self-assessment & guide book - amazon s3 · self-assessment & guide book ... ____ exciting...

Self-Assessment

& Guide Book

MoneyDNA™ Mastery. © 2011-2014, Melanie Benson, Inc. | Success Connections. All rights reserved. No part of this document or program may be reproduced, taught or shared with another unless you are certified to teach MoneyDNA.

(877) 830-3139 | [email protected].

This MoneyDNA™ Guidebook is a designed to help you identify where your MoneyDNA Barriers are. As you go

through the MoneyDNA Blueprints, the self-assessment and the questions, please be honest. This is not a contest

to be perfect but rather a breakthrough opportunity. As you answer the questions, take your time with them. One

or two words will NOT help you identify the blocks and you will later wonder why you are not getting clarity.

This process will be one of the most powerful steps during your MoneyDNA™ Mastery program. Please remember

this assessment is ONLY to be used by you and you do not need to share it with me unless we are working together

privately. Your honesty will propel you to clarity.

Each step is laid out to help you uncover clues – clues that will lead you to your original decision and the story

you’ve made up about life, money and success. If you encounter questions along the way, please bring them to the

Monthly Q & A call.

Remember that your MoneyDNA was formed based on a decision in your past. This decision may be highly

unconscious and now hiding underneath years of living.

Self-Assessment

& Guide Book



IDENTIFY YOUR MONEYDNA™ BLUEPRINT

As you review each of these seven MoneyDNA Blueprints, check the boxes by any of the signs that this

thinking or behavior is present for you today. As you follow along in the MoneyDNA Blueprint bonus call

write down the strategies for each blueprint. I’ll ask you to pick the MoneyDNA Blueprint you are most

seeing yourself in right now as the focus for our 90 day program together. You might notice that you see

yourself in multiple blueprints. Just pick the one you think is most like you right now.

Belief: I’m not good with money!

Story: “I don’t understand numbers and I’ll just screw it up”

or “So-and-so is better with money than I am.”

Values System: Primarily “Save the world” but can be any of

them

� Avoids dealing with money

� Resists sales conversations and marketing activities

� Does not routinely balance checkbook or track finances

� Does not know how much money they have

� Does not know how much debt they have

� Tend to over-delegate or abdicate money handling

� Often gets surprised with costly fines or massive debts

MoneyDNA Recoding Strategy

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Notes

Self-Assessment

& Guide Book



Belief: I’m not valuable.

Story: “I’m not the person who makes money”, “No

one will ever pay me THAT much.”

Values System: “Being Right” or “Relationships over

Money”

� Consistently broke or barely paying the bills

� Doesn’t charge enough or accepts low pay

� Does not have savings

� Lots of money fears and worries about how to make

it all work

� Makes up for the lack of earning potential by working

non-stop

� Difficult time believing that their financial situation

could improve, feels hopeless or discouraged

� Pattern of victim mentality or lack consciousness


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Notes

Self-Assessment

& Guide Book



Belief: Money is bad/evil; Wealth is

not necessary for my life purpose.

Story: “It’s my birthright to serve in poverty.”

Values System: Save the world.

� Belief formed from religion, family values or

painful relationship with “evil wealth”

� Consciously rejects having more money and

success because “spiritual people don’t chase

money”

� Deeply desires having big impact or using their

passions in their work

� Often feel repulsed by sales and marketing,

concerned about being perceived as “salesy”

� Just want to do what they love

� Prayer and affirmations are strategy to attract

enough money


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Notes

Self-Assessment

& Guide Book



Belief: I must keep up financially

with my peers or I will be seen as

“less than.

Story: “My identity must reflect higher

wealth – so I’ll spend what I don’t have to

keep up appearances.”

Values System: Materialism; Money is Power

� Spends money to feel good about self.

� Refuses to budget or stick to spending plan.

� Feels better momentarily when spending

outrageous amounts of money then later regrets.

� Usually has high debt that causes stress. The more

debt, the more outrageous the spending.

� Extreme is addiction to buying things that are

unnecessary and damaging to relationships.

� Fears being seen as “less than” so tries to keep up

with their peers (competitive spending.)


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Notes

Self-Assessment

& Guide Book



Belief: There is never be enough; I

have to work harder to get ahead.

Story: “There is never enough time to get

everything done.”

Values System: Build Empire; Wealth at any

Cost

� Lots of activity and chaos in approach to building

business.

� COST of always pushing to get more done is taking

toll (energy failing, health issues, depression,

overwhelm, no time for family, etc.)

� Disorganized, never have time to handle things

properly.

� Tends to make things very complicated in running

the business.

� Under-staffed and has become bottleneck.

Investment in hiring “takes” from time or money to

do other things.

� Erroneously believes being busy is same as being productive.

� Lacks routines and systems to properly manage cash flow (or other key business operations).

MoneyDNA Strategy

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Notes

Self-Assessment

& Guide Book



Belief: There is limited money in the

world.

Story: “I need to get ahead while I can;” or “I

could lose it all any day.”

Values System: Order; Rules, Structure

� Work hard to stash lots of money to feel safe.

� End result justifies any means (may manipulate or

harm others to get ahead.)

� Wealth accumulation puts relationship building on

an “as-needed” basis.

� Worried/fearful they will lose it all someday.

� Strategy is to protect themselves and their fortune.

� Tends to stash money in untouchable investments

for the future but lives meagerly in the day to day

of life.

� Often lives in a paradigm of “playing” broke even if they have lots of wealth.


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Notes

Self-Assessment

& Guide Book



Belief: Abundance is my birthright.

Story: “The world is my oyster;” “I can have

whatever I put my mind to.”

Values System: Fulfillment, Leverage,

Prosperity, Ease, Grace

� Sees what’s possible and focuses on what they

need to do to achieve it.

� Expects to achieve more money and success.

� Take action from inspiration vs. fear.

� Focuses on developing leveraged income streams

that do not depend on their working in the

business.

� Invests in self, resources to achieve goals.

� Uses a system to manage cash flow and create

reserves.

� Committed to fulfillment first, business second.

� Has defined success based on their terms (not

society/)

� Looks for opportunities that expand energy (and ruthlessly rejects ideas/opportunities that contract.)

� Highly selective about who is in their inner circle. Recognizes the influence that their environment has on their success

mindset.


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Notes

Self-Assessment

& Guide Book



SELF-ASSESS YOUR CURRENT SITUATION

Please rate your current level of success with each of these factors below. 0 = non-existent, 3 =

sometimes, 5 = great results with use.

MoneyDNA Internal Mastery

____ Daily Meditation (your ritual of connecting to your higher self)

____ Daily Wealth Visualization (use of audio program or other resource to guide your mind)

____ Daily Wealth Mantras (daily sayings to help you remember the truth and your new wealthy

mindset)

____ Clear Wealth Desires (your beliefs and focus are aligned with positive values)

____ Abundance Self-Talk (your mental chatter is positive and hopeful vs. worried, negative and in

fear.)

____ Reactivity Control Process (your ability to minimize your downward spiral when negative

situations arise.)

____ Removal of Triggers (you have minimized contact with the negative stimuli in your world such

as naysayers, bad influences, confidence shattering situations, etc.)

____ High Possibility Mindset (you are inspired and focused on your great work in the world.)

____ Wealth Infusions (you regularly educate yourself through reading books aligned with wealth

attraction.)

____ Mentoring/Support (you are actively working with a coach to help you identify and

breakthrough blocks so you can master your business and your life.)

____ Positive, Wealth-Focused Community (you are regularly involved with other positive, powerful

trailblazers who are up to big things.)

____ Exciting Vision and Goals that act like a magnet pulling you towards them.

____ Consistent, aligned actions that move you towards your goals without undue stress or

overwhelm.

Self-Assessment

& Guide Book



MoneyDNA System Mastery

____ Money Magnet Machine (your current business model making desired income)

____ Consistent, Focused Action To Market, Sell And Deliver your offerings.

____ Clear Debt Relief Plan (a specific plan to get out of debt or live debt-free)

____ Current Revenue Projections (monthly habit of projecting incoming revenue from offerings)

____ Current Budget of Expenses (monthly habit of projecting outgoing expenses and growth

investments)

____ Weekly Financial Check In (weekly meeting with bookkeeper to review cash flow status

____ Charge Appropriately for Services (your ability to charge what you are worth, and get it)

____ Bookkeeper (regular use of a bookkeeper to track and manage your financial information)

____ Accountant (quarterly use of an accountant to prepare tax info and guide your finances.)

____ Cash Reserve (minimum three months business and personal expenses in liquid savings

account.)

____ Wealth Investments. (IRA, stocks or other diversified investments for your future needs.)

____ Financially Solvent (ability to profitably invest in necessary strategies and resources to achieve

goals.)

____ Ongoing Giving Practice (scholarship programs, regular tithe or contribute to a philanthropic

organization)

Self-Assessment

& Guide Book



UNCOVERING YOUR MONEY BARRIERS This section is designed to help you identify areas of thinking that are clues to where your MoneyDNA barriers

(limiting beliefs, fears and conflicts that hold you back) are in your blind spot or are unconsciously sabotaging

success. Put a score next to all of these statements (0 = never, 1 = infrequently, 2 = sometimes, 3 = often, 4 =

frequently, 5 = always.)

____ You experience pain or panic about how much money you have.

____ You routinely are making “just enough” to get by.

____ Your motivation mantra is “I HAVE to make this work or I’ll have to go get a job!”

____ You are losing sleep worrying about how you will cover your bills this month.

____ You avoid looking at your bank statements or you are behind on filing taxes.

____ Your coach, friends or colleagues tell you that you undercharge but you can’t imagine charging more.

____ Your prospects tell you that you are too expensive or say they can’t afford you.

____ The fear of what you will have to give up or change to be successful is a recurring concern.

____ On some level you see wealthy people as “bad” or you are worried you will be “like them.”

____ You feel like you are blocked by an invisible wall keeping you from achieving your next level of success.

____ You only do just enough to get or make your bills then you lose your focus or inspiration to go further.

____ You never think about money or more success. It’s not important to you at all.

____ If (fill in the blank) had not happened, then I’d still have plenty of money in my life.

____ The people you spend the most time with are broke, complain about money, gossip about people who

have more than they do or make you feel drained in some way.

____ Parts of your home or work environment are cluttered – stacks of papers, junk you no longer need,

broken items in need of repair, old clothes or appliances that are not being used, etc.

____ In your past (including childhood) you notice a pattern of never having enough money to feel secure. Or

you had a pattern of having a lot then having none.

____ In your past, someone important used money to wield power over someone else.

____ You often compare yourself against others as your measure of success. Either you strive to be better

than them (judgment) or you get frustrated that you are not further along (comparison).

____ At some point in your life you looked around and said, “I will NEVER end up like that!”

Self-Assessment

& Guide Book



____ There is a big desire you have to get married and have children (which on a very deep level you worry

about how you can do that and create a successful business.)

____ You are proud that you can make due with very little income.

____ In your family there is pride in working hard to achieve more success. You often find yourself working so

hard that you have to recover for a few days.

____ You hold back from investing in your business because you can’t afford it.

____ You are still doing it all yourself because you can’t financially justify paying others to help you.

____ The idea of selling your services make you feel panicky.

____ You alternate between a big payday and scrambling for sales.

____ You can’t imagine becoming more successful because the success you have now already overwhelms

you.

____ The only way you know how to generate more money or success is to work more (or harder) and since

you never want to be burned out again you can’t see how to make it all work (so it doesn’t.)

Self-Assessment

& Guide Book



PERSONAL INTROSPECTION

In this section I want you to write out the answers to the following questions. It’s important that you don’t skip it

or try to do just enough to get by. This is where many of your breakthroughs will occur. Ask yourself the question

at least three times and write down what else comes up. When you draw a blank, ask yourself, “What else?”

What’s my experience like today around my career and how much success I’ve achieved? How is it in

relationship to what I desire?

Self-Assessment

& Guide Book



What is my experience with money?

What’s important to me about money?

Self-Assessment

& Guide Book



What I grew up hearing about (or learned about) money/success is:

I’d love to make more money but…

Self-Assessment

& Guide Book



When I think about people who have money I feel/see….

What is your story (what you tell yourself) about money and success?

Self-Assessment

& Guide Book



The patterns I experience around money are:

What I wish I could have now but don’t….

Self-Assessment

& Guide Book



MONEYDNA™ MONEY BARRIERS

Now write down the limiting beliefs, fears or conflicts that you’ve uncovered that you think are holding you back

from achieving more money and success. Circle the ones that you believe could be the main one or the biggest

issues right now. You’ll use them in session one and two.

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Self-Assessment

& Guide Book



MONEYDNA™ HEAD TRASH

Throughout the program (and your life) you’ll notice that you have non-supportive, negative, limiting thoughts that

run through your mind. As they surface, write them here. They are clues that will allow us to surface the damaged

areas. Please do not be surprised if you complete MoneyDNA Mastery and these thoughts surface again. It’s a sign

that either you are not keeping your MoneyDNA strong or that new wounds have been triggered. Simply work the

process again or if you are continuing in MoneyDNA or graduating to a mastermind program, bring them to your

coach.

You can also post your head trash in your Facebook Group in the document, “head trash” if you’d like to make sure

it’s totally gone and I know what’s surfacing for you (you can post it anonymously if you wish.)

self-assessment & guide book - amazon s3 · self-assessment & guide book ... ____ exciting...

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