What’s Your Wealth Identity?

First name

Last name

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Questions (choose one answer each)

When you get extra money, you usually…

Save/invest it immediately

Use it to help someone or cover something urgent

Put it toward a big goal (or 3 goals at once)

Simplify: pay something off or reduce future stress

The best money plan is one that…

Is measurable and consistent

Protects the people I care about

Accelerates progress fast

Reduces complexity and decision fatigue

Your biggest financial frustration is…

Not moving fast enough

Feeling like it’s never “just about me”

Feeling behind compared to others

Having too many accounts, logins, and loose ends

When life gets stressful, your money behavior becomes…

Tighter and more structured

More reactive—I start covering gaps

More intense—I try to “fix it” with big moves

More avoidant—I don’t want to think about it

If you had to pick one money superpower you want, it’s…

Consistency

Stability

Wealth-building acceleration

Peace

A financial win you actually care about looks like…

hitting a target each month

knowing emergencies won’t break you

seeing net worth climb

fewer financial decisions in your head

When someone gives you money advice, you…

ask for numbers and steps

ask “How does this affect my household?”

ask “How fast does this work?”

ask “How complicated is this?”

The thing you’re most likely to overspend on is…

tools/resources to optimize

other people’s needs

convenience + lifestyle upgrades

upgrades that reduce hassle

Your relationship to risk is…

cautious but open to smart risk

risk-avoidant—too many people depend on me

risk-tolerant—I’m trying to grow

selective—risk is fine if it doesn’t create mental clutter

You’re most motivated by…

progress and structure

security and responsibility

achievement and freedom

simplicity and alignment

Your financial “blind spot” tends to be…

perfectionism

self-sacrifice

stacking too many goals

delaying decisions because it feels like a lot

If your money had a job description, it would be…

build the future

protect the present

create more options

support the life I actually want