Money History Questionnaire 

Answer these questions to better understand your relationship to money. Recognize the patterns and attitudes that aren’t working, and celebrate the ones that are. Sharing your answers with your spouse, family member, or therapist can open up a productive dialogue and help you further recognize why you make the financial decisions you do.

Courtesy of Bari Tessler of Conscious Bookkeeping™. Call 888-518-1990 or visit consciousbookkeeping.com for more info.


What was my mother’s role when it came to our family’s finances?  What did I learn from her? How is my role like hers?

 

 

 

What was my father’s role when it came to our family’s finances? What did I learn from him? How is my role like his?

 

 

What were the main messages my parents gave me regarding money? How closely do I follow them or how strongly have I rebelled against them in the past and today?

 

 

What were the main messages my grandparents gave me regarding money? How closely do I follow them or how strongly have I rebelled against them in the past and today?

 

 

As a child, did I think I was rich, poor, middle-class?  How did I feel about this? And how do those feelings affect my perception of money now?

 

 

What is my ethnicity? And, what did I learn about money based on my culture or the country/countries that my family came from?

 

 

 

What are the money traumas/failures I’ve experienced? What lessons did I learn?  How have those lessons altered the way I deal with money now?

 

 

 

What big money successes have I had?  What lessons did I learn?  How have those lessons altered the way I deal with money now?

 

 

In what ways have I been sabotaging my success, clarity, or consciousness in the world and in my relationships by my money patterns?

 

 

What is my greatest fear regarding money?

 

 

What is my greatest joy regarding money?

 

 

Now, when I think about money, I see it as…?

 

 

 

What does abundance mean to me?  Do I feel I have and live an abundant life?

 

 

 

How do I think my relationship to money has affected my relationships with:

 

Family?

 

Partners, Spouse, Lovers?

 

Business partners?

 

Community, people at large?

 

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