What's Your Financial Archetype?

Looking to have a better relationship with money?

When it comes to money, you are more than a number – you are a person with thoughts, feelings, dreams… and a past. A very specific and important money past. Most people have formed both helpful and harmful habits around spending, saving, giving, and investing. And many of us continue to make financial decisions based not on our current financial situation, but on biases and tendencies that were formed throughout our lives.

Learning about your financial archetype can ultimately help you better understand your money psychology, leading to a healthier, more balanced relationship with money. Keep these three important things in mind:

  • There’s no hierarchy of archetypes.
  • They all possess both positive attributes and challenging emotional states.
  • Archetypes can be fluid. We’re usually a combination of two, or three of them and we may change over time.
We’ve identified eight major financial archetypes. You may strongly connect with one of them or you may find you contain pieces of many. Whichever one speaks to you, knowing your financial archetype can bring greater awareness around your inherent money behaviors and how your money psychology unconsciously influences financial decisions.

Answer these 6 questions to discover your dominant Financial Archetypes.

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1

Money primarily allows me to:

Rate each of the following statements in terms of their truth for you
(0 = not at all like me; 1 = a little like me; 2 = a lot like me; 3 = exactly like me)

Worry less.
Buy things or experiences that I enjoy.
Have freedom for other pursuits (i.e. creativity, spirituality, social activism, philanthropy).
Experience a sense of security and abundance.
Share my unique talents and perspectives to reach and inspire others.
Trust that things will fall into place.
Take care of others or create positive social change.
Invest in a legacy with lasting significance.

2

With a sudden windfall of surplus money, I would:

Rate each of the following statements in terms of their truth for you
(0 = not at all like me; 1 = a little like me; 2 = a lot like me; 3 = exactly like me)

Access something exclusive to gain followers and inspire others.
Give more to family, friends, or to worthy causes.
Save or invest it (or pay down debt).
Invest in my business or something else of enduring value.
Pay someone else to handle my bills and deal with my financial affairs.
Use it to increase my/our financial security.
Redistribute to society's marginalized people, or otherwise try to reform the system.
Upgrade my lifestyle.

3

My money truths are:

Rate each of the following statements in terms of their truth for you
(0 = not at all like me; 1 = a little like me; 2 = a lot like me; 3 = exactly like me)

I don't like thinking about money.
Money can help me build something important and enduring.
I try to use money in ways that will inspire others.
I like to shop, travel, and spend money on things that make me happy.
Steadily growing account balances create fulfillment and a sense of well-being for me.
By organizing my finances and keeping things under control, I can feel safer.
I use my money to help family, friends, or others in need.
Money causes so many problems for society – we need an equitable system!

4

My resources can mostly be found in:

Rate each of the following statements in terms of their truth for you
(0 = not at all like me; 1 = a little like me; 2 = a lot like me; 3 = exactly like me)

Material possessions and/or great memories of experiences.
I'm not really sure - I don't keep close track of my resources.
Ownership in an operating business or real estate.
Impact investments, a family foundation or donor-advised fund, or my creative or academic body of work.
Financial investments like stocks, bonds and mutual funds, income property, or alternative investments.
A lifestyle, assets, or generous acts that I (perhaps secretly) enjoy impressing other people with.
Parents, adult children, charities, or friends who have relied on me for financial help.
Mostly conservative, safe investments like bank CD's, bonds, or other income-oriented, stable value assets.

5

I seem to mostly live by the following 'rules':

Rate each of the following statements in terms of their truth for you
(0 = not at all like me; 1 = a little like me; 2 = a lot like me; 3 = exactly like me)

Feeling seen, valued, and connected are worth more than money.
It's better to give than to receive.
A penny saved is a penny earned.
We need a new system (e.g. economic, social justice, government).
You can't take it with you, so you might as well enjoy it now.
If I'm not vigilant, it could all fall apart.
Invest in myself and what I know best.
It's not about the money; it's about the journey.

6

As I think about my future with money, I'd like to:

Rate each of the following statements in terms of their truth for you
(0 = not at all like me; 1 = a little like me; 2 = a lot like me; 3 = exactly like me)

Spend money on things that make me happy and present in the moment.
Have enough to eliminate financial anxiety.
Manifest incredible possibilities, trusting that everything will work out for the best.
Change the world.
Experience my net wealth increasing.
Inspire people to take action.
Reduce the suffering of others.
See my business or other ventures create a significant and lasting impact.

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