Money personality
The quick way to discover what triggers your money behavior.
A one-hour 1:1 coaching session paired with a 20+ page Money Personality Assessment to uncover the hidden patterns shaping how you think, feel, and act with money. You'll gain fresh insights into your financial habits and walk away with practical ways to improve your finances.
Personalized 1:1 online financial coaching — based in Charleston, SC — serving clients across the US and Canada.
The habits you didn't know you had, The beliefs you inherited, The patterns quietly running the show.
Knowing your Money Personality is the first step to Identifying the ingrained beliefs and habits that drive your financial decisions.
If you don’t understand why you’re doing what you’re doing, you’re likely to keep repeating the same patterns.
You can have the greatest, most sophisticated budget, but it won’t address what Money Personality does — the psychology behind why you spend and save the way you do.
Available for both singles and couples.
no jargon. no numbers. instant insights.
We all have a Money Personality — a set of unconscious patterns that shape how we think, feel, and behave with money.
When you understand yours, you can spot the patterns you haven’t noticed, shift your habits, and make confident, grounded financial decisions that align with your goals.
It allows you to stop the guesswork and start managing your money with a strategy that actually works with your natural wiring.
How it works
Book your Assessment and 1:1 Session
Choose either a Single Assessment or a Couples Assessment. Book and pay for your assessment and 1:1 interpretation session.
Complete the online Assessment
You’ll get a link to your online assessment. Respond to the questions designed to reveal insights into your money personality.
Receive your Insights and Report
You’ll get access to your assessment results online, then attend your 1:1 one-hour session to learn how to incorporate your natural traits into a money plan.
who money personality is for…
You feel like you and your partner are speaking different languages when it comes to money, causing friction between you.
You find yourself repeating the same financial patterns over and over, even when you know you “should" do something different.
You want to understand the ingrained thoughts and feelings that drive your spending, saving, and giving habits.
You are looking for a safe, non-judgmental environment to explore your relationship with money.
You want to develop a shared language for money conversations to make them feel less emotionally loaded.
You'd like to experience what 1:1 financial coaching is like before you jump into a longer program.
the fast track to understanding your money dna
Hi, I’m Debbie. Financial coach and founder of Quest Financial Coaching. I’ve spent over 20 years helping people manage their money.
Many of the beliefs we have about money were formed in childhood, often passed down from our parents. Once you see them clearly, managing your money feels simpler, less stressful, and completely natural.
When you uncover your Money Personality, you stop fighting your instincts and start working with them — which makes meaningful progress toward your financial goals far more sustainable.
what you receive
An online money personality assessment
The online assessment is fun and easy to take. It takes about 15 minutes and requires no financial information. Your assessment link will be sent to you via email after purchase so you can get started right away.
a detailed money personality report
Your 20+ page report presents your Money Personality in an easy-to-understand format, outlining both the strengths and potential challenges of your specific traits. We will review this report in depth during our 1:1 session.
a 1:1 personalized interpretation session
We’ll review your results in a 1:1 Zoom session so you can understand your Money Personality and how to work with it effectively. This session also helps couples gain a better understanding of each other’s natural tendencies.
investment
money personality
The Money Personality session pairs a full hour with me and a 20+ page assessment built around you, not a one-size-fits-all quiz. You'll walk away seeing exactly what's driving your money decisions, and simple ways to work with it instead of against it.
Total investment
1 X PAYMENT OF:
$75 USD FOR SINGLE ASSESSMENT
or
$100 USD FOR COUPLES ASSESSMENT*
*Couples will each receive an assessment at their individual email addresses.
Please note - this service is only available to residents of the US and Canada at this time.
