Financial Psychology Personal Assessment

Money affects much more than just a person’s bank account; it has impact on emotions, relationships, health, and overall well-being. Understanding your emotional responses to money helps you make more solid, logical decisions about personal finances. Identifying how your money decisions are influenced by others, and how negative habits can be changed for the better, has powerful benefit for your whole life.

This training section provides an in-depth look at the psychological factors that affect how you handle money. You’ll get a sense of how money is tied to emotions, explore who influences your money decisions and how to get qualified information. We’ll cover behavioral finance, where you’ll examine your own financial attitudes, beliefs, and behaviors and learn how to make positive behavior change. How to set good goals, break them down into achievable action steps, and monitor your progress is the final part of this learning.

Financial Situation Assessment & Custom Report

Complete these brief surveys to assess your current financial situation and generate your custom financial education report. Your answers will point up possible areas you may want to address and tips for how to work toward meeting your financial goals.

Financial Sentiment Survey

Willingness to Adopt Positive Financial Behaviors

Long-term Financial Behavior & Outcome Survey

Planning, Prioritization, & Setting Goals Worksheet

Download this worksheet to prioritize your action steps and set clear goals that help you work toward greater financial security and wellness.