Financial Identities QUIZ

How we think about money is often a reflection of Who We Are at the core: our values, our strengths and weaknesses, how we make decisions and what we prioritize when making those decisions.

The Financial Identities Assessment is a series of questions which will lead you on a quick journey of self-discovery. It will help you see your differences from others, and uncover some of the things that make you unique. It will also help communicate your differences, your preferences, and some of the most important details about your uniqueness should you decide to work with a professional financial advisor.

The Financial Identities Assessment is a way to make sure that the advisor "gets" you as you sit down for your first meeting. It's a way to make sure that you're heard, which is important in any professional engagement.




Ready to get started? You need only 10 minutes to take the quiz.