facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

The Wealth Personality Quiz uncovers your relationship with money, societal expectations, spending, investing, career creativity, ego, personal accountability, uncertainty, success, and failure.

When it comes to wealth, there are two driving forces that determine our relationship with wealth and our ability to embrace abundance: Intention and Attachment.

Intention

A person who ranks high on the wealth intention scale is someone who knows where their money is going, makes purchases that are in alignment with their values, saves and invests regularly, and feels in control over their finances.

A person who ranks low on the wealth intention scale is someone who makes unnecessary and unneeded purchases, they succumb to sales and promotions, they get to the end of the month and ask “where did all my money go?”, they may carry credit card debt, and their finances feel out of control.

Attachment

A person who has a high degree of attachment is someone who is attached to their identity, outcomes, success, and careers. People who rank high on attachment are accustomed to meeting and achieving societal expectations. People who rank high on attachment tend to be outwardly competitive.

A person who has a low degree of attachment is someone who is comfortable creating their own path. Their identity is not defined by a career or a specific company. They have developed a healthy relationship with failure and do not feel the need to deliver on external societal expectations. People who rank low on attachment tend to be either internally competitive or they avoid competition altogether.   

The Four Wealth Personalities

The Prisoner – Low intention with money, high degree of attachment.

The Passenger – Low intention with money, low degree of attachment.

The Protector – High intention with money, high degree of attachment.

The Pioneer – High intention with money, low degree of attachment.