The Investor Handbook

Personality questionnaire

Which money type are you?

The money personality quiz

Welcome to the money personality test. This 15-minutes questionnaire will help determine under which financial schema you operate.

Please tick the boxes that apply to you. For example, if you ever feel anxious about money, or if others would consider you anxious, please tick the box “anxious” accordingly.

Please note that this test isn’t limited to cash, instead it encompasses all things related to money. This includes gifts, time at work, investments, and spending habits. This is important as you may attribute values to cash and gifts differently. For example, I would consider myself a frugal person, others might even label me stingy, but I actually find it easier to spend money on gifts for my family than on myself. For this reason, I would tick the box “generous” as it fits my definition of generosity.

Lastly, please remember that this is money therapy. This means that:
– This is a psychological exercise, there is no need to think too long about each answer. In fact, try not to use any logic at all, instead trust your gut feeling. 
– This test is about you, not about how people see you or what society expects you to be. Try to be honest in answering the questions.
– If you do not understand a term, or how it relates to money, this simply means that this feeling does not resonate with you. You should leave these ones blank.

Once you’ve completed the questionnaire, we will review the results together in our next session.

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