Is Your Money Serving You?

Hey Sis, it’s time for a money check-in. Answer these quick questions to see where you stand and where your next breakthrough might come from.

Money Clarity Assessment

First name

Last name

Email

Phone

Section 1: Emotional & Mental Inventory

Let’s start with what’s going on behind the scenes, your mindset, and attachments around money.

1. Do you currently own anything of value (clothes, electronics, tools, etc.) that you haven’t used in over 12 months?

Yes

No

2. Are you paying for subscriptions or memberships you rarely use?

Yes

No

3. Do you feel overwhelmed when you look at your finances or spending habits?

Yes

No

4. Do you make financial decisions based more on emotion or guilt than logic or strategy?

Yes

No

5. Is there something you’re holding onto simply because of emotional attachment, not because it serves you now?

Yes

No

Section 2: Financial Alignment

Now, let’s see if your money habits are actually working for your goals.

6. How aligned do you feel your spending is with your current financial goals?

Very aligned

Somewhat aligned

Not aligned at all

If you selected "Other" above, please specify your financial goals that are not listed above.

Section 3: Action Insight

You’ve done the reflecting, now it’s time to take one bold next step.

8. What is something in your life right now that’s costing you time, money, or peace but no longer serves a purpose?

9. If you sold or let go of it, how could that money or energy be redirected to a financial goal?

10. What’s one thing you can do this week to move closer to clarity?

11. Would you like help creating a clear, personalized action plan?

Yes, I’m ready to schedule a consultation

Yes, I’d love a resource or guide

Maybe later, just browsing right now

Bonus Reflection:

I am ready to release __________ so I can make room for __________.

Based on your responses, it’s time to take back control of your money and your peace.

Let go of what no longer serves you
Redirect that value into your goals
Gain clarity and confidence around your money decisions

Money Clarity Toolkit

Need help turning your insights into action? The Money Clarity Toolkit is your next step. For just $7, this digital guide will walk you through practical exercises, goal-setting templates, and action plans to help you stop the financial foolery and start building real progress.

Gain Money Clarity

Get clear. Get focused. Get moving.

Download the Toolkit Now and Take Control of Your Financial Journey