Discover Your Money Personality: Smart Tips for Financial Wellness That Fit Your Style
Understanding your money personality can transform your financial habits, help you set realistic goals, and improve your relationships.
What are some Money Personality Types?
What’s your money personality?
Find out—and get tips tailored to you.
The Spender: Enjoys spending, dislikes budgeting
Tip: Make a list: Spenders will get distracted by shiny and fun things. So make a list of what you can buy and stick to it. This isn’t just for grocery shopping, this also works for gifts and travel souvenirs.
The Saver: Loves watching savings grow
Tip: Create a “Fun” account: savers will save to the point of hoarding. Creating a fun account will satisfy your need to place money in neat and tidy spots while giving you permission to spend money.
The Avoider: Stressed by money so puts it off
Tip: Seek help: Avoiders are in denial because of fear. So ask for help and get a partner!! Things are less scary when you aren’t alone. This can be with a professional like a financial planner or someone close to you like your partner or parent.
The Mindful: Intentional and values-driven with money
Tip: Celebrate progress, not perfection. Mindful types are thoughtful and emotionally aware with their finances—but that can lead to pressure to always “get it right.” Give yourself permission to be flexible. Revisit your goals regularly, share your knowledge with others, and remember: progress is powerful, even if it’s not perfect.
The Indifferent: Uninterested in finances
Tip: Make finances a game: most often the indifferent doesn’t care because they aren’t interested. By turning your finances into a game with a reward outcome you may find yourself starting to take an interest in them.
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