Money Mindset Matters

A money mindset is your unique and individual set of core beliefs about money and how money works in the world. Your money mindset shapes what you believe you can and cannot do with money. Understanding your money mindset and where it came from, helps you change it

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Trendy Spender

About the Star

You know how to enjoy yourself — your friends look to you for advice on everything from the hottest new restaurant in town to what's trending on social media. You appreciate money as a tool that enables you to live your best life. You like to take risks in pursuit of big payouts — that's half the fun of investing!

You value experiences and events and you live in the moment. When it comes to saving — that's more of a problem for "Future You" and not something you need to deal with right now.

You're here because, even though you can't take it with you when you're gone, you're not exactly sure whether you'll have enough to maintain your fabulous lifestyle in the meantime without a plan and you're right — welcome!



Skeptical Spender

About the Activist

You are skeptical of money, wealth, and capitalism. You're passionate, idealistic, and too busy having deep conversations and trying to solve big problems to think about retirement. But, you're also tuned in enough to know that you vote with your wallet and that you probably can't count on Social Security to be there when you need it.

In the past, you've been able to stay afloat with strategic side hustles, but deep down, you know that's probably not a great long-term solution. When it comes to retirement, you'd rather spend time working on yourself than working for yourself.

You're here to incorporate personal finance into your personal wellness practice — and we're here to help!



Strategic Spender

About the Thinker

You know why you're here - you're looking for the best ETFs and index funds to balance out your well-rounded portfolio. You are managing your expenses to achieve your immediate financial goals, but you want to start planning for the future. That Tuscan villa isn't going to pay for itself.

You've skimmed through a few personal finance books and you're comfortable with the basics — you want to a balanced, diversified portfolio with investments that align with your personal values.

You're here because you work hard for your money and now it's time to put your money to work for you.



Thoughtful Spender

About the Empath

You are thoughtful, introspective, and caring — you appreciate that money makes life easier, but it is not the center of your universe. You invest in meaningful gestures, caring for your loved ones, and occasionally — treating yourself to something special.

You manage your finances well enough for now. You have enough to get by and you're saving a bit, but you have big plans for the future and you want to make sure that you can afford the dream house / car / vacation / family you've pictured since you were five.

You're here because you know what you want and you need a plan to make sure you get it.