Purpose
This isn’t about judgment—it’s about awareness. This financial healing assessment is designed to help you explore your relationship with money, uncover any inherited patterns or emotional wounds, and identify areas that may be calling for healing, realignment, or expansion.
Set aside 10–15 minutes. You may want to have a journal or notepad nearby.
🌿 Part 1: Emotional Patterns Around Money
Answer honestly. There’s no wrong answer—only information that wants your love and attention.
1. When I think about money, I mostly feel:
A) Peaceful and empowered B) Anxious or uncertain
C) Guilty, ashamed, or avoidant
D) Like it’s never enough, no matter what I do
2. I learned about money from watching:
A) Empowered and balanced role models
B) Caretakers who struggled, worried, or overworked
C) People who argued or avoided talking about money D) Nobody really talked about it—I figured it out on my own
3. I feel worthy of receiving money through ease, joy, or unexpected sources:
A) Absolutely
B) Sometimes, but it feels uncomfortable
C) Not really—I feel I need to earn every cent
D) I never thought about receiving money that way
4. I tend to:
A) Spend and save in alignment with my values
B) Overspend and then feel guilty
C) Under-earn or undercharge for my services D) Avoid checking my bank account or bills
🧬 Part 2: Generational & Ancestral Inheritance
Let’s explore what you may be carrying that isn’t even yours.
5. Growing up, the message around money was:
A) Positive and supportive
B) “There’s never enough”
C) “Money is for them, not people like us”
D) “Don’t talk about it—it causes problems”
6. Has anyone in your family modeled healthy wealth, savings, or investing?
A) Yes, and I feel supported by their example
B) A little, but not consistently C) No—it’s always been struggle or secrecy
D) I’m the first one even trying to figure this out
7. Do you feel you’re carrying any financial burdens from your lineage?
A) No
B) I think so, but I’m unsure how to release them
C) Definitely—like I’m paying for generations of struggle
D) Yes, and I also feel pressure to be the one who changes everything
💫 Part 3: Mindset, Receiving & Flow
Money is an energy—it flows where it’s welcomed, not just where it’s earned.
8. How do you feel when someone gives you a gift, money, or generous offer?
A) Grateful and open to receive
B) Awkward, like I owe them something
C) Uncomfortable or guilty
D) I often reject or downplay it
9. How do you speak to yourself about money?
A) With respect and confidence
B) With stress or fear
C) I criticize myself for not having more
D) I mostly avoid thinking or talking about it
10. Do you believe abundance is available to you?
A) Yes, fully
B) Sometimes, but not consistently
C) Only if I work hard for it
D) For others, yes—for me, not really
🔮 Results & Reflection: Where You May Be in Your Healing Journey
Mostly A’s:
You have a strong and grounded relationship with money. You likely already have healthy systems and beliefs in place. Your work may be about refining, expanding, and teaching others.
Mostly B’s:
You’re on the healing path and aware of your patterns. There’s some inner conflict—old stories may still pull you back—but your willingness to look inward is your greatest strength. Keep nurturing your trust and worth.
Mostly C’s:
Your money story may be deeply tangled with shame, scarcity, or ancestral wounds. This is a powerful place to begin your healing journey. You’re not alone—and none of this is your fault. This is an invitation to gently rewrite your story.
Mostly D’s:
There may be unprocessed trauma, inherited pain, or avoidance that’s asking to be brought into the light. You’re being called to pause, feel, and reclaim. Consider journaling, working with a coach or therapist, or exploring somatic or ancestral healing practices.
✨Journal Prompts to Go Deeper:
• What patterns around money am I ready to release?
• What did my ancestors teach me (directly or indirectly) about wealth?
• What would it feel like to be fully safe, seen, and supported financially?
• If money were a relationship, what would it say about how I treat it?
• What does financial freedom look like for me—not just numbers, but feeling?
🌺 Final Thought:
Financial healing isn’t about becoming perfect with money. It’s about becoming whole.
When you choose to heal your money story, you don’t just change your life. You change the energetic blueprint for everyone who came before and everyone who comes next.