Money Quiz

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Block 1 - Check all that apply

I love to shop, I’d do it every day if I could

It feels good to spend money

I have continuous credit card debt

I like having the latest things (newest IPhone for example)

I feel like if I don't buy something while it's on sale, I'm "not saving"

I believe I will always find more money when I need it

I don't carry cash and don't mind putting $1 charge on my card

I spend without worrying about if I can pay the bill later or if it impacts another bill

I have multiple credit cards and store cards

I feel bad when I open my bills

Block 3 - Check all that apply

When I save money, I feel good

I have a money account no one knows about

I don’t like spending a lot of money

I look for deals on what I want to buy

I won’t buy something unless it’s on sale or I can negotiate a better price

I study reviews and reports before purchasing most items

I get worried if something is expensive and worry about spending too much money

I don’t care about owning the latest item, just one that works

I worry I may never have enough

My savings goals keep getting larger without tying them to my expenses or needs

Block 5 - Check all that apply

I don’t know how much is in my bank account

It worries me to think about money, so I don't

I don’t know how much money I need to get by

I don’t know how much money I owe

Investing for my future is great, but I can do better

I’ll never be able to save enough money for a long retirement, so why try

I’m not good with money

I don’t have enough money to worry about managing it

Looking at money things makes me anxious or unhappy

Someone else handles my money (spouse, parent, advisor) so I don't have to think about it

Block 2 - Check all that apply

I always contribute to friends’ charity requests

People love to get my thoughtful, wonderful gifts

I give money without thinking how it might impact my financial health

I often treat at restaurants, paying for others

I don’t think I need or deserve to have a lot of money

I don’t consider the cost in giving gifts

I believe I will always have enough money to get by

I believe people who pay for others are impressive

I want people to think of me as generous and giving

I want people to think that I don’t worry about money

Block 4 - Check all that apply

I buy expensive clothes to look good

I want people to think I’m very well paid and successful

I like to show off my stuff – it was expensive

I dream big – not one yacht – I’ll have two

I want in on the latest opportunity

I think status in important in today’s world

I like having a lot of things

I hope people think I have more money than I do

I will be super wealthy if I work hard or invest right

I believe you can “fake it until you make it”

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Demeter Financial Services
7 Hilltop Drive
Mt Holly Springs, PA 17065

717-385-7160

Securities offered through registered representatives of Cambridge Investment Research, Inc., a broker-dealer, member of FINRA SIPC to residents of PA. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Demeter Financial Services and Cambridge are not affiliated.

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