WHICH FINANCIAL PERSONALITY BEST DESCRIBES YOU?
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 advisors like myself to better understand and assist you.
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Please watch my Introduction to Financial Personalities below. Take some time to reflect and identify which financial personality resonates with you, then take the “self-quiz” below choosing one of the five financial personalities that you think fits you the best.
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Then click on your financial personality to discover how to best work with an advisor.
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 If you have questions, you can always schedule a call with us by clicking on any of the Schedule Call buttons on these pages.
After you've watched this video - don't forget to read through the different financial personalities and pick the one you think fits your personality the best.
You can always schedule a call with us but if you’re not quite ready to schedule a call and would just like to know more about us – please go to www.bertramfinancial.com and watch our extensive catalog
of videos on a wide range of subjects everything to do with Financial Planning.
Are You A Financial Dreamer?
When it comes to dealing with money and investing, Financial Dreamers can feel intimidated, helpless and reliant on others to take care of your financial matters. If you’re in a relationship or married, you may find yourself deferring to your partner when it comes to financial decisions. There’s nothing wrong with having this financial personality—it’s just how you approach and feel about money and financial decisions, and understanding that is key to move from a sense of hopelessness to peace.
Are You A Financial Avoider?
The financial avoider, on the other hand, feels overwhelmed by the multitude of financial choices and lacks knowledge when it comes to money matters and financial planning. You feel like you have a lack of knowledge so you may have tried Google and you get 1000s of answers or results that often contradict so you’re left feeling more confused than when you started. The vastness of options and information available can be paralyzing. As a result, you may procrastinate, avoid making decisions, and delay securing your financial future. Recognizing your tendency to avoid financial matters is the first step toward taking control.
Are You A Financial Initiator?
The financial initiator is a self-assured and empowered individual who knows what they want when it comes to financial goals and how to achieve them. You’re clear about your objectives and open to working with someone to accomplish them. This financial personality exudes confidence and optimism, taking proactive steps to secure a stable financial future.
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 possesses a deep understanding of finances and takes the initiative to thoroughly research every option. You’re meticulous, comparing prices and seeking the best deals. Your decisions are well-informed, weighing the pros and cons. However, there is a risk of getting too caught up in analysis paralysis, obsessing over finding the perfect option, and forgetting about other important values beyond price tags.There’s nothing wrong with having this financial personality—it’s just how you approach and feel about money and financial decisions, and understanding that is key to move from a sense of hopelessness to peace.​
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