Your Money Personality and Wealth Profile
Knowing whether you lean Saver, Spender, Worrier or Strategist helps you plan around your habits instead of fighting them.
- 1
See your type on the Dashboard
The Money Personality card shows your main type from the assessment.
- 2
Open your Wealth Profile
Tap Wealth Profile for a short preview of your type. With Premium, tap Generate Full Profile for your strengths, weaknesses, opportunities and risks.
- 3
Retake it when life changes
Open the assessment again and choose Rebuild My Profile. It replaces your current results.