget as a guide to make sure I don’t overspend.”

�If I splurge on something once in awhile, I don’t worry about it.”

�I try to keep a lid on my spending so that I can save more.”

�I have a general sense of when it’s time to pay bills and look over my accounts, but it’s not something I schedule.”

�I keep all of my account information organized and up-to-date.”

�I don’t feel like money has to be tightly controlled as long as I make reasonable choices.”

�I worry that if I don’t keep a close eye on my accounts something bad could happen, like identity theft.”

�For investments I look for the simplest solution.”

�I do a lot of research into any potential investment.”

�I take a long-term view on investing, so I’m not upset by ups and downs in the market.”

�I can’t stand the thought of losing money I’ve invested.”

�I like to contribute whenever I come across a worthy cause.”

�I plan out all of my annual giving to make sure I can make the most impact with my charitable dollars.”

�I hope to have enough money in the future to support causes I care about, but it doesn’t fit into my life right now.”

More Quizzes