What’s your financial personality?

Are you and your partner budgeting masters, spontaneous spenders or somewhere in between? Find out with our quiz!

Answer a series of fun and thought-provoking questions to uncover your unique financial personalities and use that to learn how to achieve your future financial goals.

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The Planner

Wow. You are on it! But then, you already knew that!

With a solid plan in place, you are on the path to achieving your financial goals and make your money work hard for you. Just remember – it’s important to make room for a splurge or two in your financial plan to reward yourself for all your hard work.

 

For additional insights, we recommend reading:

Other Articles for Consideration:

The Money Talk: “The Money Talk” — From Awkward to Empowered

Joint Bank Accounts:  Marriage and Money: Joint Bank Accounts?

Emotions & Money:  Emotions and Money: The Personal Side of Personal Finance

 

Compatibility options

Two of a Kind
  • Planner + Planner

You and your partner take similar approaches to managing money – whether that’s spending on items and experiences you value or saving up for life’s big milestones. You operate as a team financially, and you’re on a similar path in building wealth and reaching planned goals. We see a bright financial future ahead!

Some tips to reach your financial goals together:

  • Keep checking in around money. Your goals might change over time — and regular money talks will help ensure you’re always on the same page.
  • Build your wealth by investing. Finding an investment strategy that works for you will set you up for a comfortable future together.
  • Make room in your budget for splurges. To reward yourselves for all your hard work, set aside some money to go have fun and make memories together.

 

The Power Couple
  • Planner + Saver
  • Planner + Sharer

Talk about teamwork! You each bring complementary skills and financial habits to the relationship, allowing you to create a brighter financial future for both of you. Since you may be handling separate aspects of your financial life, communication is key to staying on the same page.

Make the most of your financial strengths by:

  • Setting goals together. With slightly different approaches to financial planning, goal-setting will bring you into alignment as you shape your financial future.
  • Putting compromise first. You might have slightly different priorities, from maximizing savings to changing the world. Create a shared budget that makes room for each other’s priorities.
  • Communicating clearly. You’ll likely delegate financial responsibilities based on each other’s strengths, so it’s important to check in regularly.

 

Opposites Attract
  • Planner + Spender
  • Planner + Free spirit

You and your partner have different outlooks when it comes how you manage your finances. And that’s ok! The good news is you can balance each other’s financial habits, work together to create shared goals and ensure you stay on track.

Create a financial future that works for both of you by:

  • Staying flexible. Successful partnerships are all about compromise, especially when it comes to money. Work from a flexible budget that makes room for “unplanned” or impulse spending, so you can splurge in moderation but still reach your shared goals.
  • Making financial planning exciting by turning it into a date night in — complete with your favourite takeout.
  • Splurging in moderation will help you feel rewarded by your money, whether you’re hoping to upgrade your wardrobe or planning your dream vacation.

 

The Saver

Financial security is important to you.  Knowing you have savings in the bank brings you peace of mind. With clear goals and an eye on the future, you’re well-equipped to deal with whatever life throws your way.

When it comes to building wealth, you’ve already got the hard part covered. So set yourself up for success by continuing to invest your savings and make each dollar work harder for you.

 

For additional insights, we recommend reading:

Other Articles for Consideration:

The Money Talk: “The Money Talk” — From Awkward to Empowered

Joint Bank Accounts:  Marriage and Money: Joint Bank Accounts?

Emotions & Money:  Emotions and Money: The Personal Side of Personal Finance

 

Compatibility options

Two of a Kind
  • Saver + Saver

You and your partner take similar approaches to managing money – whether that’s spending on items and experiences you value or saving up for life’s big milestones. You operate as a team financially, and you’re on a similar path in building wealth and reaching planned goals. We see a bright financial future ahead!

Some tips to reach your financial goals together:

  • Keep checking in around money. Your goals might change over time — and regular money talks will help ensure you’re always on the same page.
  • Build your wealth by investing. Finding an investment strategy that works for you will set you up for a comfortable future together.
  • Make room in your budget for splurges. To reward yourselves for all your hard work, set aside some money to go have fun and make memories together.

 

The Power Couple
  • Planner + Saver

Talk about teamwork! You each bring complementary skills and financial habits to the relationship, allowing you to create a brighter financial future for both of you. Since you may be handling separate aspects of your financial life, communication is key to staying on the same page.

Make the most of your financial strengths by:

  • Setting goals together. With slightly different approaches to financial planning, goal-setting will bring you into alignment as you shape your financial future.
  • Putting compromise first. You might have slightly different priorities, from maximizing savings to changing the world. Create a shared budget that makes room for each other’s priorities.
  • Communicating clearly. You’ll likely delegate financial responsibilities based on each other’s strengths, so it’s important to check in regularly.

 

Opposites Attract
  • Saver + Spender
  • Saver + Free spirit
  • Saver + Sharer

You and your partner have different outlooks when it comes how you manage your finances. And that’s ok! The good news is you can balance each other’s financial habits, work together to create shared goals and ensure you stay on track.

Create a financial future that works for both of you by:

  • Staying flexible. Successful partnerships are all about compromise, especially when it comes to money. Work from a flexible budget that makes room for “unplanned” or impulse spending, so you can splurge in moderation but still reach your shared goals.
  • Making financial planning exciting by turning it into a date night in — complete with your favourite takeout.
  • Splurging in moderation will help you feel rewarded by your money, whether you’re hoping to upgrade your wardrobe or planning your dream vacation.

 

The Sharer

Everyone wants a bestie like you! Generous and community-minded, The Sharer prioritizes giving back and supporting others financially.  When your spending aligns with your values, you feel most rewarded. 

 

For additional insights, we recommend reading:

Other Articles for Consideration:

The Money Talk: “The Money Talk” — From Awkward to Empowered

Joint Bank Accounts:  Marriage and Money: Joint Bank Accounts?

Emotions & Money:  Emotions and Money: The Personal Side of Personal Finance

 

Compatibility options

The Power Couple
  • Planner + Sharer

Talk about teamwork! You each bring complementary skills and financial habits to the relationship, allowing you to create a brighter financial future for both of you. Since you may be handling separate aspects of your financial life, communication is key to staying on the same page.

Make the most of your financial strengths by:

  • Setting goals together. With slightly different approaches to financial planning, goal-setting will bring you into alignment as you shape your financial future.
  • Putting compromise first. You might have slightly different priorities, from maximizing savings to changing the world. Create a shared budget that makes room for each other’s priorities.
  • Communicating clearly. You’ll likely delegate financial responsibilities based on each other’s strengths, so it’s important to check in regularly.

 

Opposites Attract
  • Saver + Sharer

You and your partner have different outlooks when it comes how you manage your finances. And that’s ok! The good news is you can balance each other’s financial habits, work together to create shared goals and ensure you stay on track.

Create a financial future that works for both of you by:

  • Staying flexible. Successful partnerships are all about compromise, especially when it comes to money. Work from a flexible budget that makes room for “unplanned” or impulse spending, so you can splurge in moderation but still reach your shared goals.
  • Making financial planning exciting by turning it into a date night in — complete with your favourite takeout.
  • Splurging in moderation will help you feel rewarded by your money, whether you’re hoping to upgrade your wardrobe or planning your dream vacation.

 

The Adventurers
  • Spender + Sharer
  • Free spirit + Sharer
  • Sharer + Sharer

We just know you’re the fun couple in your friend group! Whether you’re spending money on yourself or on others, you’re making memories you’ll cherish for the rest of your lives.

If you both have a propensity to spend, just a little planning can help you enjoy your money and avoid financial stress. And help you set aside money for your shared financial goals.

Have fun and be responsible with your money by:

  • Having a plan for living expenses – Consider setting up a joint account to cover joint living expenses, while keeping separate accounts for your induvial spending. That way you can cover the essentials without having to sweat the details.
  • Being flexible with your budget. Make lots of room for unplanned spending — whether that’s picking up that new pair of winter boots or helping a friend in need.
  • Exploring lower-cost or free experiences, such as picnics in the park or volunteering as a couple. You’ll make all the memories — without the bills.

 

The Free Spirit

When it comes to money, it’s not at the forefront of your mind – you’re looking to enjoy life & avoid financial stress. Budgeting is not your favourite past-time, and even though you save for the future, you’re more concerned with living in the moment & enjoying your money today over maximizing your future returns.

The right path forward is one that’s flexible and hands-off, but still allows your money to work hard for you.  The whole “Set It And Forget It’ is a great way to save for future goals without feeling overwhelmed financially. 

 

For additional insights, we recommend reading:

Other Articles for Consideration:

The Money Talk: “The Money Talk” — From Awkward to Empowered

Joint Bank Accounts:  Marriage and Money: Joint Bank Accounts?

Emotions & Money:  Emotions and Money: The Personal Side of Personal Finance

 

Compatibility options

Two of a Kind
  • Free spirit + Free spirit

You and your partner take similar approaches to managing money – whether that’s spending on items and experiences you value or saving up for life’s big milestones. You operate as a team financially, and you’re on a similar path in building wealth and reaching planned goals. We see a bright financial future ahead!

Some tips to reach your financial goals together:

  • Keep checking in around money. Your goals might change over time — and regular money talks will help ensure you’re always on the same page.
  • Build your wealth by investing. Finding an investment strategy that works for you will set you up for a comfortable future together.
  • Make room in your budget for splurges. To reward yourselves for all your hard work, set aside some money to go have fun and make memories together.

 

Opposites Attract
  • Saver + Free spirit
  • Planner + Free spirit

You and your partner have different outlooks when it comes how you manage your finances. And that’s ok! The good news is you can balance each other’s financial habits, work together to create shared goals and ensure you stay on track.

Create a financial future that works for both of you by:

  • Staying flexible. Successful partnerships are all about compromise, especially when it comes to money. Work from a flexible budget that makes room for “unplanned” or impulse spending, so you can splurge in moderation but still reach your shared goals.
  • Making financial planning exciting by turning it into a date night in — complete with your favourite takeout.
  • Splurging in moderation will help you feel rewarded by your money, whether you’re hoping to upgrade your wardrobe or planning your dream vacation.

 

The Adventurers
  • Free spirit + Spender
  • Free spirit + Sharer

We just know you’re the fun couple in your friend group! Whether you’re spending money on yourself or on others, you’re making memories you’ll cherish for the rest of your lives.

If you both have a propensity to spend, just a little planning can help you enjoy your money and avoid financial stress. And help you set aside money for your shared financial goals.

Have fun and be responsible with your money by:

  • Having a plan for living expenses – Consider setting up a joint account to cover joint living expenses, while keeping separate accounts for your induvial spending. That way you can cover the essentials without having to sweat the details.
  • Being flexible with your budget. Make lots of room for unplanned spending — whether that’s picking up that new pair of winter boots or helping a friend in need.
  • Exploring lower-cost or free experiences, such as picnics in the park or volunteering as a couple. You’ll make all the memories — without the bills.

 

The Spender

You work hard and live in the moment.  Spending the fruits of your labour makes you feel rewarded for your hard work.

If you find yourself spending beyond your means, three are budgeting tools to support you in building a flexible plan that works with your lifestyle, to offer you financial peace of mind.

 

For additional insights, we recommend reading:

Other Articles for Consideration:

The Money Talk: “The Money Talk” — From Awkward to Empowered

Joint Bank Accounts:  Marriage and Money: Joint Bank Accounts?

Emotions & Money:  Emotions and Money: The Personal Side of Personal Finance

 

Compatibility options

Opposites Attract
  • Saver + Spender
  • Planner + Spender

You and your partner have different outlooks when it comes how you manage your finances. And that’s ok! The good news is you can balance each other’s financial habits, work together to create shared goals and ensure you stay on track.

Create a financial future that works for both of you by:

  • Staying flexible. Successful partnerships are all about compromise, especially when it comes to money. Work from a flexible budget that makes room for “unplanned” or impulse spending, so you can splurge in moderation but still reach your shared goals.
  • Making financial planning exciting by turning it into a date night in — complete with your favourite takeout.
  • Splurging in moderation will help you feel rewarded by your money, whether you’re hoping to upgrade your wardrobe or planning your dream vacation.

 

The Adventurers
  • Spender + Spender
  • Spender + Sharer
  • Free spirit + Spender

We just know you’re the fun couple in your friend group! Whether you’re spending money on yourself or on others, you’re making memories you’ll cherish for the rest of your lives.

If you both have a propensity to spend, just a little planning can help you enjoy your money and avoid financial stress. And help you set aside money for your shared financial goals.

Have fun and be responsible with your money by:

  • Having a plan for living expenses – Consider setting up a joint account to cover joint living expenses, while keeping separate accounts for your induvial spending. That way you can cover the essentials without having to sweat the details.
  • Being flexible with your budget. Make lots of room for unplanned spending — whether that’s picking up that new pair of winter boots or helping a friend in need.
  • Exploring lower-cost or free experiences, such as picnics in the park or volunteering as a couple. You’ll make all the memories — without the bills.