What's your money

mindset stage?

Nine honest questions. No judgement, no jargon. At the end you'll see where you

stand today and the exact next step RoseMarie recommends for you

What's your money

mindset stage?

Nine honest questions. No judgement, no jargon. At the end you'll see where you stand today and the exact next step RoseMarie recommends for you

What's your money

mindset stage?

Nine honest questions. No judgement, no jargon. At the end you'll see where you stand today and the exact next step RoseMarie recommends for you

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WHERE ARE YOU WITH MONEY — REALLY?

INTRO

This isn’t a personality quiz and it’s not a judgement call. If you’ve lived a little, you’ve likely moved through more than one money season already. Sometimes you’ve been steady. Sometimes you’ve been building. Sometimes life has shifted the ground under you and you’ve had to reorient.

This check-in isn’t about where you started or where you’ve been. It’s about what matters most today, given your real circumstances and the role you’re in right now.

Answer based on now. Not your best year. Not your hardest year. Just today.

INSTRUCTION

Choose the option that feels most true right now.

THE QUESTIONS

1. When you think about your money right now, the feeling that shows up most often is:

A. Unfamiliarity. I’m newly responsible for this and still orienting myself.

B. Avoidance. I’d honestly rather not think about it.

C. Anxiety. It feels heavy and urgent more often than not.

D. Caution. I’m paying attention, but I don’t fully trust my footing yet.

E. Calm curiosity. I’m ready to build intentionally.

2. Looking at your numbers feels:

A. New territory. I’m learning how to look at them at all.

B. Overwhelming or paralysing.

C. Stressful, but I know I need to face them.

D. Manageable, though still uncomfortable at times.

E. Mostly neutral or even empowering.

3. When unexpected expenses show up:

A. I’m still figuring out how these things even work.

B. Everything feels like it might unravel.

C. It’s stressful, but I usually manage somehow.

D. Annoying, but not destabilising.

E. Part of life. I plan for them.

4. Your relationship with debt feels like:

A. Something I’m just beginning to understand.

B. A monster in the corner of the room.

C. A weight I’m actively worried about.

D. Something I’m working through thoughtfully.

E. A tool I understand and handle intentionally.

5. The thought that sounds most like you right now is:

A. “I’m learning how to take this on myself.”

B. “I just want the stress to stop.”

C. “I need a clear plan so I don’t make this worse.”

D. “I want to get stronger and more consistent.”

E. “I’m ready to design something bigger.”

6. Your biggest money challenge right now is:

A. Getting oriented and confident handling things directly.

B. Avoidance and overwhelm

C. Fear of making the wrong move.

D. Inconsistency and self-doubt.

E. Long-term clarity and direction.

7. The kind of support that feels most helpful right now is:

A. Clear, practical guidance without assumptions.

B. Gentle and low-pressure.

C. Structured and steady.

D. Encouraging and confidence-building.

E. Expansive and future-focused.

8. When you imagine your financial future, you feel:

A. Cautiously curious — still learning the landscape.

B. Uneasy and uncertain.

C. Concerned, but motivated.

D. Hopeful and willing.

E. Energised and expansive.

9. Which statement feels closest to the truth right now?

A. I’m stepping into responsibility I haven’t held before.

B. Money feels louder than I want it to be.

C. I’m trying to stabilise things so they don’t get worse.

D. I’m building steadier habits and confidence.

E. I’m ready to think beyond day-to-day money.

Helping families across Canada eliminate debt and build generational wealth through proven micro-habit strategies.

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What's your money

mindset stage?

Nine honest questions. No judgement, no jargon. At the end you'll see where you

stand today and the exact next step RoseMarie recommends for you

What's your money

mindset stage?

Nine honest questions. No judgement, no jargon. At the end you'll see where you stand today and the exact next step RoseMarie recommends for you

What's your money

mindset stage?

Nine honest questions. No judgement, no jargon. At the end you'll see where you stand today and the exact next step RoseMarie recommends for you

WHERE ARE YOU WITH MONEY — REALLY?

THE QUESTIONS

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