Equuis Wealth Management
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What is the Money Mindset Quiz?


Financial behavior is essentially all in your head.  This tool offers specific ways of delivering advice to help you work with us. 

What is YOUR Money Mindset?  Take the quiz and find out!

Financial behavior is essentially all in your head! We've designed specific ways of delivering advice to help you work with your financial personality rather than against it.

Question 1 out of 10

Expenses related to items like kids activities and sports are:

Question 2 out of 10

Expenses related to food:

Question 3 out of 10

If a friend asked you for financial advice you would:

Question 4 out of 10

You think credit cards are:

Question 5 out of 10

If you felt you made a financial mistake you would:

Question 6 out of 10

When making investment decisions:

Question 7 out of 10

When making a vehicle purchase:

Question 8 out of 10

When buying a home:

Question 9 out of 10

When choosing a mortgage:

Question 10 out of 10

When you meet with a Financial Advisor, banker or planner of any kind:

Your Quiz Results:

Location

5405 26th Street, Vernon, BC

Contact Us

250-260-1104

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Cash Flow Planning
Investment Planning
Estate Planning
Retirement Planning
Insurance Protection
Business Servic
  • Home
  • Get Started
  • Your Financial Plan
    • Cash Flow Planning
    • Investment Planning
    • Estate Planning
    • Retirement Planning
    • Insurance Protection
    • Business Services
    • Choosing a Financial Planner
    • Money Mindset Quiz
    • Stewarding Your Money
  • About Us
    • Advisors
    • Client Service Standard
    • Join Our Team
  • Resources
  • Contact