Mind Over Money
Free Resource — Week 2 Awareness
Your Savings Audit
5 minutes to discover exactly where you are — and where you're headed
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Your savings snapshot
Every number here is just information — and information is power. You're already doing something brave by looking.
How much do you currently have saved? (across all accounts)
$0 – $500
$500 – $2k
$2k – $10k
$10k – $25k
$25k+
Do you have a dedicated emergency fund?
No months worth of expenses saved
Less than 1 month's worth of expenses
1–3 months worth of expenses
3–6 months worth of expenses
6+ months worth of expenses
How consistently do you save each month?
Rarely or never
Only when I remember
Most months
Every month, set amount
Automated every month
Your money patterns
Your relationship with money runs deeper than any spreadsheet. These questions help us understand the full picture.
When you check your bank account, your first feeling is usually...
I haven't been looking — and that's okay
I feel nervous but I look anyway
Neutral — it's just a number
Curiosity — I want to know
Confidence — I stay on top of it
After a stressful week, how likely are you to spend emotionally?
Sometimes
When you think about saving more, what comes up for you?
I am ready to grow my income
I have started before and I am ready to stay consistent
I want to enjoy money and save it
I'm doing okay but could do better
I feel solid and want to optimize
Your financial anxiety check
There are no wrong answers here — every response gives us insight into where your greatest growth opportunity lives.
I often feel behind financially compared to my peers.
Sometimes
I feel anxious when unexpected expenses come up.
Sometimes
I believe I am capable of building real wealth.
Sometimes
I have a clear picture of where my money goes each month.
Sometimes
Your savings goals
Your goals are the compass. Let's get clear on what you're building toward.
What's your #1 savings goal right now?
Emergency fund
Pay off debt first
Start investing
Home / real estate
Financial freedom
Not sure yet
What's the one thing you'd most like support with?
Growing my income
Navigating my debt with a plan
Building a system that actually sticks
Finding my starting point
Leveling up from where I am
One last thing ✨
So I can send you a personalized response to your results — just drop your name and Instagram handle below.
Your first name
Your Instagram handle
@
I'll send you a personalized message with your next steps 💌
Want your personalized next steps?
Message me "SAVINGS" on Instagram and I'll map out your personalized money roadmap with you.
Message Me on Instagram
Tap to open Instagram — then just say "SAVINGS"
Your Audit Results
Here's a snapshot of where you are right now — and the beautiful thing is, awareness is where everything begins.
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Want your personalized next steps?
Message me "SAVINGS" on Instagram and we'll map out your personalized money roadmap together.
Message Me on Instagram
Tap to open Instagram — then just say "SAVINGS"