Financial Personality Assessment

Your financial personality is a Cruise Director. X & Y Both Positive Values
(Keep a record of these two values for future reference. Take picture with your phone or take a screenshot with your computer.)



As a Cruise Director, you tend to be:

• Defined by your instinctive thinking and cooperative behavior.
• Charitable towards others and a natural giver.
• Somewhat impulsive with your spending and get pleasure out of spending money.
• More focused on short term goals instead of long term financial planning.
• A financial sprinter and not a marathon runner. You tend not to be a disciplined saver.
• More focused on living for today vs. being focused on tomorrow.

Cruise Directors have areas of opportunity as well and learning how to work within your personality is the key to success and the cornerstone of the Storing Treasures program. We have tools that will give you a full picture of being a Cruise Director, your strengths and weaknesses, show how your coordinates impact your style and tools to help you improve your financial progress. These tools include:

• Financial personality details that will walk you through how to work with others and build better financial relationships with your spouse, children, and friends.
• Online courses focused on financial personality that assist in values, debt reduction, saving and investing, creating a spending plan and goal setting.
• Connections to financial professionals (Resource Network) to assist in building equity, investing, saving for the future, mortgage lending, and more.
• Asking specific financial questions of Storing Treasures or the Resource Network.
• A Calendar program to help manage a financial plan.
• Access to events, interviews and an online community.

Your financial personality is a Race Car Driver. X Positive & Y Negative
(Keep a record of these two values for future reference. Take picture with your phone or take a screenshot with your computer.)



As a RaceCar Driver, you tend to be:

• An instinctive thinker and show assertive behavior.
An excellent multi-tasker with the ability to make ends meet.
• Driven and like to set financial goal but they tend to be in your head versus written down.
• Risk-takers and that is a positive when there is the need to set more assertive goals.
• Good negotiators and quick on your feet.
• A quick decision maker and focused primarily on short term plans.
• A juggler of financial issues and can be focused more on activity than progress.

RaceCar Drivers have areas of opportunity as well and learning how to work within your unique personality is the key to success and the cornerstone of the Storing Treasures program. We have tools that will give you a full picture of being a RaceCar Driver, your strengths and weaknesses, show how your coordinates impact your style and tools to help you improve your financial progress. These tools include:

• Financial personality details that will walk you through how to work with others and build better financial relationships with your spouse, children, and friends.
• Online courses focused on financial personality that assist in values, debt reduction, saving and investing, creating a spending plan and goal setting.
• Connections to financial professionals (Resource Network) to assist in building equity, investing, saving for the future, mortgage lending, and more.
• Asking specific financial questions of Storing Treasures or the Resource Network.
• A Calendar program to help manage a financial plan.
• Access to events, interviews and an online community.

Your financial personality is a Litigator. X Negative & Y Negative
(Keep a record of these two values for future reference. Take picture with your phone or take a screenshot with your computer.)



As a Litigator, you tend to be:

• An analytical thinker and show assertive behavior.
• Confident in your abilities to handle personal finances long term and tend to be savvy regarding financial matters.
• A calculated risk-taker and disciplined saver.
• Critical of the way some handle their money if it does not fit your analytical thinking.
• Comfortable sharing your opinions on financial matters and are not easily swayed by others' opinions or recommendations on financial matters.
• Focused so much on tomorrow that it can come at the sacrifice of today.

Litigators have areas of opportunity as well and learning how to work within your personality is the key to success and the cornerstone of the Storing Treasures program. We have tools that will give you a full picture of being a Litigator, your strengths and weaknesses, show how your coordinates impact your style and tools to help you improve your financial progress. These tools include:

• Financial personality details that will walk you through how to work with others and build better financial relationships with your spouse, children, and friends.
• Online courses focused on financial personality that assist in values, debt reduction, saving and investing, creating a spending plan and goal setting.
• Connections to financial professionals (Resource Network) to assist in building equity, investing, saving for the future, mortgage lending, and more.
• Asking specific financial questions of Storing Treasures or the Resource Network.
• A Calendar program to help manage a financial plan.
• Access to events, interviews and an online community.

Your financial personality is a Statesman. X Negative & Y Positive
(Keep a record of these two values for future reference. Take picture with your phone or take a screenshot with your computer.)



As a statesman, you tend to be:

• Analytical in your thinking and display cooperative behavior when it comes to money.
• Adaptable to someone else’s agenda or point of view.
• Comfortable with financial issues and are usually detailed in the handling of your finances.
• Conservative in your long term financial planning and can sometimes be too optimistic.
• Low risk with steady returns vs. high risk with high returns in regards to your investing strategy.
• Willing to modify plans to keep the peace in your household.

Statesman have areas of opportunity as well and learning how to work within your personality is the key to success and the cornerstone of the Storing Treasures program. We have tools that will give you a full picture of being a Statesman, your strengths and weaknesses, show how your coordinates impact your style and tools to help you improve your financial progress. These tools include:

• Financial personality details that will walk you through how to work with others and build better financial relationships with your spouse, children, and friends.
Online courses focused on financial personality that assist in values, debt reduction, saving and investing, creating a spending plan and goal setting.
• Connections to financial professionals (Resource Network) to assist in building equity, investing, saving for the future, mortgage lending, and more.
• Asking specific financial questions of Storing Treasures or the Resource Network.
• A Calendar program to help manage a financial plan.
• Access to events, interviews and an online community.