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Discover Your Money Personality and Improve Your Financial Habits

Understand how your values, beliefs, attitudes, expectations, and emotions influence how you use money. Learn to identify and change negative spending patterns. Explore what you value, your beliefs about money, your attitudes towards finances, and the expectations and emotions that shape your financial decisions.

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Discover Your Money Personality and Improve Your Financial Habits

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  1. My Money Personality

  2. Your money personality guides how you use money Your • Values • Beliefs • Attitudes • Expectations • Emotions are part of your money personality

  3. What Do You Value?

  4. Values • Things that are very important and desirable to you • Influence how you spend your • time • energy • money

  5. Beliefs • An idea you hold to be true • Your “money beliefs” should be based on facts

  6. Attitudes • Reflect your expectations, mood & opinions about things • Your attitudes about money affect your expectations & choices

  7. Expectations • Things that you think will happen • “Financial expectations” are ideas about what can be achieved with money

  8. Emotions • Strong feelings about something or someone • Can get in the way of making sound financial decisions • What emotions does money stir up in you?

  9. Knowing your money personality • Helps you to understand how you use money • Allows you to change bad buying behaviors

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