discover Your unique Money Personality

Gain personalized insight into your financial behavior with a Money Personality assessment, detailed report, and 1:1 assessment review session.

Starting at just $100.

The Quick Way to understand What Drives Your Money Behavior

When you understand yours, you can spot the patterns you haven’t noticed, make confident financial decisions, and managing your money becomes simpler, less stressful and more natural.

What is a Money Personality?

We all have a Money Personality — a set of unconscious patterns that shape how we think, feel, and behave with money.

Your Money Personality is a combination of your ingrained thoughts, feelings, and behaviors about money that influence your decisions and actions.

Learn how the dominant traits of your Money Personality guide you and how revealing those traits can lead to more effective, individualized strategies regarding your money.

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 your Money Personality does - the unconscious motivations driving why you make the financial choices you do.

What you get

  • Money is one of the most difficult topics to discuss. This makes it easy. The Money Personality is also the quickest and most effective way to better understand how your habits and attitudes influence your financial choices.

  • The Money Personality Assessment is a non-threatening, private format that you can take entirely online, in the comfort of your own home.

    • It simply asks you if certain statements describe you.

    • The entire assessment takes less than 15 minutes.

  • The Money Personality Assessment opens you up to having productive and healing conversations about money. Discussions around money feel less emotionally charged, fostering understanding rather than frustration.

  • The online assessment produces a detailed personality report, providing thorough insight into your Money Personality and how it impacts your behavior.

    • We will go over your results in your 1:1 LIVE Zoom session (60 minutes for singles, 90 minutes for couples).

  • During your 1:1 LIVE interpretation session, we'll go over what your results mean to you, and also how to make changes to how you manage your money to accommodate your individual Money Personality.

It’s Easy to Get Started

  • Book A Call

    Book a phone call or Zoom call to go over the process and make sure that the Money Personality Assessment and 1:1 LIVE interpretation session is right for you. It’s also your time to get any questions answered that you have about the Assessment.

  • Complete the Assessment

    Once you book your Money Personality Session, you will receive your assessment(s) via email. Your results report will be emailed to you once you complete the assessment(s), which we will go over together in your 1:1 session.

  • Interpret Your results

    We’ll go over your assessment(s) in a 1:1 Zoom session so that you understand your Money Personality and how to work with it, and how to understand each other better if you are part of a couple.

why learn from me?

  • I started my career in finance back in 1998, trained by industry giant Smith Barney. Since then, I’ve managed the investment program for a billion-dollar bank, and worked as the financial plan manager for a boutique financial planning firm.

    Throughout these two decades, I have personally counseled thousands of clients on the practical, everyday money management that leads to financial health. My Linked In profile has all the details if you’d like to explore my experience further.

    Please Note: I am not a registered investment advisor. My services are limited exclusively to financial coaching, and do not include the management of assets or the provision of investment advice.



  • We don’t just look at numbers. True financial transformation happens when we marry the emotional and the practical. We combine money mindset and psychology (your behaviors and beliefs) with the practical side of money (systems and money mapping) to ensure a comprehensive, lasting approach that works for you.

  • I cut through the industry jargon and complexity. I’ve taken the best of my two decades in corporate finance and financial planning, and refined it into clear steps that actually work for real life. This isn’t theoretical; it’s a proven system designed to give you the clarity and control you need without the headache of complicated spreadsheets and rigid budgets.

 Financial Clarity Begins Here!

Money Personality Assessment and 1:1 Personalized Results Session

ONE-TIME PAYMENT (at the time of booking)

$100 - Individual - 60-Minute Zoom Session

$150 - Couples - 90-Minute Zoom Session

You will receive:

  • A Money Personality Assessment Results Report.

  • A 1:1 LIVE Personalized Results Interpretation Session.

*NOTE*

couples sessions are 90 minutes to allow time to review both assessments and explore how your patterns interact.

Book Call to Get Started

Frequently asked questions

  • Yes! In fact, I highly encourage it. The Money Personality Assessment is a great way for you and your partner to understand each other better and communicate better as a result.

    • You will need to book a "Couples Assessment".

    • Both emails and attendees' names will be captured when you book, so that you both receive individual assessments.

    • Your 1:1 session will be 90 minutes to allow us to cover both individual assessments as well as how they interact between the two of you.


  • If you are in Canada, yes. My coaching services are currently available to US residents nationwide and Canadian residents.

    If you do not reside in the US or Canada, this service is not available to you at this time.


  • No, they come as a package. The LIVE 1:1 personal session is to go over your Money Personality Assessment results, interpret them for you, and show you how to lean on your strengths and build safeguards for the areas you are not as strong.

    Much like getting lab work done for your physical: You may see your results in your portal before your doctor visit, but it's important to have your doctor interpret those results.

  • There are no refunds, so please consider your purchase carefully. If you have questions, click the Book A Call button at the top of the website, so that you can make sure Money Personality is the right fit for you.