Your Money Story Archetype 

Your relationship with money is more than just the numbers in your bank account—it’s a story. A story shaped by your upbringing, experiences, and beliefs. Whether you realize it or not, the way you earn, spend, save, and think about money is deeply influenced by the narratives you’ve inherited and the ones you continue to tell yourself.

This assessment will help you uncover which of the three core Money Story Archetypes best reflects your current relationship with money. Each profile offers insights into the patterns shaping your financial life, along with a Pathway Forward to help you take meaningful next steps.

Your answers fall across three profile which will reveal your primary money story archetype. While you may see yourself in certain aspects of multiple profiles, select the answers that best reflect where you are in your journey today.

Are you ready to uncover the money stories guiding your decisions—and begin writing a new chapter?