What’s your financial archetype?

Quiz Questions

• 1.
  Your boss gives you a $1,000 bonus. What do you spend it on?

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  • A.
    I put it in my emergency fund. You can never be too careful!
  • B.
    I just put it in my bank account, I guess. I don’t know what to do with it!
  • C.
    I spend it at the mall with my friends!
  • D.
    I put it towards my monthly grocery shopping trip!
• 2.
  You’re out for dinner with friends. When the waitress brings the bill, you… 

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  • A.
    Don’t say anything unless they ask. I’m trying to save my money, remember?
  • B.
    Bill? What’s that? I’ve already made an excuse to leave a few minutes early to avoid any of the money talk.
  • C.
    Jump in and pay for the whole thing.
  • D.
    Offer to pay my part.
• 3.
  Which statement best describes how you feel about money?

  • A.
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    I don’t wanna talk about it!
  • B.
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    I need to save as much as possible before something awful happens!
  • C.
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    Money is here to be spent and make me happy!
  • D.
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    I love watching my savings go up!
• 4.
  What’s your budgeting style?

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  • A.
    If I have money, I spend it. As long as the rent is paid, we’re all clear.
  • B.
    I keep a balanced budget. I save what I can, but I let myself buy what I need.
  • C.
    I save as much as I can. If something goes wrong, I want to be prepared. Sometimes I might go so far as to prioritize saving over buying food.
  • D.
    I buy what I need, pay my bills, and try to forget money exists.
• 5.
  You’re about to leave for work one morning when you discover your car isn’t starting. You…

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  • A.
    Get it towed to the shop and fixed. I’ve been preparing for this moment!
  • B.
    I fix it myself! I’m somewhat handy, and I don’t want to spend money on this if I don’t have to.
  • C.
    Bike to work instead. I wasn’t prepared for this!
  • D.
    Call a friend to come to check it out. I don’t want to think about how much it would cost to take it to the mechanic…
• 6.
  Be honest. When was the last time you went on a no-budget spending spree?

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  • A.
    Never! I can’t imagine going shopping and just spending as much as you want.
  • B.
    Maybe a year ago, when all my clothes had holes in them and I needed a new wardrobe for the next 5 years.
  • C.
    I rarely think about my budget when I’m making purchases.
  • D.
    Just last week! I paid my rent early, so when payday time came around I had some fun.
• 7.
  How often do you check on your bank accounts?

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  • A.
    Every few days, or whenever I plan on buying something.
  • B.
    As little as possible. All those numbers make me squirm.
  • C.
    Several times a day. I have to make sure my money hasn’t been stolen.
  • D.
    Once or twice between paychecks.

Quiz Outcomes

• 1.
  Your archetype is… The Blissfully Ignorant!

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  When it comes to financial management, “out of sight, out of mind” is your mantra. If you don’t think about it, it’s not gonna be a problem. Right? You hope that by ignoring your finances, they will just sort themselves out.Maybe you grew up believing money was “bad” or feeling selfish and guilty because “other people manage with less than you.” Now, just thinking about money makes your stomach churn. That’s no way to live!You deserve to feel comfortable with money. You deserve the freedom that comes from managing your money well. You deserve to enjoy life, without worrying about the cost.“If you want to be financially free, you need to become a different person than you are today and let go of whatever has held you back in the past.” — Robert Kiyosaki3 Tips for Better Financial Management1. Accept and understand your archetype. When you know how you personally deal with finances, you’ll be able to set up a money management system that works for you.2. Set up your bank accounts to automatically pay your expenses. This way, you don’t even have to think about dealing with your money. Worry-free, you can pay your rent, insurance, set aside savings, and put money in your spending account.3. Talk to a personal financial strategist. A strategist looks at where you’re at and where you want to be. They help you set goals, manage your money, and help you debunk your fears about money. They’ll be able to set you on the right path to financial freedom.“Financial freedom is available to those who learn about it and work for it.” ― Robert KiyosakiHey there! I’m Dr. Michelle Marie. Between my occupational, educational and personal experiences, I have developed a true passion for personal finances and assisting others with navigating their financial freedom journey. I aspire to encourage, motivate, and guide others financially while decreasing the consumer debt percentages and building a saving and giving mindset in the process. I’ve got a degree in Business Administration, Certification in Financial and Mindset Coaching, I'm licensed in 11 states and I’ve been perfecting my practice for over six years. I’ve attended workshops on money, psychology, and the art of budgeting - and hosted my own!I can give you the tools you need to succeed in overcoming your financial fears and building the life you deserve. There’s nothing I love more than witnessing those breakthrough moments - when you realize that life is more than just money.Are you ready to change the direction of your finances? Your Financial Strategist,Dr. Michelle MarieLooking for some quick wins to kickstart your journey to financial freedom?1. Check out the Bedroom Talks Podcast, a podcast focused on bringing awareness to the importance of financial intimacy and enticing openness to “get real” in a judgment-free zone. Together, we’re gonna cover a multitude of financial topics, so you can leap toward financial freedom with confidence! 2. Join the Wealth Builders Unite Group on Facebook. We’re a supportive community of normal people who’ve overcome financial challenges and are always down to share insights and encouragement.3. Learn more about the ways I can help here! This is a customized introduction to your current financial outlook that will provide you with the knowledge you need to unlock strategies for achieving long-term financial security and success! Oh, did I mention it's free??Be sure to check your inbox, because I’ll be sending you my welcome letter and all sorts of other valuable resources!
• 2.
  Your archetype is… The Banker!

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  If there’s anyone who makes making and saving money look easy, it’s you. You love the feeling of watching the numbers go up on payday, and you might be obsessed with work.You’re entrepreneurial and always looking for ways to get the most out of what you do. Whether it’s starting your own business, or taking techniques from someone else to boost your income. You know how to make it and save it.However, you might be prone to falling for “get rich quick” schemes. You tend to be afraid of spending since you’re most comfortable when you’ve got a lot put away for a rainy day.“The desire of gold is not for gold. It is for the means of freedom and benefit.” — Ralph Waldo Emerson3 Tips for Better Financial Management1. Accept and understand your archetype. When you know how you personally deal with finances, you’ll be able to set up a money management system that works for you.2. Set up your bank accounts to automatically pay your expenses. This way, you don’t even have to think about dealing with your money. Worry-free, you can pay your rent, insurance, set aside savings, and put money in your spending account.3. Talk to a personal financial strategist. A strategist looks at where you’re at and where you want to be. They help you set goals, manage your money, and help you debunk your fears about money. They’ll be able to set you on the right path to financial freedom.“Financial freedom is available to those who learn about it and work for it.” ― Robert KiyosakiHey there! I’m Dr. Michelle Marie. Between my occupational, educational and personal experiences, I have developed a true passion for personal finances and assisting others with navigating their financial freedom journey. I aspire to encourage, motivate, and guide others financially while decreasing the consumer debt percentages and building a saving and giving mindset in the process. I’ve got a degree in Business Administration, Certification in Financial and Mindset Coaching, I'm licensed in 11 states and I’ve been perfecting my practice for over six years. I’ve attended workshops on money, psychology, and the art of budgeting - and hosted my own!I can give you the tools you need to succeed in overcoming your financial fears and building the life you deserve. There’s nothing I love more than witnessing those breakthrough moments - when you realize that life is more than just money.Are you ready to change the direction of your finances? Your Financial Strategist,Dr. Michelle MarieLooking for some quick wins to kickstart your journey to financial freedom?1. Check out the Bedroom Talks Podcast, a podcast focused on bringing awareness to the importance of financial intimacy and enticing openness to “get real” in a judgment-free zone. Together, we’re gonna cover a multitude of financial topics, so you can leap toward financial freedom with confidence! 2. Join the Wealth Builders Unite Group on Facebook. We’re a supportive community of normal people who’ve overcome financial challenges and are always down to share insights and encouragement.3. Learn more about the ways I can help here! This is a customized introduction to your current financial outlook that will provide you with the knowledge you need to unlock strategies for achieving long-term financial security and success! Oh, did I mention it's free??Be sure to check your inbox, because I’ll be sending you my welcome letter and all sorts of other valuable resources!
• 3.
  Your archetype is… The Free Spirit!

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  So you’re the one that always has an Amazon order on the way, buys “just because” gifts for your family, or jumps to cover the bill when you eat out with friends. (You big-hearted generous soul, you!)You spend money almost as fast as you earn it. After all, what’s life if you can’t get what you want if you can afford it? Money is meant to be spent!However, if you take a closer look, your savings account isn’t doing so hot. People appreciate what you do for them, but how are you going to afford to retire? What if an emergency comes up?These are things you don’t like to think about. You live in the now. Life is short! Unfortunately, it’s not so short you can get away with blowing your money on whatever you want on a whim.Read on to learn how to manage your money and leave room for fun spending. “To contract new debts is not the way to pay old ones.” —George Washington3 Tips for Better Financial Management1. Accept and understand your archetype. When you know how you personally deal with finances, you’ll be able to set up a money management system that works for you.2. Set up your bank accounts to automatically pay your expenses. This way, you don’t even have to think about dealing with your money. Worry-free, you can pay your rent, insurance, set aside savings, and put money in your spending account.3. Talk to a personal financial strategist. A strategist looks at where you’re at and where you want to be. They help you set goals, manage your money, and help you debunk your fears about money. They’ll be able to set you on the right path to financial freedom.“Financial freedom is available to those who learn about it and work for it.” ― Robert KiyosakiHey there! I’m Dr. Michelle Marie. Between my occupational, educational and personal experiences, I have developed a true passion for personal finances and assisting others with navigating their financial freedom journey. I aspire to encourage, motivate, and guide others financially while decreasing the consumer debt percentages and building a saving and giving mindset in the process. I’ve got a degree in Business Administration, Certification in Financial and Mindset Coaching, I'm licensed in 11 states and I’ve been perfecting my practice for over six years. I’ve attended workshops on money, psychology, and the art of budgeting - and hosted my own!I can give you the tools you need to succeed in overcoming your financial fears and building the life you deserve. There’s nothing I love more than witnessing those breakthrough moments - when you realize that life is more than just money.Are you ready to change the direction of your finances? Your Financial Strategist,Dr. Michelle MarieLooking for some quick wins to kickstart your journey to financial freedom?1. Check out the Bedroom Talks Podcast, a podcast focused on bringing awareness to the importance of financial intimacy and enticing openness to “get real” in a judgment-free zone. Together, we’re gonna cover a multitude of financial topics, so you can leap toward financial freedom with confidence! 2. Join the Wealth Builders Unite Group on Facebook. We’re a supportive community of normal people who’ve overcome financial challenges and are always down to share insights and encouragement.3. Learn more about the ways I can help here! This is a customized introduction to your current financial outlook that will provide you with the knowledge you need to unlock strategies for achieving long-term financial security and success! Oh, did I mention it's free??Be sure to check your inbox, because I’ll be sending you my welcome letter and all sorts of other valuable resources!
• 4.
  Your archetype is… The Planner!

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  If there’s anyone who knows how to keep a tight budget, it’s you. You keep your expenses to a minimum, and you’re notorious for finding loopholes in how coupons are “supposed” to be used.You might feel that money is meant to be saved “just in case,” and emergency funds are your specialty. Maybe you’ve had an experience where you barely made it through an emergency, and you’ve vowed never to let it happen again.All this anxiety building up inside takes a toll on your physical and mental health. You don’t know how to relax! You’re so caught up in the “what if?” you forget about “what is.”The reality is…if you’ve got a solid emergency fund, you’re allowed to relax a little! Spending $10 on those fuzzy socks or your favorite takeout isn’t the end of the world. The one thing you forgot to budget for was yourself!"Don't let making a living prevent you from making a life." —John Wooden3 Tips for Better Financial Management1. Accept and understand your archetype. When you know how you personally deal with finances, you’ll be able to set up a money management system that works for you.2. Set up your bank accounts to automatically pay your expenses. This way, you don’t even have to think about dealing with your money. Worry-free, you can pay your rent, insurance, set aside savings, and put money in your spending account.3. Talk to a personal financial strategist. A strategist looks at where you’re at and where you want to be. They help you set goals, manage your money, and help you debunk your fears about money. They’ll be able to set you on the right path to financial freedom.“Financial freedom is available to those who learn about it and work for it.” ― Robert KiyosakiHey there! I’m Dr. Michelle Marie. Between my occupational, educational and personal experiences, I have developed a true passion for personal finances and assisting others with navigating their financial freedom journey. I aspire to encourage, motivate, and guide others financially while decreasing the consumer debt percentages and building a saving and giving mindset in the process. I’ve got a degree in Business Administration, Certification in Financial and Mindset Coaching, I'm licensed in 11 states and I’ve been perfecting my practice for over six years. I’ve attended workshops on money, psychology, and the art of budgeting - and hosted my own!I can give you the tools you need to succeed in overcoming your financial fears and building the life you deserve. There’s nothing I love more than witnessing those breakthrough moments - when you realize that life is more than just money.Are you ready to change the direction of your finances? Your Financial Strategist,Dr. Michelle MarieLooking for some quick wins to kickstart your journey to financial freedom?1. Check out the Bedroom Talks Podcast, a podcast focused on bringing awareness to the importance of financial intimacy and enticing openness to “get real” in a judgment-free zone. Together, we’re gonna cover a multitude of financial topics, so you can leap toward financial freedom with confidence! 2. Join the Wealth Builders Unite Group on Facebook. We’re a supportive community of normal people who’ve overcome financial challenges and are always down to share insights and encouragement.3. Learn more about the ways I can help here! This is a customized introduction to your current financial outlook that will provide you with the knowledge you need to unlock strategies for achieving long-term financial security and success! Oh, did I mention it's free??Be sure to check your inbox, because I’ll be sending you my welcome letter and all sorts of other valuable resources!