Persona Matrix

Discover Yourself, Uncover Your Potential

Financial Management Style Test

How do you approach saving money?

What's your attitude towards investing in the stock market?

How do you handle unexpected expenses?

How do you view credit card debt?

What is your approach to budgeting?

How do you approach major purchases (e.g., car, home)?

What is your attitude toward retirement planning?

How do you handle financial risks?

What's your approach to financial education and advice?

How do you feel about charitable giving or philanthropy?