FREE MONEY PERSONA QUIZ

What's your
Money Persona?

Understand what drives your money decisions.

We all have a Money Persona. Discover the beliefs behind how you save, spend, and invest—and see your financial blind spots and opportunities more clearly.

Discover my Money Persona ↓

YOUR MONEY. YOUR PERSPECTIVE.

Let's find your Money Persona.

Choose the answer that sounds most like you.

Step 1 of 14

Which of the following best describes you?*

I choose the most stable and secure savings vehicles to protect my principal

I delay gratification in order to fund my retirement plan

Growth is so important that I am willing to take risk in order to get higher returns

Why invest my own money when I can raise funds to make money on someone else's money

If you can only pick one, what's your biggest motivation for saving?

I like having a lot of money

I want security for my retirement

You never know when the next economic crash is coming

It gives me lots of opportunities

I like to save up for specific events/purchases

I enjoy spending time comparing prices or finding ways to get the best deals

I see money and my savings as a scorecard for how I am doing

Money and savings allow me to have access and be part of some of the great things happening in the world

If you could only pick one, what's your biggest motivation for spending?

Building relationships because it's not what you know, it is who you know

I love being part of networks, events, and groups where I can grow

It can provide a long-term benefit for my life

It is something that cannot be avoided and/or is required

It's important to project success

I work hard and play hard

I am able to get a good deal

To provide stability and security

When it comes to managing money, which best describes you?

I am mindful of every expense, track every penny, and know how to find the best deals to save money

I prioritize by putting money into my retirement plan

I focus on making more money

Go big or go home

I manage my own money and only trust myself

If everyone managed money the way I did the world would be a more prepared, better place

I have a few financial pieces handled, but would have everything handled if I wasn’t so busy

I have the best team around me that handles everything

When you take a vacation, which of the following BEST describes you?

I enjoy shopping for the best travel deals and discounts

Staycations are a great option

I enjoy going to amazing places, as long as I can take my work with me

I want a first-class experience with incredible people, spare no expense

Some of the biggest relationships in business or investing came from extravagant trips

Vacation? Who has time for a vacation?

I take vacation by diligently planning and saving for it

I am willing to go during an offseason or when there is a good deal, otherwise I am fine waiting until it makes more sense in the future (e.g. having saved enough plus getting a good deal)

If you were to find yourself in a tough cash flow spot, which statement best describes your course of action?

I’d work harder

I’d get a second job

I’d raise funds

I’d borrow money from a financial institution

I'd do whatever I can to cut back and spend less

My expenses are so low and I have enough money set aside that cash flow wouldn't be a problem

I'd explore every option before invading my retirement plan

I'd use my savings temporarily while I built a plan to overcome the crunch

Growing up, what was the most influential idea you learned about money?

A penny saved is a penny earned

There is only so much to go around, so hold on to what you have

It takes money to make money, but it doesn’t have to be my money

Money comes to those that are willing to outwork the competition

If you can make more money to solve the problem, you don't have a problem

Look and act the part and the money will come

Save early, often, and always to build your retirement

You are in it for the long haul

When it comes to debt, which BEST describes you?

Having my home paid off is top priority

Paying off all loans so I can save more money for retirement

As long as I can earn enough to make the payment, loans don’t bother me

I’d be willing to borrow if I can grow my business

There is good debt and bad debt

Never borrow in any circumstance

I have never been in debt because it would stress me out

Leverage is key to wealth

What makes you feel safe with money?

Having a large nest egg

Finding ways to be more resourceful so I don’t have to spend money

Paying the least possible on any purchase

Putting as much money as possible into my retirement plan

Being able to have a large income

Having a lot of assets

Exciting opportunities

Using other people's money to make money

What would you do with an extra 250,000 dollars?

Pay down or pay off loans

Leverage it by putting it as a down payment on real estate or a business/estate or a business

Start a new business

Spend it on something special

Save it for a rainy day

Reinvest it in my business

I don't know, would have to think more about it

Add it to my retirement over time

When it comes to money what gives you the most fulfillment?

Knowing I have saved as much money as possible

That I have done everything I can to secure my financial future

That my assets continue to grow

That I can impress my friends, clients and family with the amount I can give and be considered generous

Feeling I am protected with enough cash and savings

Max funding my retirement

That I have all the things I want to grow and enjoy life

That I can capitalize on opportunities

Which of the following would make you feel best about your money situation?

I have an abundance of investment options and opportunities

Being self-made and having other people see me as successful

Saving money and living well below my means

My business revenue/personal income

Being intelligent about saving money

High return on my money and being able to do the same for people I know as well

Low payments/expenses

Being well researched and safe with the funds in my retirement plan

What are your pet peeves when it comes to money?

Spending money on something that wasn’t necessary (aka overspending)

Feeling out of control or taken advantage of

Feeling I could do more to fund my retirement

When others don’t take time to learn and prepare for their future

When it doesn't grow fast enough

When other people don't do what they say they will do and it slows me down

When people are too scared to take chances

Missing out on opportunity

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What's yourMoney Persona?

What's your
Money Persona?