What Is Your Money Mindset?

Take the quiz to find out!


We’ve designed a specific way of delivering advice to help you work with your financial personality rather than against it. Take the Money Mindset quiz and identify the mindset that most closely matches your financial decision-making tendencies including spending, saving an investing.

Use your psychological strengths to increase cash flow and reduce debt!

Be sure to answer as honestly as you can for the most accurate results. Go on, discover yourself a little…

Take The Quiz!

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Question 1 out of 10

Expenses related to items like kids activities and sports are:

Question 2 out of 10

Expenses related to food:

Question 3 out of 10

If a friend asked you for financial advice you would:

Question 4 out of 10

You think credit cards are:

Question 5 out of 10

If you felt you made a financial mistake you would:

Question 6 out of 10

When making investment decisions:

Question 7 out of 10

When making a vehicle purchase:

Question 8 out of 10

When buying a home:

Question 9 out of 10

When choosing a mortgage:

Question 10 out of 10

When you meet with a Financial Advisor, banker or planner of any kind:

Your Quiz Results: