Discover Your Wealth Persona

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Quiz Questions

1.
When you think about your current finances, which feels most true?
- A.
  “I know I need a budget but I haven’t even started one”
- B.
  “I max out my 401(k) at work but haven’t looked beyond that”
- C.
  “I have multiple revenue streams but no unified plan to grow my personal wealth”
- D.
  “I juggle rent, groceries, and kids’ activities—and retirement feels far off”
- E.
  “I’ve done well so far, and I’m ready to channel money into impact projects”
2.
Your biggest money challenge right now is…
- A.
  Feeling overwhelmed by every new financial term or app
- B.
  Not knowing how to optimize the benefits available through work
- C.
  Lacking a peer group or mastermind to vet high-level opportunities
- D.
  Keeping household bills in order while also planning for long-term goals
- E.
  Finding creative, purpose-driven ways to invest beyond stocks and bonds
3.
If you could wave a magic wand, your top financial wish would be to…
- A.
  Finally stick to a simple spending plan without guilt
- B.
  Automate 100 percent of my employer retirement and tax-advantaged accounts
- C.
  Build sophisticated asset portfolios alongside my business ventures
- D.
  Create a clear, stable budget that covers family life and future plans
- E.
  Launch or expand a legacy-focused philanthropy or impact fund
4.
How do you currently track your money?
- A.
  I haven’t found a method that lasts longer than two weeks
- B.
  I use my employer’s dashboard for retirement but ignore everything else
- C.
  I have a spreadsheet for business cash flow but not for personal wealth
- D.
  I scribble household expenses on paper or a shared app but it’s messy
- E.
  I work with advisors to structure my portfolio but want deeper peers input
5.
You receive an unexpected $500 bonus. What do you do with it?
- A.
  Stash it in a “just in case” fund until I learn the best use for it
- B.
  Boost my 401(k) contribution or add to my IRA
- C.
  Reinvest into my business or a side project for higher returns
- D.
  Cover next month’s groceries or put toward the kids’ activities
- E.
  Make a donation to a cause I care about or seed an impact investment
6.
How far ahead do you think about retirement?
- A.
  Retirement feels so far away—I haven’t set anything up yet
- B.
  I’ve got my basic IRA/401(k) contributions on autopilot
- C.
  I’m building an estate plan, trusts, and multiple asset vehicles
- D.
  I’m balancing retirement savings with my family’s immediate needs
7.
Your biggest motivator for getting your finances in order is…
- A.
  Finally feeling calm and confident around money decisions
- B.
  Making every dollar from work count toward my future goals
- C.
  Scaling my personal assets as strategically as my business
- D.
  Providing stability and opportunities for my family
- E.
  Creating a lasting positive impact that outlives me
8.
A market downturn hits. You…
- A.
  Panic and vow to learn more before investing again.
- B.
  Check your employer stock/options and adjust contributions.
- C.
  Consult your mastermind or advisor for a tactical response.
- D.
  Review your household buffer and adjust discretionary spending.
- E.
  Evaluate opportunities for discounted impact or social bonds.
9.
Planning a big purchase (car, home, etc.), you…
- A.
  Research budget templates to see if you can afford it.
- B.
  Calculate how it affects your retirement contributions.
- C.
  Factor it into your overall asset allocation and leverage deals.
- D.
  Discuss with your partner or family to ensure cash flow stability.
- E.
  Consider how it aligns with your long-term legacy goals.
10.
When you set a financial milestone, you prefer to…
- A.
  Break it into tiny, beginner-friendly steps and celebrate each win.
- B.
  Align it with your next promotion or salary review at work.
- C.
  Tie it to a strategic business or investment target.
- D.
  Include your family in the celebration.
- E.
  Connect it to a charitable or community-focused achievement.

Quiz Outcomes

1.
Elle: The Financial Freshman
2.
Olivia: The Corporate Climber
3.
Samantha: The Empire Builder
4.
Claire: The Family CFO
5.
Miranda: The Legacy Leader

Discover Your Wealth Persona

Find out exactly where you are on your financial journey—and get your personalized roadmap to confidence and wealth.

Quiz Questions

Quiz Outcomes