I like going on lavish vacations.
You learn to do without.
It is important to me that I reach certain money milestones by a certain age.
I like to spend when I am happy or to celebrate an occasion.
You use things until they're completely worn out.
I am comfortable getting into debt.
I have a hard time making money decisions and question myself after a decision is made.
If I have extra money, I'd rather put it in savings than spend it.
You believe that your success is in direct proportion to risks you are willing to take?
I am ok with carrying large credit card balances every month.
I take risks often and continuously to achieve goals.
When I charge money to my credit card I pay it off almost immediately.
Are you constantly checking your bank account balances?
Are you constantly thinking about your next investment move?
Do money worries keep you up at night?
Money makes me nervous.
I am always worried if I will have enough money.
You feel passionate in every risk you take?
I like to buy the highest quality product, no matter the price.
I rarely buy things impulsively I don't like spending.
Personal Financial Identity Quiz - Developed by Keisha Blair
Maximalist
The Maximalist (âThe Lavish Spender/Go large or Go homeâ)
Youâre the life of the party â you love making others happy â even if it means going over budget to do it (maybe a lot over budget sometimes?). You like the best things (or the lavish things) in life â like designer shoes, you drive an expensive car, and your home is Architecture Digest-worthy.
To learn more about your financial identity and to harness its strengths so you can be more successful, take the financial identities course.
https://instituteonholisticwealth.com/the-personal-financial-identity-course-2/
Minimalist
The Minimalist (âSimple Living/Keep It Simpleâ)
Your mantra in life is simple living at its core and you prefer simplicity in everything. You donât feel like you need to follow the crowd with your spending or investment habits. You are willing to take on only minimal risk (on consumer spending) because your mantra is simple living.
To learn more about your financial identity and to harness its strengths so you can be more successful, take the financial identities course.
https://instituteonholisticwealth.com/the-personal-financial-identity-course-2/
Anxious Spender
The Anxious Spender/Investor (âMoney equals Stress/Anxietyâ)
The Anxious spender/investor is as the name suggests, a conservative, risk-averse personality but with the added layer of also being worried about money issues and a tendency to become anxious about making money decisions.
To learn more about your financial identity and to harness its strengths so you can be more successful, take the financial identities course.
https://instituteonholisticwealth.com/the-personal-financial-identity-course-2/
Risk Taker
The Risk Taker (âAlways on the Lookout for the Next Dealâ)
As a Risk-Taker, you tend to take on more risk than average in an effort to accumulate more assets and investments, and with a view to furthering certain financial, entrepreneurial and lifestyle goals that youâve outlined for yourself.
To learn more about your financial identity and to harness its strengths so you can be more successful, take the financial identities course.
https://instituteonholisticwealth.com/the-personal-financial-identity-course-2/