Values & Emotions Quiz

Personal values, priorities, and goals can have impact on an individual’s definition of wealth

• True

• False

Your personal values do not have a role in defining your relationship with money and
finances.

• True

• False

Emotions sometimes play a role in how an individual thinks about money.

• True

• False

Over time an individual develops tendencies and habits that may have impact on their financial goals.

• True

• False

Which of the following might affect an individual’s financial tendencies?

• Age

• Career and Salary

• Educational level

• All of the above

A person experiencing a positive emotional state is always more likely to make responsible financial decisions because the majority of his/her fundamental needs have been fulfilled.

• True

• False

Once established, it is not possible to change your personal financial tendencies and habits.

• True

• False

Your financial plan may require several adjustments over the course of your lifetime as your personal situation, finances, lifestyle, and goals change

• True

• False

You should aim to keep your finances and financial plan aligned with your primary values and goals.

• True

• False