Discover Your Money Personality

Are you a Spender who values the present moment? A Protector who saves for a rainy day? A Giver who prioritizes impact & relationships? Or an Investor who has their eye on growth?

Our Money Personalities play a huge role in how we spend, save, earn give, and invest.

Take the Money Personality Test to find out yours!

Learn how understanding your Money Personality is the first step to creating new healthy habits with money

And below download a Free Money Personality Report!

Download a Free Money Personality Report

What does it mean to be a Spender, Protector, Giver or Investor?

— What are your Strengths & Weakness?

— How does it show up in your life?

— What steps can you take to set healthy habits?

To access a full report on the 4 Money Personalities, simply complete the Money Personality Test above!

What Personalities are your family members?

Have them take the test and find out! A great discussion may be waiting right on the other side.

SPENDER

Fun with risk!
Spenders are concerned only with the now. They make decisions based on immediate pleasure without regard to the future.

PROTECTOR

Safe with nervousness!
Protectors value security. They think about the future even if it means disregarding present-day fulfillment.

GIVER

Fulfilled with stress!
A nurturer by nature who prioritizes helping people, even if that means personal stress.

INVESTOR

Excited with anxiety!
Investors value growth. They work hard to build their dreams, even if it means taking on anxiety by focusing on it too much.

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To learn more, access the Financial Stability Course Bundle from your employer wellness portal.

Or visit our Financial Stability Bundle if you’re individual learner!