WHAT IS YOUR WEALTH POTENTIAL?
As part of the financial planning process, we assess your wealth-building personality based on the bestselling book, The Millionaire Next Door. The quiz helps uncover ways to help you succeed along your financial journey.
This exercise will take you about 8 minutes to complete. It includes questions and statements to help discover how you have made financial decisions in the past, as well as other money-related experiences.
In addition, you’ll get a complete personality report afterward with insight to help you stay on the path towards financial success.
Want to open a discussion with your young adult children about money? Have them take the quiz and review the results together or with your financial partner.
Financial awareness for free? Yes. Just click below.