What's your Investing Personality?

Quiz Questions

• 1.
  What does investing mean to you?

  • A.
    Gambling: think Casino Royale, little free drinks and a disorienting lack of natural day light
  • B.
    Kaching: Getting rich in a very short period of time
  • C.
    Comforting like a hot chai on a chilly day: A stress-free way to grow your wealth over the long term
  • D.
    Lots of eggs, lots of baskets: A way to diversify my business income
• 2.
  Have you started investing yet?

  • A.
    Can I do it with a bank account often in the red? Then it's a nope.
  • B.
    Yes, through my work's pension plan (at least that 9-5 is good for something)
  • C.
    Yes, I have a self-directed brokerage account or mutual funds
  • D.
    Yes, B + C, ya girl's doing her best to grow her wealth
• 3.
  What worries you about your ability to invest?

  • A.
    I think that investing is complicated & I don't think it's for mere mortals
  • B.
    I'm a little overwhelmed at the thought of investing BUT I think with some guidance I'll be able to manage
  • C.
    I'm not worried at all...I make money moves everywhere I go
• 4.
  What are examples of investors that you know?

  • A.
    Your sister's boyfriend's uncle who lost all his money day-trading
  • B.
    Bro's at work who mansplain the stock market
  • C.
    Your older cousin who has been killing it with her investing game
  • D.
    Warren Buffett, Oprah, Cathie Wood, MacKenzie Scott
• 5.
  What's the first thing you want investing to do for you?

  • A.
    Maybe help me pay down some debt
  • B.
    Prepare for retirement
  • C.
    It's my ticket to a work-optional life, so I'm not tied to my 9-5
  • D.
    Generate wild generational wealth & help me create a legacy
• 6.
  If your money game was a celebrity, who do you aspire for her to be?

  • A.
    Joni Mitchell: She was never in it for the money, her art is her life. That and her big floppy hats.
  • B.
    Billie Eillish: Very young but quick coming out of the gates quick & has a lot of potential
  • C.
    Meryl Streep: Solid, dependable, has stood the test of time by churning out revenue generating films year after year
  • D.
    Cher - The goddess of pop has been accumulating her wealth through multiple streams of income over the the years and is "the rich man her mom wanted her to marry"
• 7.
  If the stock market dropped 30% in a month, I would...

  • A.
    Sell in panic, because who knows what will happen
  • B.
    Hold tight and do nothing
  • C.
    Buy more, because stocks are on sale
  • D.
    I don't know what I would do 🤷🏽‍♀️

Quiz Outcomes

• 1.
  Your Personality is: Carefree Caitlin

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  You are a hard work boss who wants more for herself. You’ve got a good head on your shoulders and want to spend more time on your passions and less working. You’ve seen the money game work for others but don’t know where to start yourself. With a little help and some mentorship, you can gain the financial knowledge that will help you soar. Repeat after me: “I am deserving of money”.Go check your inbox to get your next steps in levelling up your money & investing game!
• 2.
  Your Personality is: Up and Coming Money Boss

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  You’re a go-getter. Your mom and grandma didn’t have the opportunities you do & you’ll be damned if you don’t make these women proud. Your parents worked exceptionally hard so you can be where you are. You were expected to get a safe 9-5 with benefits and be satisfied, but you want more for yourself. More freedom. More money. More living your big juicy Boss Life.You want to learn to invest so that you do away with old money scripts & can live the life you were meant to.Go to your email inbox to see what I recommend to up your money game!
• 3.
  Your Personality is: Money Maven

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  You’ve achieved most of the career milestones your 16-year-old self had dreamed of. Now that you are there, you realise that there’s more to life. You have big goals, big aspirations beyond the letters after your name or your prestigious job title. You know you should be investing intentionally – you just haven’t gotten around to figuring it out. You are a lifelong learner. You are confident, that with some guidance, you can manage your own money – after all the bros at work do it, so it can’t be that hard, right?Next steps: Go check your inbox for my recommendations on level up your money & investing game!
• 4.
  Your Personality is: Abundance Alchemist

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  You are an entrepreneurial spirit at heart. You love everything about working for yourself and setting your own rules. You are not going to ask anyone for permission for a seat at the table. You are building your own.You want to learn to invest so that you can lock in all your hard work and diversify your sources of income.Go check your inbox to get your next steps in levelling up your money & investing game!