WHAT DOES THIS MEAN?
The information provided from the quiz gives a baseline of your strengths and the areas that you need to concentrate on to get you to your goals. Once we have a good understanding of what your roadblocks are, we can then create a plan to get you the results you want.
CURRENT FINANCIAL WELLNESS
Your ability to make conscious financial choices relies on positive thoughts, positive emotions, and proactive actions that build up your financial resilience.
A healthy relationship with money requires that these three things align:
- What we think (our beliefs about money)
- How we feel (our emotions about money)
- What we do (our actions with money)
We will help you gain the self-awareness to understand what drives those financial behaviors and/or patterns as well as your thought process when it comes to managing your finances.
MONEY PERSONALITY PROFILES
Your money personality profiles explain why seeking for certain things in life are so important to you and how the reactions reflect on your financial decision-making process.