Uncover Your Money Personality

The Quick Way to Discover What Drives Your Money Behavior

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, make confident financial decisions, and adjust how you manage your money to accommodate your unique Money Personality.

What is a Money Personality?

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

Learn how your dominant traits of your Money Personality guide you and how revealing those 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 just going 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 plan, spend, save, and make the financial choices you do.

Why Money Personality?

  • Money is one of the most difficult topics to discuss. The Money Personality is 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 game format that is taken privately online, in the comfort of your own home. It asks you if certain statements describe you. The entire assessment takes 15 minutes.

  • The Money Personality Assessment opens you up to having productive and healing conversations about money and discussions around money feel less emotionally loaded.

  • You’ll get a report emailed to you shortly after completing the assessment, with your results, which we will go over in your 1:1 LIVE Zoom session.

  • The online assessment produces a detailed personality report, providing thorough insight into your Money Personality and how it impacts your behavior. During your 1:1 LIVE interpretation session, we’ll go over how to make changes to how you manage your money to accommodate your individual Money Personality.

It’s Easy to Get Started

  • Schedule a 15-Min Intro Call

    The first step is a short 15-minute phone call. We’ll go over what Money Personality is, how the session works, whether it’s a good fit for you, and what happens next if you decide to move forward.

  • Book Your Money Personality Session

    You’ll get a private link to book your Money Personality Assessment and 1:1 LIVE interpretation session to go over your results and how you can incorporate them into your money plan.

  • Complete the Assessment

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

Book a Free Intro Call

Why learn from me?

  • I've got 20+ years of experience in financial services.

  • I don't believe anyone should be judged - we've all made mistakes.

  • My superpower is making money easy to understand and fun.

 Financial Clarity Begins Here!

Money Personality Assessment and 1:1 Personalized Results Session

ONE-TIME PAYMENT (at the time of booking)

$125 - Individuals - 1 Hour Zoom Session

$175 - Couples - 90-Minute Zoom Session

You will receive:

  • A Money Personality Assessment Results Report.

  • A 1:1 LIVE Personalized Results Interpretation Session.

*NOTE*

Couples will need to provide separate email addresses so that individual assessments can be emailed to each of you.

Frequently asked questions

  • There are no refunds or reimbursements for any reason, so please consider your purchase carefully. That’s why I require a free 15-minute call up front, so that you are aware of what you are getting and know that it is the right fit for you.

  • 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 labwork done for your physical, you may see your results in your portal before your doctor visit, but it’s important to have the doctor interpret those results and how they apply to you and your life.

  • If you are in Canada, yes. My coaching services are currently available to US residents nationwide and Canadian residents. If this offering is of interest to you, please use this Contact form so I can let you know if more geographic areas open up.

  • Yes! 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 purchase two assessments, and your session will be one 90 minutes vs one hour. You only will need to book one appointment, but you will receive two assessments (both of you will need to enter your email) since each Money Personality is specific to one individual.