What is Your Financial Personality?

What is your gender?

What year were you born?

Do you have a spouse?

Yes No

If YES, approximately how much of your finances do you both manage regularly?
Please enter a percentage 1-100

You

Partner

If NO, which of the below describes you best?

I have never been married I am divorced I am separated I am a widow/widower

Where are you in your career path?

Early in my career Mid-career Retired It's complicated!

What is/was your primary profession?

What is your approximate net worth today?

Less than $500k $500k-$1M $1M-3M More than $3M I have no idea!

Approximately how much debt do you have today?

None Less than $3,000 Between $5,000 and $10,000 More than $10,000 I have no idea!

What do you feel is your most pressing financial challenge today?

What is your biggest NON-financial challenge today?

Is there anything about money that keeps you up at night? If so, what?

If you are in a relationship, how often do you and your partner disagree about money?

We never disagree We rarely disagree We disagree and argue about money often We disagree often, but we rarely argue about money Money is one of the biggest issues in our relationship.

How well do the following statements apply to you? (Check all that apply)

Frugal Generous Confident Predictable Ambitious Spontaneous Optimistic Financially Conservative Adaptable

If money were no object, what would change in your life today?

Let’s start the conversation.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lauren S. Klein, President, Klein Financial Advisors, Inc. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.

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