Money Personality Quiz
You can know what to do with money and still find yourself repeating the same decisions. Understanding your money personality is a place to begin.
Take this free quiz to explore the patterns behind how you spend, save, give and plan.
Free · About 2 minutes
Answer based on how you usually respond to money. Choose the answers that reflect your experience.
If the quiz isn’t appearing above, you can open it in a new window.
Discover My Money PersonalityFree · About 2 minutes
Your Results
Your results offer a starting point for understanding your financial habits: the strengths you rely on, the tendencies that deserve attention and the choices you may be making automatically.
You may recognize yourself in more than one personality. Use your result as something to explore, rather than a fixed definition of who you are.
Financial Emotional Intelligence
Your experiences, beliefs and emotions influence how you respond to money. They can help explain why a strategy makes sense on paper but feels difficult to follow.
I developed my Financial Emotional Intelligence framework to help people recognize those patterns and begin making different choices.
Your money personality is one place to start that conversation.
Financial Behavior
Financial behavior is shaped by more than financial education. Experiences with money, family beliefs, emotions, identity, relationships, habits, perceived safety and previous financial outcomes can all influence the decisions a person makes with money.
This helps explain why two people with similar incomes and financial knowledge can behave very differently with money.
It also explains why simply knowing the “right” financial strategy does not always create lasting behavioral change.
Learn more about the framework behind this in Financial Emotional Intelligence .
Meet Lisa
Transformational Facilitator · Author · Financial Mentor
My background spans more than 25 years in coaching, mentoring, education and financial services, including work as a financial advisor serving high-net-worth clients.
Today, I help people understand the patterns shaping their financial decisions and practice new ways of responding. I’m a Certified NLP Trainer, author of Stop Budgeting, Start Living and host of Real Money with Lisa Chastain.
FAQ
Yes. The Money Personality Quiz is free to take.
Allow about two minutes.
Yes. You may recognize several tendencies in yourself. Your result provides a starting point for reflection.
No. It explores money-related tendencies. It does not evaluate your financial position or predict your financial future.
The Money Personality Quiz originated with Robyn Crane, CFP. Lisa Chastain uses it as an educational tool in her work exploring financial behavior.
Optional Next Step
The Wealth Within is a four-day immersive experience where we examine the patterns shaping our relationship with money, success and responsibility—and practice making choices with greater awareness.
Explore The Wealth WithinYour quiz result is enough to begin. This is simply where the conversation can go next.
