Are you tired of one-size-fits-all financial advice that doesn’t quite fit your unique needs and goals? There are many types of personalities out there when it comes to financial matters, and we’ve found that most of our clients fall into one of the categories we’ll discuss today. In this episode, we’ll explore how understanding your financial personality can help you make more informed financial decisions.

Having a financial plan tailored to your unique personality is important. If you fall into one of these classifications, it is likely that you struggle with certain personal challenges when it comes to financial planning. Join us as we unpack these obstacles and share how we cater financial plans to work around these obstacles.

Here are some of the topics we will cover in this episode:

  • The ‘victim’ who has been burned by something in their financial past. (2:50)
  • The ‘over-analyzer’ who has a tough time making financial decisions. (5:16)
  • The potential risks ‘do-it-yourselfers’ face by not seeking professional financial advice. (7:36)
  • “There are risks associated with being too conservative.” How ‘silo stockers’ can benefit from having some money in the market. (14:02)
  • Working with couples that are not on the same page regarding finances. (16:23)

If you have any questions about what we discuss, set up a meeting with us anytime by visiting