5 Financial Profile types
Individuals express habits that can be broadly classified into 5 archetypes. While no one type can fully encapsulate the uniqueness of every individual, it helps to get a general picture.
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Individuals express habits that can be broadly classified into 5 archetypes. While no one type can fully encapsulate the uniqueness of every individual, it helps to get a general picture.
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Nesters value stability and security. They are likely to emphasize, preparing for uncertainties. They are careful and disciplined with their finances.
Hunters value using money the way they wish. They are likely to find pleasure in being carefree. They allow their feelings to rule their financial decision
Adventurers value lifestyle and status. They are likely to take a risk and seize opportunities. They revel in the excitement when their financial decisions pay off.
Managers value being able to strike a balance. They are likely to desire, living a certain lifestyle now. They also want to plan for their financial future.
Influencers value people over things. They are likely to have an interest in their social environment. They seek ways to improve the well-being of others.