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Money Archetype Quiz

But before you dive in, grab a pen and paper!


Please keep track of your answers.  There are 8 questions. Tally how many A’s, B’s, C’s, and D’s you choose as you progress through the quiz. 

Upon completion, we will give you instructions on identify your money archetype and how it's been shaping your money story. ✨

Once you have your pen and paper, click the button below to get started!

Start

Question 1 of 8

Q1: When it comes to money, you tend to be like this...

A

A) I’m disciplined and careful

B

B) I’m thoughtful and generous

C

C) I’m analytical and detail-focused

D

D) I’m open-minded and optimistic

Question 2 of 8

Q2: Deep down, when it come to finances you mostly believe...

A

A) Playing it safe is the smartest way to protect yourself

B

B) It's more important to help others than focus on my own goals

C

C) I have to fully understand something before I can succeed

D

D) Big dreams are possible if I find the right path

Question 3 of 8

Q3: How do you usually handle money?

A

A) I save diligently and avoid unnecessary risks

B

B) I prioritize family and obligations before myself

C

C) I research options but sometimes stay stuck in indecision

D

D) I stay flexible and look for good opportunities

Question 4 of 8

Q4: How do you feel about taking financial risks?

A

A) It makes me anxious—I’d rather be safe

B

B) It feels like adding unnecessary stress, but I might be willing to if it could help more people

C

C) I’d need solid proof and data before I’d even consider it

D

D) I’m open if I trust the path and the guide

Question 5 of 8

Q5: What does financial freedom mean to you? What would it look like in your life? 

A

A) Feeling completely secure and never having to worry

B

B) Being able to take care of everyone I love without struggle

C

C) Feeling confident in every decision I make with money

D

D) Creating a life of adventure, giving, and impact

Question 6 of 8

Q6: If your money could talk, what would it say about you?

A

A) “You work so hard for me… but maybe it is time you let me try to work harder for you now.”

B

B) You’re so generous… but I wish you’d invest in yourself too.”

C

C) “I’m still sitting here, waiting for you to trust yourself. You are smart and need to start taking action”

D

D) “I’m full of possibilities—you’re closer than you think!”

Question 7 of 8

Q7: When faced with a new financial opportunity, you usually...

A

A) Stick with what feels safest, even if it means slow growth

B

B) Worry about whether it would take too much from your family

C

C) Start researching—then get overwhelmed by all the information

D

D) Feel excited but wish you had a clear, trusted guide to help

Question 8 of 8

Q8:  Imagine you fully leaned into your strengths and moved past what’s been holding you back. What would your financial future look like?

A

A) Steady growth and true financial security

B

B) Abundance that lets me give generously without fear

C

C) Confidence and clarity in every money move I make

D

D) Freedom to live my dreams, help others, and build wealth with purpose

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