No matter your position in life, whether you’re a business owner or retired and living off your assets, financial psychology plays an important role in building a financially sustainable and fulfilling financial plan.

The key question is, are your thoughts and behaviors regarding money causing you undue stress or exposing you to unnecessary financial risks?

Our guide explores these considerations by addressing many of the personality factors that impact individual investors’ financial portfolios and long-term retirement plans. 


  • An exercise to isolate your inherent tendencies and biases regarding money.
  • A questionnaire that isolates how money affects you and how you affect money.
  • Questions to ask yourself that help measure your appetite for risk. Is it time to reevaluate your thought-process?
  • Six behaviors that drive financial choices.

How is your personality affecting your financial plan? Find out.  Click here to immediately access your guide.