Select the words that typically describe your personality. Select all that apply.

I do not like to adhere to a budget.

Select the answer that best describes you for each question.

I like to compare my financial situation to others.

Select the answer that best describes you for each question.

I am confident in giving financial advice to others.

Select the answer that best describes you for each question.

I tend to be critical of my spouse or others regarding their handling of finances.

Select the answer that best describes you for each question.

I can tolerate losing part of my investment if there is also a potential of a big return.

Select the answer that best describes you for each question.

I will, at times, withhold my opinion to avoid conflict with my spouse or others when making a financial decision.

Select the answer that best describes you for each question.

I collaborate with my spouse (if applicable) and/or others when setting and achieving my financial goals.

Select the answer that best describes you for each question.

I seek out the input of several people before making a financial decision.

Select the answer that best describes you for each question.

I prefer to purchase things with a set price rather than negotiating a “deal”.

Select the answer that best describes you for each question.

My financial decisions are swayed more by factual analysis than feelings.

Select the answer that best describes you for each question.

I currently have written financial goals or have had them in the past.

Select the answer that best describes you for each question.

My organizational skills enhance my ability to manage my finances.

Select the answer that best describes you for each question.

I am a disciplined saver.

Select the answer that best describes you for each question.

It is important to me that I have my own mad money that is not controlled.

Select the answer that best describes you for each question.

I do not enjoy financial planning.

Select the answer that best describes you for each question.

I tend to be impulsive when making purchases.

Select the answer that best describes you for each question.