Let's Find Your Money Archetype

You're about to discover which of the four Money Archetypes is running your business and exactly what to do about it.

Section 1: Your Relationship with Money & Decision-Making

1. When a large, unexpected payment from a client hits your bank account, your first gut reaction is: *

A. Relief and satisfaction. I immediately allocate it according to my financial plan.

B. A jolt of anxiety. "Okay, how do I make sure this happens again? I can't relax yet."

C. A brief glance, then a quick mental shift to a more pressing client problem.

D. An intense mix of excitement and pressure. "I need to spend or invest this now before something goes wrong."

2. You notice a consistent dip in cash flow every few months. Your instinct is to: *

A. Review the data, identify patterns, and adjust the forecast.

B. Stress and hustle harder until it stabilises.

C. Avoid looking too closely - it’s just “part of business.”

D. Make a bold, spontaneous move to “shake things up.”

3. If your business suddenly lost its biggest client, you would: *

A. Review contracts, stabilise cash flow, and plan next steps.

B. Panic about the future and question your worth.

C. Go quiet - I’d need time before facing the numbers.

D. Jump into frantic marketing or make a risky offer to replace the loss.

4. "Reviewing my monthly financial statements" sounds like: *

A. A responsible, routine task, like getting an oil change for my car.

B. A stressful but necessary chore, where I'm mostly just looking for problems.

C. A root canal. I'll do it... eventually.

D. A rollercoaster. It's either a moment of triumph or a pit of despair.

5. When you reach a financial goal, your next move is to: *

A. Celebrate briefly, then plan the next milestone.

B. Worry that it might not last.

C. Downplay it - there’s still work to do.

D. Overspend or overcommit in the high of the win.

6. When it comes to setting prices for your services, you tend to: *

A. Set them based on market research and a clear understanding of my value, and state them confidently.

B. Set them, then immediately worry they're too high and feel the need to over-justify them.

C. Set them as low as possible to make the conversation quick and avoid negotiation.

D. Change them often, sometimes charging high in a moment of confidence, other times lowballing out of desperation.

7. When a new client agrees to a high-ticket package, your first thought is: *

A. Great - now to deliver with excellence and document the results.

B. I hope they don’t regret this. I need to prove I’m worth it.

C. Relief, followed by a quiet panic about managing the extra workload.

D. Excitement, quickly followed by the urge to reinvest it into something bigger.

8. The phrase "business debt" makes you feel: *

A. It's a strategic tool for leverage when used wisely.

B. A source of constant, low-grade stress.

C. Trapped. It's something to be avoided at all costs.

D. Dangerous and unpredictable, a necessary evil at best.

9. How do you typically approach taxes? *

A. Planned and systematised - I track and save throughout the year.

B. Stressful - I dread the deadlines.

C. Avoidant - I’ll get to it… eventually.

D. Reactive - I scramble at the last minute and vow to “do better next year.”

10. You make a significant financial mistake in the business. Your primary internal response is: *

A. "Okay, that didn't work. What's the lesson here and how do we pivot?"

B. A spiral of self-criticism and worry about the long-term consequences.

C. A wave of shame, followed by a strong urge to ignore the problem and hope it goes away.

D. Panic, followed by an impulsive action to try and "fix" it immediately.

2: Your Work Habits & Mindset Your Work Habits & Mindset

1. Your "ideal" workday would be: *

A. A balanced mix of strategic thinking, team leadership, and key client-facing work.

B. A packed day where I know I've worked incredibly hard and cleared my entire to-do list.

C. A day focused purely on my craft or client work, with minimal "business stuff."

D. A day filled with exciting new projects and big wins.

2. When a team member or contractor makes a mistake, your first thought is: *

A. "Is the system clear enough? Let's review the process together."

B. "I knew I should have just done it myself."

C. A feeling of frustration, but you avoid a direct conversation about it.

D. It depends on my mood - either intense frustration or a feeling of "everything is falling apart."

3. Taking a two-week, completely unplugged vacation feels: *

A. Essential for my long-term strategic thinking and well-being.

B. Irresponsible. The business needs me.

C. Like a fantasy. Who would handle everything?

D. Both amazing and terrifying. I'd worry the entire time.

4. The phrase "Good enough" feels: *

A. Like a practical standard for most tasks.

B. Like a personal failure.

C. Like a relief, but also a bit lazy.

D. Unacceptable. It has to be amazing.

5. When you’re behind on goals, you tend to: *

A. Reassess strategy and adjust calmly.

B. Work harder and longer - rest can wait.

C. Withdraw and hope inspiration returns.

D. Swing between hyper-focus and avoidance.

6. When you imagine scaling your business, you feel: *

A. Excited to systemise and expand sustainably.

B. Anxious about losing control.

C. Disconnected - growth sounds exhausting.

D. Energised but fearful of burning out.

7. Your daily to-do list looks like: *

A. Balanced - a mix of strategic and operational work.

B. Endless - I’m never done.

C. Minimal - just the essentials.

D. Chaotic - filled with bursts of creativity and urgency.

8. Delegating tasks feels: *

A. Empowering - it frees me for leadership.

B. Risky - no one does it as well as I do.

C. Draining - explaining things takes more energy than doing it.

D. Unpredictable - I either delegate too much or nothing at all.

9. Your attitude toward rest is: *

A. Essential - it’s part of sustainable growth.

B. Earned - I’ll rest when everything’s done.

C. Guilt-inducing - I feel unproductive when I slow down.

D. Inconsistent - I either rest too long or not at all.

10. Your business's success is primarily a reflection of: *

A. The quality of our systems and the strength of our team.

B. My personal effort and sacrifice.

C. My expertise in my craft.

D. My ability to seize opportunities and navigate chaos.

Section 3: Your Relationship with Others & The Future

1. When a mentor suggests you double your prices, you think: *

A. "Interesting. Let's analyze the numbers and the market to see if that's viable."

B. "They don't understand my clients. I'd lose everyone."

C. A wave of intense discomfort and a desire to change the subject.

D. "Maybe I should triple them!" followed by a crash of self-doubt.

2. Asking for help on a major business challenge feels: *

A. Smart. Leveraging the expertise of others is a key part of leadership.

B. Like admitting I've failed to figure it out on my own.

C. Incredibly vulnerable and something I avoid unless absolutely necessary.

D. A last resort when I'm in a full-blown crisis.

3. When someone offers constructive criticism, you: *

A. Appreciate it — it helps me grow.

B. Take it personally — it lingers in my head.

C. Smile and move on, but avoid them next time.

D. React emotionally, then regret how I handled it.

4. You’re offered an exciting new collaboration, but it’s outside your comfort zone. You: *

A. Evaluate risks and resources before saying yes.

B. Say yes immediately, then worry you’re not ready.

C. Politely decline - it’s not the right time.

D. Jump in, then question everything once it’s underway.

5. When you think about the financial future of your business (5-10 years), you feel: *

A. A sense of purpose and strategic direction.

B. A low-grade hum of anxiety.

C. Overwhelmed. I prefer to focus on the next 3-6 months.

D. It's impossible to predict, so I don't spend much time on it.

6. You see a peer achieving major financial success. Your honest reaction is: *

A. Inspired - it shows what’s possible.

B. Triggered - I compare myself instantly.

C. Detached - good for them, but not my business.

D. Motivated and resentful all at once.

7. Your family's attitude towards "rich people" was generally: *

A. Neutral or aspirational.

B. A mix of suspicion and resentment.

C. We didn't really talk about them.

D. Fascinated by their lifestyle, but also critical of them.

8. Talking about money with your partner or family feels: *

A. Open and collaborative.

B. Tense - I often brace for conflict.

C. Avoidable - I’d rather not.

D. Unpredictable - it can turn emotional fast.

9. Your core motivation for being a business owner is: *

A. To build a sustainable asset and create a meaningful legacy.

B. To finally achieve a level of security where I don't have to worry anymore.

C. The freedom to be my own boss and focus on the work I love.

D. The thrill of the challenge and the potential for unlimited upside.

10. If your business were a person, you’d describe your relationship as: *

A. Respectful partnership - we grow together.

B. Co-dependent - I need it to feel safe.

C. Distant - it demands more than it gives.

D. Volatile - thrilling but unpredictable.

What best describes your business stage right now?

I’m established and steady (3+ years in business)

I’m growing and scaling — things are expanding fast

I’m rebuilding after a big change or burnout

I’m early-stage and building structure

What’s your approximate annual business revenue?

Under $250K

$250K–$750K

$750K–$1.5M

$1.5M+

What industry do you operate in?

What’s your biggest motivation right now?

Gaining clarity and direction

Creating more freedom and space

Building sustainable profit

Reconnecting to my passion and purpose

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