What is your Money Personality?

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Quiz Questions

1.
You receive an unexpected windfall of $10,000. What do you do with it?
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- A.
  It’s free money! Let’s shop!
- B.
  Use it to help people I love. And, well, maybe spend a part of it on myself.
- C.
  Pay off debt or invest it.
- D.
  Split it between things I want and things I need.
2.
Who is in charge of your money?
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- A.
  Manage my money? I don’t spend a lot of time thinking about it.
- B.
  I have always been in charge of the money, from groceries to investing.
- C.
  It’s a joint decision, but it feels like most of the burden falls on me.
- D.
  I hire experts to be in charge of my money.
3.
What is your biggest money stress right now?
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- A.
  I don’t make enough to have the lifestyle I want.
- B.
  I am worried about paying for the kids’ college and my parent's elder care.
- C.
  I am worried I will make a mistake with my money.
- D.
  I am living paycheck to paycheck.
4.
You see a pretty bauble in the store window. You…
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- A.
  Tell yourself you can’t afford it even when sometimes you can.
- B.
  Tell yourself, “I’ve spent so much already, a little more won't make a difference.”
- C.
  Mentally check to see if it fits in your budget.
- D.
  Feel guilty about wanting it when your family has so many needs.
5.
How do you want to solve your money challenges?
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- A.
  I believe I have the answers to fix my money problems inside me, I just haven’t figured it out quite yet.
- B.
  It would be heavenly for someone to tell me what to do.
- C.
  I don’t think there is a good solution. I’m between a rock and a hard place.
- D.
  Find a solution? I’d rather open a bottle of chardonnay.
6.
Imagine what your life would look like if you weren’t worried about money...
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- A.
  My life would be transformed. I would be secure financially and I could look myself in the eye.
- B.
  My life would look pretty much the same, but I would finally be enjoying the hell out of it. I would have work/life balance and fully optimized investing.
- C.
  If I wasn’t worried about money, I would pick up my kids after school every day, take friends out to dinner and to significantly help my charities.
- D.
  If money was no object, I would leap with both feet into pursuing my passion projects. I crave personal freedom.

Quiz Outcomes

1.
Your money personality is…The Optimizer
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You’re the master of your money, the leader, the one to take a deep dive into your numbers and be happy with what you see. You, my friend, are none other than an Optimizer!Predominant money type: The OptimizerYou already have a lot of pieces in place in your financial life. This may be a time in your life when you are seeking to optimize what you have and tweak your choices to get the most out of your investments. You align what you value and believe with how you manage money in your life. You know that each degree of fine tuning at this point can create exponential growth down the road, and you want to get the most bang for your buck.You are the most balanced of the money personality types. You aren't afraid of looking at your numbers and you don't tend to shame yourself for money mistakes.In the scheme of things, you have plenty, but you are ready for growth.You have the basics of this money thing figured out, and are exploring how to dial it in.What to watch out for:You tend to play it safe. Remember to take a few calculated risks. That's how you learn and explore.Also, make sure to enjoy your money. Having plenty of money while believing in your gut that money is scarce doesn't feel very rich or joyful.OK - you know your money personality type. Now what?The next step...Wish you had an expert who could take a look at your personal situation and offer you some real help?Then sign up for this free Money Made Easy Breakthrough Call. In just 30 minutes, you'll have at least one simple and actionable strategy for creating the financial security you dream of.
2.
Your money personality is…The Artful Dodger
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Predominant Money Type: The Artful DodgerArtful Dodgers are vibrant and live life to the fullest. To you, money is simply a means to wonderful things and incredible experiences. It is a useful tool. However, you avoid the drudgery of thinking about and managing your money.At times the truth of what is going on with your finances is painful to you, so you distract yourself.NOT looking at your numbers is less scary than figuring out what to do to fix things. It’s likely you are avoiding looking at your bank balance. You are dropping bills into the trash rather than opening them, to avoid the self judgement. If you can’t see know how to fix it, why inflict pain on yourself? Sometimes when you think about how you made a decision about money, it feels like there was a fog instead of a clear, thoughtful decision.The upside of being an Artful Dodger:You rarely have to say no to yourself. You live in the moment. You say yes to life and enjoy all the luxuries other money personalities don't because they are doing boring things like budgeting. The other money personality types envy how you take risks and boldly embrace life.The downside of being an Artful Dodger:Often there is shame involved with how you have handled your money in the past that keeps you from becoming a money badass.You may avoid the big picture of your finances, robbing you of the chance to create greater wealth.You may appear to other people as carefree and generous with your money, but the net effect feels like disconnect and at times, fear.What to watch out for:Often, Artful Dodgers try to fix their money issues with big bold strokes that are hard to maintain over the long haul. This can feel overwhelming and end up pushing you further from your goals. Suggestions: 1st stepThe first step is to forgive yourself for any money mistakes you have made. You are human. Heal your money wounds before you try to make big changes in your financial life.You have been avoiding being involved with your money to protect yourself. Honor that part of yourself. Then take the next step.THE NEXT STEP:Wish you had an expert who could take a look at your personal situation and offer you some real help?Then sign up for this free Money Made Easy Breakthrough Call. In just 30 minutes, you'll have at least one simple and actionable strategy for creating the financial security you dream of.
3.
Your money personality is…The Giver
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No wonder everyone loves you, my friend! You are generous to a fault.Predomenant Money Type: The GiverThis does not necessarily mean that you are donating huge sums of money to those less fortunate (although you may), it means that you are doing everything for everyone else. You give of your time, your money, your attention, and your love.You are strong and have been successfully doing it all. But you are exhausted.The upside of being The Giver:You are beloved by all. Your heart is full because you have expressed your love through giving to others. There is no chance you will ever be called selfish.The downside of being The Giver:Chances are good that you are an OverGiver. You give at the expense of your own desires and goals. And who is going to fill YOUR cup?THE NEXT STEP:Wish you had an expert who could take a look at your personal situation and offer you some real help?Then sign up for this free Money Made Easy Breakthrough Call. In just 30 minutes, you'll have at least one simple and actionable strategy for creating the financial security you dream of.
4.
Your Money Personality is... The Juggler
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You are the money personality type that has the most to juggle emotionally.Your predominant money type: The JugglerLike a juggler, your strength is your balance.You have a balanced approach to your spending, investing, and financial habits compared to all the other personality types.You are an individual who maintains a middle ground between the extremes of financial behavior. You don't save every penny you have ever made, and you don't spend money like it's on fire. You recognize the problems that come with each extreme.You have a lot of practice juggling contradictory demands on your time and money.You want...The security of money in the bank AND the fun of spending on things you desire.You want...Work that you are passionate about AND to spend time with friends and family.If juggling money priorities were a sport, you would be an Olympic champion.The upside of being The Juggler:You aren't an extremist. You won't lose your nest egg betting on who is going to win the Kentucky Derby.Plus, people depend on you because you give so much.The downside of being The Juggler:It is exhausting trying to balance everything. All. The. Time.You don't receive a lot of understanding. Folks who are penny pinchers think The Juggler is extravagant while the people who live life on the edge think The Juggler is a stick in the mud.The Next Step:Wish you had an expert who could take a look at your personal situation and offer you some real help?Then sign up for this free Money Made Easy Breakthrough Call. In just 30 minutes, you'll have at least one simple and actionable strategy for creating the financial security you dream of.

What is your Money Personality?

Take this quick quiz to reveal your money strengths + weaknesses. Find your unique path to abundance.

Quiz Questions

Quiz Outcomes