Discover Your Wealth Personality Archetype
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1. When it comes to money, I:
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A) Dream big but haven’t mapped it out yet.
B) Like structure, spreadsheets, and a solid plan.
C) Prefer to save and play it safe.
D) Want my money to grow while I sleep.
2. My biggest financial goal is:
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A) Freedom and legacy.
B) Financial security and scaling.
C) Debt-free living and protection.
D) Passive income and time leverage.
3. I feel most confident when:
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A) I’m inspired by a big idea.
B) I have a step-by-step plan.
C) I know my bills are covered, and savings are strong.
D) I see my money multiplying.
4. I would rather:
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A) Launch something bold and disruptive.
B) Execute a clear, proven strategy.
C) Stick with what’s safe and known.
D) Optimize and automate my investments.
5. I measure success by:
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A) Impact, vision, and long-term legacy.
B) Execution, growth milestones, and achievements.
C) Stability, preparedness, and low risk.
D) Return on investment and leverage of time.
6. When it comes to investing:
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A) I know it’s important, but I haven’t started yet.
B) I research everything before taking action.
C) I prefer guaranteed returns.
D) I enjoy taking calculated risks for higher returns.
7. If I received a $100,000 windfall today, I would:
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A) Fund my passion project or big idea.
B) Reinvest it into my business or personal growth.
C) Pay off all debts and build an emergency fund.
D) Acquire assets that generate passive income.
8. I feel most stuck financially when:
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A) I can’t bring a big dream to life.
B) I don’t have a clear plan or roadmap.
C) My security or cash reserves are at risk.
D) My money isn’t working fast enough.
9. My approach to financial decisions is:
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A) Intuitive and bold.
B) Strategic and research-based
C) Conservative and careful.
D) Analytical and opportunity-focused.
10. My money habit I’m most proud of is:
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A) Thinking big and acting in faith.
B) Creating and following a budget or financial strategy.
C) Staying out of debt and saving regularly.
D) Making my money work for me through investments.
11. I prefer wealth-building strategies that:
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A) Align with purpose and impact.
B) Follow a clear path to scale and growth.
C) Provide peace of mind and security.
D) Deliver compounding returns and leverage.
12. When I look at my financial future, I feel:
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A) Excited but a little overwhelmed.
B) Focused and driven.
C) Cautious but hopeful.
D) Empowered and intentional.
13. I trust myself to:
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A) Dream and build something extraordinary.
B) Stay disciplined and follow through.
C) Make safe, responsible financial choices.
D) Analyze and optimize every financial move.
14. I believe money is a tool to:
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A) Fund purpose and big vision.
B) Build strong systems and scale potential.
C) Create peace, stability, and legacy.
D) Buy back time and expand wealth.
15. My biggest money blind spot might be:
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A) Structure and consistent follow-through.
B) Flexibility and creative risk-taking.
C) Leveraging capital for growth.
D) Sticking with a long-term plan during uncertainty.
16. I feel anxiety around money when:
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A) My ideas feel too big for my current resources.
B) I don’t have a clear execution plan.
C) Unexpected expenses threaten my safety net.
D) I’m not seeing growth or movement fast enough.
17. In my business or career, I tend to:
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A) Lead with vision and big-picture thinking.
B) Prioritize systems and strategic execution.
C) Make conservative decisions that protect assets.
D) Focus on scalability and maximizing ROI.
18. When I plan my legacy, I think about:
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A) Changing lives and leaving a bold footprint.
B) Building a foundation that others can expand on.
C) Ensuring my family is financially secure.
D) Leaving behind a portfolio of self-sustaining assets.
19. If I could master one new financial skill, it would be:
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A) Turning my ideas into income-producing assets.
B) Creating high-performance wealth-building systems.
C) Enhancing my protection, insurance, and savings strategy.
D) Diversifying investments and automating income streams.
20. My financial identity feels most aligned with:
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A) The Visionary – Purpose-Driven, Impact-Focused.
B) The Builder – Structured, Strategic, Determined.
C) The Banker – Cautious, Protective, Grounded.
D) The Investor – Analytical, Opportunistic, Growth-Minded.