Financial Personalities

Which Personality type are you?

Which financial personality best describes you?

Top Retirement Planning Challenges:

Understanding your financial personality helps you determine who to trust as your advisor and how to make the most of that relationship. It also allows us as advisors, better understand and assist you.

Take some time to reflect on each for the personality descriptions below. Once you find one or to that you resonates with you, then click on the financial personality to discover how to best work with an advisor.

If you have questions, you can always schedule a call with us at any time!

Are You A Financial Dreamer?

Financial Dreamers can feel intimidated, helpless, and reliant on others when dealing with money and investing. In relationships, you may defer to your partner for financial decisions. There’s nothing wrong with this approach—it’s simply how you feel about money. Understanding it is key to moving from hopelessness to peace.

Are You A Financial Avoider?

The financial avoider feels overwhelmed by countless choices and lacks knowledge about money and planning. Searching online often leads to more confusion with conflicting advice. This paralysis can cause procrastination, avoidance, and delays in securing your financial future. Recognizing this tendency is the crucial first step toward taking control and moving forward.

Are You A Financial Initiator?

The financial initiator is confident and empowered, knowing what they want and how to achieve it. Clear about their goals, they’re open to working with others and take proactive steps toward a stable financial future. This personality exudes optimism, determination, and a strong sense of control over money matters.

Are You A Financial Collaborators?

Financial collaborators thrive in cooperative relationships, especially within a marriage or partnership. You find happiness and stability by making financial decisions jointly with your partner. Sharing equal responsibility provides comfort to your family. However, it’s essential to have a backup plan in case something happens to your partner.

Are You A Financial Analyzer?

The financial analyzer deeply understands finances and thoroughly researches options. You compare prices, weigh pros and cons, and make informed decisions. However, analysis paralysis can occur when obsessing over perfection. This approach to money isn’t wrong—it’s simply how you feel. Understanding it helps shift from hopelessness to peace.