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Strategists are planned in how they manage money. They take a thoughtful approach to spending, saving, and debt.
Initiators take a goal-driven approach to managing money. They will do anything needed to ensure their financial success.
Influencers take an unplanned approach to managing money. They find saving tedious, but their goal-driven nature can keep them on track.
Engagers are impulsive in how they manage money. They find it hard to commit to a savings plan unless they see quick gains towards their goals.
Community Builders take an emotional approach to money. Their need for security leads them to save, but their instinctive nature can drive spending.
Reflective Thinkers are rational in how they manage money. They are budgeters and good at balancing spending with saving.
Stylish Thinkers take an analytical approach to managing money. Yet, they find it hard to stick with a savings plan that does not excite them.
Adapters take a rational approach to money. Yet sometimes, they find it hard to stick to a budget or savings plan.
Facilitators are practical in how they manage money. Their focus on financial security leads them to budget, save and spend accordingly.
Relationship Builders are driven by their need for security. They take a steady approach to savings but can spend on impulse.
Each individual’s legal, tax, and financial situation is unique; therefore, each individual is advised to consult with their own attorney, accountant, and financial professional regarding their specific circumstances. Finwello does not provide legal, tax, or investment recommendations or advice.