The Vine Living

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The Vine Living

Free Money Mindset Assessment

This assessment helps uncover your thoughts, feelings, behaviours and history with money. It supports a deeper understanding of your financial beliefs and challenges. It will help you determine if you need help in any area.

Financial Coaching Assessment

A. Emotional Relationship with Money

B. Financial Behaviours & Habits

C. Money History & Core Beliefs

D. Financial Goals & Confidence

Open-Ended Reflections

Reflection & Insights

Disclaimer & Acknowledgement

Please confirm that you understand the role and limitations of financial coaching services. 

I am a financial coach, not a licensed financial advisor, accountant, or investment professional. The services I provide are for educational and informational purposes only and are intended to support your financial wellness through goal setting, budgeting, and financial behavior strategies. I do not offer personalized financial advice, recommend specific investments, or sell financial products. Any financial decisions you make are solely your responsibility, and you are encouraged to consult with a licensed financial advisor, tax professional, or other qualified experts before making financial decisions.

Natasha Rubin-Coupland profile picture

Natasha Rubin-Coupland

Maxwell Certified Coach | Inclusive results-driven leader, expert in winning strong partnerships and passionate about the well-being of people and community.

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