Your money personality is uniquely your own.

Getting a better idea about your relationship with money is an important step towards creating financial slack. Take our 3-minute quiz and see what your money personality looks like.

How do you approach major purchases?

Methodical and deliberate

Research. Research. Research.

I trust my gut

Ask around to see what others think

I try not to make any

1 out of 10

Money is for….

Security

Fun

Helping Others

Making the most of life

Keeping score

2 out of 10

Spending makes me feel…

Uneasy

Energized

Fine, so long as it was planned for.

I don't like to think about how it makes me feel

Like I am making the most of life

3 out of 10

When it comes to managing your money, people would describe you as…

Generous

Frugal

Cheap

Life of the party

Always has the best of the best

4 out of 10

Following a detailed monthly budget makes me feel…

In Control

Confined and restricted

Prepared for whatever comes next

Good about myself

Budget? What’s a budget?

5 out of 10

When I’m in a store I’m…

Buying whatever catches my eye

Only buying what I came for

Seeing if I can find something for someone else

Checking out the latest and greatest things for sale

Worried I shouldn’t be making this purchase but buying it anyway

6 out of 10

When you buy something, it’s almost always…

An impulse purchase

Something I’ve saved for

Part of a bigger plan

Because I’m tired of the one I have

Because I think it will bring me joy

7 out of 10

My savings account could best be described as…

Comfortable

Never large enough

Exactly on schedule with where I am in life

Nonexistent

I’m working on building up my savings

8 out of 10

Debt is…

An unfortunate necessity

A noose hanging around my neck

A tool for getting the most out of life

Something you take on with great caution

A way for society to keep people down.

9 out of 10

I want my money and investments to…

Help make the world a better place

Give me a sense of security and peace

Protect me and my loved ones from catastrophe

Help me get the most out of life

Allow me to see the world

10 out of 10