Financial Personality Quiz

Financial Personality Quiz

7 Responses | Created by MariJoHarding |

This questionnaire was designed to help you identify your financial personality. Understanding your particular needs also will allow your financial professional to better understand you, and in turn, better understand your decision-making process
process and personal approach to planning for your financial future. Please take your time and carefully answer each of the following eight questions.

  1. 1

    I feel I am confident when it comes to managing money and investing.

  2. 2

    I feel I have adequately planned for retirement savings/security.

  3. 3

    I feel I am educated when it comes to managing money and investing.

  4. 4

    I feel I have sufficient knowledge about money and investing, and I am very involved in the management of my long-term savings, and investments.

  5. 5

    I feel I am clear about my financial goals and my plans to achieve them.

  6. 6

    I feel I am highly responsible and take initiative when it comes to money and investing.

  7. 7

    It is very important to me that I always have a complete understanding of my household financial situation.

  8. 8

    When in a relationship, I like to collaborate with my partner in financial decisions.

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