Questionnaire - Money Constellations

1. Client Name

2. Cell Phone No.

3. Confirmed session date

4. Confirmed session time

Confirmed session location

Online In-persion

6. Briefly describe the money issue or challenge you would like to work with.

7. What emotions arise most strongly for you when you think about money? (e.g. fear, pressure, guilt, shame, freedom, security, excitement, avoidance, responsibility)

8. Describe how your parents or caregivers managed money during your childhood.

9. What is your earliest emotionally significant memory involving money?

10. Have there been any major financial events within your family that feel relevant? (e.g. losses, conflicts, hardships, inheritances, business failures, or significant experiences

11. Are there any repeating money patterns in your life that you would like to better understand? (e.g. overspending, avoidance, under-earning, instability, carrying others financially, difficulty receiving, fear of investing, self-sabotage, etc.)

12. What do you believe money says about you as a person?

13. Is there any part of you that fears becoming financially successful, abundant, or fully secure? If so, please explain.

14. What are you hoping to better understand, release, heal, or shift through this process?

15. Describe what the ideal outcome of this Money Constellation process would be if it successfully resolved the issue you want to address.

16. Is there anything else you feel may be important for me to know before the session?

Money Constellations Client Acknowledgment
Thank you for choosing to participate in a Money Constellation with Joanne Miller.

Before we begin, it is important that you understand the nature of a Money Constellation process, my role as your facilitator, and what you can expect. By signing below, you confirm that you have read, understood and agree to the following: I understand that a Money Constellation is a facilitated process of exploration and awareness of my personal relationship with money.

I understand that a Money Constellation is a facilitated process that explores my relationship with money.

I understand that Joanne brings her knowledge, experience and professional expertise to guide the process and provides a safe, supportive and non-judgmental space in which unconscious money patterns and systemic dynamics can be explored.

I understand that the process is collaborative. The depth of my experience will be influenced by my willingness to participate fully, openly, honestly and with curiosity.

I understand that while many clients experience meaningful insights and shifts during a session, a Money Constellation is not intended to be a once-off quick fix for all money-related challenges. Insights may continue to unfold and integrate over time and, depending on the complexity of my circumstances, further exploration or support may be beneficial.

I understand that this process may bring up unexpected emotions.

I understand that everything shared during my session will be treated with respect and kept confidential. If I participate in a group session, I also agree to respect the privacy and confidentiality of all participants.

I acknowledge that every person’s journey is unique and that no guarantees or promises of specific financial, personal or business outcomes have been made.

I understand that Joanne does not provide financial advice, and that I remain responsible for any financial decisions I make.

Take some time to reflect on and answer the questions below before your session.

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