Personal Financial Identity Test

Keisha Blair's Personal Financial Identity Framework

The Personal Financial Identity quiz was developed by award-winning, bestselling author Keisha Blair. The quiz was developed in response to reader demand from her bestselling book Holistic Wealth: 32 Life Lessons To Help You Find Purpose, Prosperity and Happiness. Knowing our personal financial identity can help us to better achieve our goals, understand others and plan ahead. Just as important, knowing other people’s tendencies helps us to work with them more effectively. Spouses, parents, business partners, managers, can take advantage of this framework to help reduce conflict. This short free quiz poses questions to help identify your personal financial identity. It takes about 6 minutes to complete it and answers are confidential.

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I rarely buy things impulsively I don't like spending.

It is important to me that I reach certain money milestones by a certain age.

When I charge money to my credit card I pay it off almost immediately.

Are you constantly thinking about your next investment move?

I am always worried if I will have enough money.

I am ok with carrying large credit card balances every month.

If I have extra money, I'd rather put it in savings than spend it.

I like to buy the highest quality product, no matter the price.

I am comfortable getting into debt.

I have a hard time making money decisions and question myself after a decision is made.

You feel passionate in every risk you take?

Do money worries keep you up at night?

Are you constantly checking your bank account balances?

You learn to do without.

I take risks often and continuously to achieve goals.

I like to spend when I am happy or to celebrate an occasion.

Money makes me nervous.

You believe that your success is in direct proportion to risks you are willing to take?

You use things until they're completely worn out.

I like going on lavish vacations.

Personal Financial Identity Quiz - Developed by Keisha Blair
Maximalist

The Maximalist (“The Lavish Spender/Go large or Go home”) You’re the life of the party – you love making others happy – 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 – 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 (“Simple Living/Keep It Simple”) Your mantra in life is simple living at its core and you prefer simplicity in everything. You don’t 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 (“Money equals Stress/Anxiety”) 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 (“Always on the Lookout for the Next Deal”) 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 you’ve 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/

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The Personal Financial Identity Course

Just as important, knowing other people’s personal financial identities helps us to work with them more effectively. Spouses, parents, business partners, managers, can take advantage of this framework to help reduce conflict. All of our courses feature learning modules, case studies, and structured activities to help learners develop critical thinking skills to improve their lives.  This course is self-paced and is a video course supplemented by other materials. 

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