The Know Yourself Money Assessment

Is money your least favorite topic because you just don’t have a strong grip on financial matters? I get it! But as we’re planning for retirement and to have a thriving Third Age, unfortunately, money is a necessary thing to think about.

Whether you’re single or have a partner, you need to tackle your finances to plan for your retirement. Those that have confidence in their money and financial situation know exactly why they make the money decisions they do. Don’t you want to have that confidence?

That’s why we love this Know Yourself Money Assessment from Rachel Cruze and Ramsey Solutions. It will help you get clarity on your current financial situation and how you think about money in general. It’s 83 engaging questions that take about 15-20 minutes to go through. After you complete it, you’ll get 30 pages of personalized insights that will help guide you to a better money mindset.

Money Mindset

A lot of our financial decisions are rooted in how we were raised, our beliefs and fears about money. After you go through the assessment, you’ll get answers to WHY you make the decisions you do and the healthiest version of your unique money mindset.

Once you know WHY you’re doing what you’re doing with your money, it makes it so much easier to figure out HOW to make real financial progress towards your goals.

Couples or Individuals Finances

Whether you’re in a relationship or single, there’s an assessment for you. The Couples assessment is $10 more ($30 versus the individual’s $20) and you’ll both need to take it. But it’s worth it!

Once you’ve both taken the assessment, you should have a deeper understanding of your spouse, create easier conversations about money, and have better tools for shaping your money mindset and goals – together. 

What Results You’ll Get

As I mentioned, you’ll get a whopping 30 pages of personalized insights into your own money fears and finances. Those get broken down into categories:

  • Your Money Profile and Beliefs
  • Your Money Classrooms
  • Your Money Tendencies
  • Money Fears
  • Money Motivations
  • Attitudes and Actions

These results are all geared towards helping you build a better mindset around money, helping you to regain control of your finances and get that confidence so many others seem to have.

Is it Worth It?

Here’s the big question – is this really worth it? If you feel at a loss and hate talking about money, we think it’s a great framework to start thinking and talking about it. Especially if you want to start planning for your post-retirement life.

Some of the reviews mention that not everyone felt like the questions fit them or were things they already knew about themselves, but if you’re at a loss as to where to even begin, we think this could be just the tool for you.