What is your Financial Personality?

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Quiz Questions

1.
You crack open a fortune cookie... What message do you get? Choose the closest match.
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- A.
  It's not about the money. It's about the life you want to live.
- B.
  It is better to have a dependable income than a fascinating life.
- C.
  Love only grows by sharing. You can only have more for yourself by giving it away to others.
- D.
  Confucius says: Keep it simple...Never let yourself be overwhelmed by money.
2.
I often find myself giving money to friends and family when they need it (ie non-dependent adults).
- A.
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  True
- B.
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  False
3.
Have you ever felt overwhelmed by the idea of looking at your money because you don't know what you are looking at or what to do about it?
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- A.
  For sure
- B.
  Never
4.
Do you prefer to believe that it will all work out when it comes to money?
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- A.
  Yes
- B.
  No
5.
Have you ever wondered if your relationships are dependent on you giving people gifts or money to keep them in your life?
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- A.
  Sometimes
- B.
  Not really
6.
Has there ever been a time when money was scarce for you or someone you love?
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- A.
  Yes
- B.
  No
7.
What question do you ask yourself the most? Choose the closest match.
- A.
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  The economy is shaky, wouldn't it be less risky to stash my cash under my mattress?
- B.
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  If I stop giving my friends or family money, will they still need me or want me in their life?
- C.
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  Why worry about money right now when I can dream about all the things I can have in the future?
- D.
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  Isn't it easier to keep living paycheck-to-paycheck than stress myself by trying to figure out a budget?
8.
In the past, I have felt embarrassed, confused, and intimidated when talking about money because I'm not good at money-math?
- A.
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  True
- B.
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  False
9.
Do you sometimes find it stressful to think about spending money on a vacation or something else that you would enjoy?
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- A.
  Sometimes
- B.
  Never
10.
It's payday! - Your bank account is full again. What do you do? Choose the closest match.
- A.
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  Breathe a huge sigh of relief knowing your bills might finally get paid on time this month.
- B.
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  Excitedly call your friends to plan a celebratory dinner—your treat, of course. Woohoo!
- C.
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  Pull out your budget, log your new bank balance, and smile with satisfaction.
- D.
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  I wouldn't even know if there is something I should do. I'm just happy to have money.
11.
Which image BEST describes your relationship with money?
- A.
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  Relying on luck over planning.
- B.
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  Spending freely for enjoyment.
- C.
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  Avoiding financial realities.
- D.
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  Saving conservatively for security.
12.
Does your relationship with money impact your...? Choose all the apply.
- A.
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  Self-confidence and Esteem
- B.
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  Career Choice or Personal Potential
- C.
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  Friend, Family or Romantic Relationships
- D.
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  Future Vision or Outlook
- E.
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  Stress, Worry or Peace of Mind
- F.
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  Happiness, Joy & Pleasure

Quiz Outcomes

1.
You are an Open-handed Optimist
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Your results are also on the way to your inbox. Check your spam folder!You have a generous heart and take great joy in sharing what you have with others. For you, giving isn’t just about money—it’s about spreading kindness and making a positive impact in the world. It warms your heart to see others appreciate your generosity and feel supported by your care.You believe that if you have money, no matter how much, it’s only natural to help others, especially your friends and family. You may feel a sense of responsibility to ensure the people you care about are financially secure and thriving. Sharing your success with others brings you genuine happiness and strengthens your bonds.It is totally normal to enjoy your money when you have it, and to enjoy the feeling when you get to help others enjoy it too. We are motivated by our need for love and friendship, and we all have a need for financial security so if you can give that to someone else, of course you will. The opportunity is to extend that same care to yourself. Your generosity is one of your greatest strengths, and a beautiful reflection of how much you value connection. By creating clear boundaries and trusting your own financial choices, you can give with confidence rather than obligation. When you do, your relationships and your money start to feel more balanced, authentic, and genuinely supportive. 3 Steps To Shift Your Financial Confidence. Here are three powerful action steps you can do right away to go from financially uncertain to money confident. Read on...First, there are two simple questions to ask yourself:Step #1: What for? Take a moment to explore the real reason you are choosing to support others financially right now instead of prioritizing your own security. What’s hiding below the surface of “because I feel responsible”? Is it about feeling needed, avoiding conflict, or maintaining a sense of connection?Step #2: Why now? Uncover what’s driving your choice to provide support at this moment. Does it make you feel appreciated, loved, or in control? Once you can answer those questions, you are ready to ask yourself…Step #3: What else? Think about the possibilities. How can you still be supportive and loving while trusting in your value beyond money and your confidence to make informed decisions that lead to lasting financial security?So What's Next? If you’re nodding along right now, let’s talk through your results together. On this free call, we’ll unpack what your Financial Personality means for how you earn, spend, and save, and I’ll show you how to turn your biggest strength into your financial advantage.Click the button below to book your FREE Financial Personality Insights call. Hi! I’m Holly Wallis, Personal Finance & Profitability Coach. I am here to help you build clarity, confidence, and a straightforward plan for your finances, so you can reduce money stress and start using your money in ways that support your life with purpose and intention, today and into the future.That may sound impossible right now, but getting curious about numbers and coming up with a plan is what I do best. I hear your story, and then we get to work creating the best strategy for you to feel financially confident, knowledgeable, and in control of your money.This isn’t about nickel-and-diming your way to financial freedom. It’s about understanding your money, making aligned decisions you feel good about, and that support your version of success.You will discover that a life richer than you could possibly imagine is within your reach today, and I will help you create it.Book your FREE Financial Personality Insights call.
2.
You are a Trusting Believer.
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Your results are also on the way to your inbox. Check your spam folder!You have a deep belief that everything will work out in the end, and you trust that life has a way of balancing itself out. Patience and faith are your guiding principles, and you find comfort in the idea that financial highs and lows are part of life’s natural rhythm. You’ve learned that as long as things bounce back, you’ll be okay—and often, there’s someone willing to lend a helping hand when you need it.It is totally normal to choose ease and emotional security over stress and that feels natural for you. You focus on staying positive, believing that good things come to those who wait. This faith helps you navigate life with a sense of calm and resilience, even when things get tough. The opportunity is to bring that same trust to your finances by gaining more clarity and confidence. Your natural optimism and faith that things will work out have served you well. When you start looking more closely at your money, you move from hoping things will fall into place to knowing they will, because you'll know how to make it happen. 3 Steps To Shift Your Financial Confidence. Here are three powerful action steps you can do right away to go from financially uncertain to money confident. Read on...First, there are two simple questions to ask yourself:Step #1: What for? Explore the real reason you feel hesitant to look at your financial reality. What’s simmering below the surface of “I’m sure it will all work out”? Are you afraid of what you might find, unsure of where to start, or worried about feeling overwhelmed? Step #2: Why now? Reflect on what’s driving your choice to prioritize emotional comfort over financial security. Does avoiding the details feel safer or less stressful? What needs are you meeting by staying in this space rather than taking intentional steps toward financial clarity?Once you can answer those questions, you are ready to ask yourself…Step #3: What else? Think about the possibilities. What small, manageable choices could help you take back control of your life, trust your instincts, and become confident in making informed decisions so that financial security is a reality you can count on?So What's Next? If you’re nodding along right now, let’s talk through your results together. On this free call, we’ll unpack what your Financial Personality means for how you earn, spend, and save, and I’ll show you how to turn your biggest strength into your financial advantage.Click the button below to book your FREE Financial Personality Insights call. Hi! I’m Holly Wallis, Personal Finance & Profitability Coach. I am here to help you build clarity, confidence, and a straightforward plan for your finances, so you can reduce money stress and start using your money in ways that support your life with purpose and intention, today and into the future.That may sound impossible right now, but getting curious about numbers and coming up with a plan is what I do best. I hear your story, and then we get to work creating the best strategy for you to feel financially confident, knowledgeable, and in control of your money.This isn’t about nickel-and-diming your way to financial freedom. It’s about understanding your money, making aligned decisions you feel good about, and that support your version of success.You will discover that a life richer than you could possibly imagine is within your reach today, and I will help you create it.Book your FREE Financial Personality Insights call.
3.
You are a Resourceful Thinker.
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Your results are also on the way to your inbox. Check your spam folder!You’re someone who understands the value of being prepared, and you take pride in your ability to save for the future. Like a diligent squirrel storing nuts for the winter, you’re motivated to hold on to your resources, ensuring you’re ready for whatever life may bring. For you, financial security isn’t just a goal—it’s a source of comfort and stability.At some point in your life, you may have experienced or witnessed financial scarcity, shaping your belief that money isn’t always readily available. These experiences taught you the importance of being prepared for the unexpected. As a result, you’ve developed a smart, resourceful approach to managing your money, always keeping an eye on the future.It is totally normal to be motivated by a deep desire for stability and predictability, and your approach reflects your commitment to creating a secure foundation for yourself and those you care about.The opportunity is to balance that readiness with trust in yourself and your money so you can enjoy what you've built. Your careful planning is one of your greatest strengths, and it gives you comfort, control and security. With greater confidence, you can move from guarding the future to creating it on your terms. 3 Steps To Shift Your Financial Confidence. Here are three powerful action steps you can do right away to go from financially uncertain to money confident. Read on...First, there are two simple questions to ask yourself:Step #1: What for? Take a moment to explore the real reason you find yourself planning for disaster or stashing cash. What’s simmering below the surface of “it could all go away tomorrow”? Is it rooted in past experiences, uncertainty about the future, or maybe a desire for control?Your careful planning is a strength, and exploring why this is important to you can open doors to greater confidence and freedom. So next, ask yourself...Step #2: Why now? Consider what’s driving you to prioritize planning for every unknown over finding a balance between preparation and living fully in the moment. Does it provide a sense of comfort? Once you can answer those questions, you are ready to ask yourself…Step #3: What else? Think about the possibilities. What small steps could help you trust in your ability to enjoy life now while remaining prepared for surprises? So What's Next? If you’re nodding along right now, let’s talk through your results together. On this free call, we’ll unpack what your Financial Personality means for how you earn, spend, and save, and I’ll show you how to turn your biggest strength into your financial advantage.Click the button below to book your FREE Financial Personality Insights call. Hi! I’m Holly Wallis, Personal Finance & Profitability Coach. I am here to help you build clarity, confidence, and a straightforward plan for your finances, so you can reduce money stress and start using your money in ways that support your life with purpose and intention, today and into the future.That may sound impossible right now, but getting curious about numbers and coming up with a plan is what I do best. I hear your story, and then we get to work creating the best strategy for you to feel financially confident, knowledgeable, and in control of your money.This isn’t about nickel-and-diming your way to financial freedom. It’s about understanding your money, making aligned decisions you feel good about, and that support your version of success.You will discover that a life richer than you could possibly imagine is within your reach today, and I will help you create it.Book your FREE Financial Personality Insights call.
4.
You are a Focused Achiever.
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Your results are also on the way to your inbox. Check your spam folder!You are someone who works hard and takes pride in making things happen. For you, a productive day is one where you’ve checked off tasks, pursued your passions, and focused on what you do best. You thrive when working on projects that align with your strengths and prefer to dedicate your energy to areas where you feel confident and capable.When it comes to money, your focus has often been on living life rather than getting bogged down in the details of financial planning. Growing up, money may not have been a central topic, or you might have been taught to trust that things would work out. This has left you feeling unsure about financial matters, and at times, it’s easier to focus on what you excel at rather than face the unknowns of your financial picture.It’s totally normal to prioritize what feels comfortable and fulfilling, especially when other areas of life demand your attention. You’re motivated by a need for emotional security, ease, and success in what you’re passionate about.The opportunity is to bring that same level of attention and focus to your finances. Your drive to focus on what truly matters to you has helped you create a full and meaningful life. When you start looking at your finances with clarity and curiosity, money stops being a background worry and starts supporting the life you’re intentionally creating. Building financial self-confidence gives you the assurance that you are making your life happen.3 Steps To Shift Your Financial Confidence. Here are three powerful action steps you can do right away to go from financially uncertain to money confident. Read on...First, there are two simple questions to ask yourself:Step #1: What for? Explore the real reason that you are afraid to look at your financial reality at this moment. What is lurking behind the frustration and fear of “I don’t know what I’m doing”?It’s okay to feel uncertain, and understanding why is the first step to overcoming it. So ask yourself...Step #2: Why now? Uncover the reason why choosing emotional comfort feels safer than taking a step toward financial clarity. Once you can answer those two questions, you are ready to ask yourself…Step #3: What else? Discover what steps you can take today, no matter how small, to build trust in your financial instincts. So What's Next? If you’re nodding along right now, let’s talk through your results together. On this free call, we’ll unpack what your Financial Personality means for how you earn, spend, and save, and I’ll show you how to turn your biggest strength into your financial advantage.Click the button below to book your FREE Financial Personality Insights call. Hi! I’m Holly Wallis, Personal Finance & Profitability Coach. I am here to help you build clarity, confidence, and a straightforward plan for your finances, so you can reduce money stress and start using your money in ways that support your life with purpose and intention, today and into the future.That may sound impossible right now, but getting curious about numbers and coming up with a plan is what I do best. I hear your story, and then we get to work creating the best strategy for you to feel financially confident, knowledgeable, and in control of your money.This isn’t about nickel-and-diming your way to financial freedom. It’s about understanding your money, making aligned decisions you feel good about, and that support your version of success.You will discover that a life richer than you could possibly imagine is within your reach today, and I will help you create it.Book your FREE Financial Personality Insights call.

What is your Financial Personality?

The key to getting to your next destination is to know exactly where you're starting from. Take this short 5-minute quiz to identify how you are thinking about money and the impact that may have on the financial and personal decisions you're making. Start here.

Quiz Questions

Quiz Outcomes