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We each have a unique financial personality. Money means something different to each of us. For some, it’s security. For others, a ticket to that next adventure. There are savers-and spenders. And many shades of in-between. Your financial journey is unique, influenced largely by your habits and beliefs. When you have a better understanding of your tendencies related to money (aka the emotions that drive your spending and saving), you start to look at money differently. You see the big picture. You take control. Your confidence builds. And you make more informed decisions. To understand why you make the financial decisions you do, we created the Financial Personality Indicator. It’s a tool to help you identify your financial personality profile.
Financial Personality Indicator
The process will take just 10 to 15 minutes of your time, and results will be provided through an in-person or virtual meeting (whichever works best with your schedule) where you can learn more about your personality and financial preparedness score in a judgment-free, supportive conversation. Complete all pages and choose “Submit Answers” on the final page to complete the process (answers not submitted will be lost if your browser is closed).