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Know your money

Money Personality Types

Sixteen distinct ways people protect, grow, direct, and imagine their financial lives.

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Mountain fortress landscape of the Custodians

The

Custodians

Sentinel · Provider · Firewall · Shieldbearer

The Sentinel in a blue and gold cape

Sentinel

The Sentinel is the financial personality type with Builder, Guardian, Planner, and Independent traits. These people embrace quiet discipline and careful preparation that reflect their trust in their own judgment above all else.

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The Provider in blue, white, and gold

Provider

The Provider is the financial personality type with Builder, Guardian, Planner, and Collective traits. These people embrace disciplined, deliberate action that reflects their deep sense of responsibility for the people who depend on them.

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The Firewall holding a protective shield

Firewall

The Firewall is the financial personality type with Builder, Guardian, Mover, and Independent traits. These people embrace quick, protective action that reflects their instinct to defend what they've built and the people who depend on it.

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The Shieldbearer holding a blue and gold shield

Shieldbearer

The Shieldbearer is the financial personality type with Builder, Guardian, Mover, and Collective traits. These people embrace fast, protective action that reflects their instinct to defend the people they love the moment something threatens them.

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Green valley, waterfalls, and crystalline towers of the Cultivators

The

Cultivators

Craftsman · Gardener · Tinkerer · Host

The Craftsman carrying a hammer and rolled plans

Craftsman

The Craftsman is the financial personality type with Builder, Flow, Planner, and Independent traits. These people embrace deliberate, skillful effort that reflects their belief that good things are built carefully, and meant to be enjoyed.

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The Gardener holding a flower and basket of blooms

Gardener

The Gardener is the financial personality type with Builder, Flow, Planner, and Collective traits. These people embrace deliberate, patient effort that reflects their belief that what's grown carefully is meant to be shared.

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The Tinkerer carrying tools and a wrench

Tinkerer

The Tinkerer is the financial personality type with Builder, Flow, Mover, and Independent traits. These people embrace fast, hands-on experimentation that reflects their genuine enjoyment of building — for its own sake.

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The Host welcoming guests with a cup of tea

Host

The Host is the financial personality type with Builder, Flow, Mover, and Collective traits. These people embrace fast, generous action that reflects their genuine joy in bringing people together.

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Golden canyon and distant horizon of the Prospectors

The

Prospectors

Analyst · Counselor · Scout · Broker

The Analyst carrying books and a leather satchel

Analyst

The Analyst is the financial personality type with Visionary, Guardian, Planner, and Independent traits. These people embrace careful, well-researched action that reflects their belief that a good idea deserves real scrutiny before it deserves a "yes."

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The Counselor welcoming a thoughtful conversation

Counselor

The Counselor is the financial personality type with Visionary, Guardian, Planner, and Collective traits. These people embrace careful, shared decision-making that reflects their belief that a good idea protects everyone it touches, or it isn't ready yet.

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The Scout surveying the horizon with binoculars

Scout

The Scout is the financial personality type with Visionary, Guardian, Mover, and Independent traits. These people embrace bold, fast action that reflects their belief that real adventure and real protection aren't opposites.

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The Broker carrying a portfolio and coffee

Broker

The Broker is the financial personality type with Visionary, Guardian, Mover, and Collective traits. These people embrace fast, connective action that reflects their belief that a good opportunity is only complete once it's shared.

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Mountain citadel, waterfalls, and cloudline landscape of the Voyagers

The

Voyagers

Dreamweaver · Impresario · Trailblazer · Ringleader

The Dreamweaver pointing toward a distant possibility

Dreamweaver

The Dreamweaver is the financial personality type with Visionary, Flow, Planner, and Independent traits. These people embrace deliberate, long-range imagination that reflects their belief in a future worth building toward — on their own terms.

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The Impresario holding an open compass journal

Impresario

The Impresario is the financial personality type with Visionary, Flow, Planner, and Collective traits. These people embrace big, shared dreams that reflect their gift for turning an idea into something everyone gets to be part of.

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The Trailblazer surveying the route ahead

Trailblazer

The Trailblazer is the financial personality type with Visionary, Flow, Mover, and Independent traits. These people embrace big ideas and actions that reflect their optimism about the future and their excitement for life.

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The Ringleader inviting others toward a new adventure

Ringleader

The Ringleader is the financial personality type with Visionary, Flow, Mover, and Collective traits. These people embrace fast, magnetic action that reflects their gift for turning an opportunity into a shared adventure, instantly.

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