The 8 Financial Personalities

  • The Protector

    The Protector

    Protectors are focused on saving and often forgo enjoyment today for security later, and fear running out of money.

  • The Consumer

    The Consumer

    Consumers tend to spend freely, often for immediate gratification, with little to no consideration for the long-term.

  • The Explorer

    The Explorer

    Explorers are great at saving when they have a short-term goal in mind, and tend to overlook long-term planning.

  • The Mogul

    The Mogul

    Moguls find enjoyment from working hard and making money with no limit, and are focused on building wealth.

  • The Avoider

    The Avoider

    Avoiders tend to have little concern about money, because they prefer not to make decisions or think about money.

  • The Architect

    The Architect

    Architects are reliable, systematic, and thoughtful when it comes to money, and tend to always have a plan.

  • The Altruist

    The Altruist

    Altruists tend to take care of others before themselves, often to their detriment of their own financial success.

  • The Analyst

    The Analyst

    Analysts are always looking for more information about the markets, financial strategies, and ways to make money.