What is your unique financial personality?
The Financial Personality Indicator takes just minutes of your time but can provide insight into a lifetime of financial beliefs and habits. Understanding your unique financial personality will help you become more confident in the way you relate to money.
Traditions Bank has developed a series of questions that are designed to help start a conversation about money. The “Financial Personality Indicator” is not meant to label you or put you in a box. It is meant to give you insight into why you make the financial decisions you do, and what money means to you.
Through a personal financial coaching session with a Traditions Bank professional, we will review your Financial Personality and financial preparedness in a collaborative conversation to explore your financial goals and action steps.
In the meantime, see if you can identify with one of the four Financial Personality Profiles.