understand the “why”behind your money decisions
Knowing your Money Personality is the first step to financial health. Identifying the ingrained beliefs and habits that drive your decisions allows you to stop the guesswork and start managing your money with a strategy that actually works with your natural wiring.
Money Personality is currently available in the US and Canada only.
the fast track to understanding your money dna
Much of our financial stress isn’t actually about the numbers — it’s about the behaviors and patterns shaped by deeply ingrained thoughts and feelings about money that we don’t even realize we carry.
Many of these beliefs 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.
why conventional money advice isn’t the answer
You’ve likely been told to budget, save more, and “spend less.” But when you try to follow that advice, something feels off. It’s like wearing someone else’s shoes — they may look fine from the outside, but inside they feel tight, wrong, and not your style.
You start to question what you’re doing wrong when you don’t see the results you imagined. So you push harder to spend less. Then you pull back. Because the harder you push, the more motivation you lose — and a life built on restriction just isn’t sustainable.
You’re not getting it wrong.
The math is only half the picture.
What’s missing is the money psychology. Your Money Personality.
Money Personality completes the circle.
It reveals the ingrained thoughts, feelings and behaviors that influence your decisions and actions and what that means for how you manage your money.
“We are less stressed and feel much more comfortable and confident.”
“We were struggling with coming up with a system that was efficient and still allowed some freedom. We felt incredibly stuck and unsure how to even start.
There was absolutely no judgment, and the system was incredibly easy to follow once set up."
— Kaeli B - Adminwhat we’ll cover
We’ll walk through your results so you can fully understand the traits driving your financial habits and I’ll identify actionable ways to integrate them into your personal financial strategy. Your 1:1 session will be held via Zoom — so you can learn from the comfort of your home.
interpret your money personality
In this personalized one-hour, 1:1 session, we go into detail about your dominant Money Personality traits and exactly what they mean for your finances. We’ll explore how these ingrained behaviors influence your decisions and create a plan to tailor your management strategies to your specific style. For couples, we also discuss how to work together effectively by understanding and respecting your unique profiles.
what you receive and how you are supported
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 natural tendencies.
why learn from me?
Hi, I’m Debbie the founder of Quest Financial Coaching. I’ve been helping people manage their money for 20+ years, so I’ve learned what works and what doesn’t.
I understand what it's like to be stressed by your finances and how that stress can seep into your relationships and affect your health..
I don’t just help you with the practical side of money — we also cover the money psychology part, since it’s equally as important, and is the reason the changes you make will stick.
I’ve helped thousands of people just like you take control of their money. I want the same for you, so you can stop worrying and start building a life that sustains and fulfills — without the stress.
money personality Is Perfect For You If...
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.
Frequently asked questions
Don’t see your question listed? Email me at - info@questfinancialcoaching.com
-
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.
money personality
online assessment and 1:1 interpretation session
yours for just $150
You will receive:
An online Money Personality Assessment
A detailed Money Personality Assessment report
A personalized 1:1 interpretation session via Zoom to discuss your results
Action items to tailor your financial strategy to your unique Money Personality.
What Happens next?
Purchase Your Assessment and Session: Click the Get Started button to check if Money Personality is right for you.
Complete Your Assessment: You will be emailed a link to take your assessment online. If you are part of a couple and are each doing an assessment (recommended), you will each receive your own link. Once complete, you’ll receive a report which we will cover during your 1:1 session.
Attend Your Interpretation Session: Attend your 1:1 one-hour interpretation session where I will review your Money Personality (or personalities, if you both took one). We will cover what your results mean and how to structure your finances to work with your unique style(s).