Financial Personality Type

What’s Your Financial Personality Type?

Answer each question thoughtfully. At the end, tally your answers to discover your Financial Personality Type.

1. When you think about money, what matters most?





 

2. When facing a big decision, you tend to...





 

3. Your ideal financial advisor would be someone who...





 

4. Financial success feels like...





 

5. When challenges arise, you usually...





 

6. I feel most confident when...





 

7. If I won a large sum of money, I would first...





 

How to Find Your Financial Personality Type:

Count how many times you selected each letter (A, B, C, D).

Mostly A’s: Legacy Builder – Family, service, and building a lasting impact drive your financial choices.

Mostly B’s: Strategic Steward – Thoughtful planning and analytical decisions guide your path.

Mostly C’s: Empowered Visionary – Growth, opportunity, and future potential inspire your strategies.

Mostly D’s: Protective Planner – Protecting what you have built with care and dignity is your top priority.