Are you constantly checking your bank account balances?
You learn to do without.
I like to spend when I am happy or to celebrate an occasion.
You believe that your success is in direct proportion to risks you are willing to take?
I am comfortable getting into debt.
I take risks often and continuously to achieve goals.
I like going on lavish vacations.
You use things until they're completely worn out.
Do money worries keep you up at night?
I like to buy the highest quality product, no matter the price.
If I have extra money, I'd rather put it in savings than spend it.
When I charge money to my credit card I pay it off almost immediately.
I rarely buy things impulsively I don't like spending.
I am ok with carrying large credit card balances every month.
I am always worried if I will have enough money.
It is important to me that I reach certain money milestones by a certain age.
Money makes me nervous.
You feel passionate in every risk you take?
Are you constantly thinking about your next investment move?
I have a hard time making money decisions and question myself after a decision is made.
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/