What's your MoneyStyle
If your money could talk, what would it say about you? What do your financial decisions tell the world about the person you are and the life you want to live? Understanding your MoneyStyle is the most important thing to putting yourself in control of your money.
If your money could talk, what would it say about you? What do your financial decisions tell the world about the person you are and the life you want to live?
Facet’s MoneyStyle quiz will tell you three things:
Your Thinking Style – Your relationship with financial information.
Your Feeling Style – Your emotional relationship with money.
Your Expressive Style – Your relationship with money in the world.
The Money Marvel
A true wonder when it comes to money! You're a visionary that views money as a tool to make a difference and to support your community.
The Financial Dynamo
You are enthusiastic, innovative and ambitious, using money as a tool to support your varied interests and to make the world a better place.
The Financial Alchemist
You’re like the scientist of the money realm. An independent, big picture thinker that loves to come up with new ideas.
The Money Mastermind
You’re strategic, independent, and quite the visionary. You tend to be detail-oriented and prefer to spend and invest to nurture your intellectual curiosity.
The Money Cultivator
Sowing the seeds of prosperity! Spontaneous yet purposeful in every action, you enjoy cultivating the well-being of those around you.
The Money Maximizer
You view money as a tool for security and stability, often saving and investing wisely to ensure your future is taken care of.
The Money Guardian
You are nurturing, detail-oriented, and dependable in your approach to money. To you, money is a means to create comfort and to help others.
The Financial Powerhouse
Organized, practical and assertive, you see money as a tool to realize your ambitions and full potential.
The Financial Ninja
You view money as a weapon to create freedom, yet are wise enough to keep a comfortable buffer for unexpected expenses.
The Money Maestro
You are ambitious and detail-oriented, using money for collective gains, and unafraid to seize unexpected opportunities to drive societal progress.
The Financial Pioneer
What the mind can conceive, money can help you achieve. You see money as a means to live in the moment, to seize opportunities for social impact and to create a fulfilling life.
The Financial Visionary
You can be both a visionary and an inspiration to others or a deep thinker determining how to use money more thoughtfully.
The Financial Trailblazer
Innovative and versatile, you are always creating your own path. You view money as a stepping stone towards personal success.
The Money Mogul
Decisive, strategic, and ambitious when it comes to money. You see money as a tool for achieving your goals while still supporting the communities around you.
The Financial Superhero
Ambitious yet dutiful and warm-hearted, you use money to create harmony and to support others and the greater good.
The Money Maverick
You bring a rare blend of energy and spontaneity balanced with a practical approach to money.
How a Facet membership works.
With Facet, you get your own CFP® professional and a team of financial experts across investments, taxes, benefits, and more. Our ongoing, dynamic strategies will evolve with you, so you never have to make a financial decision alone again.
Our flat-fee model mean no commissions — ever.
1×1 support from a CFP® professional, backed by a team of experts.
Secure, industry-leading technology to manage and organize your entire financial life in one place.
Exclusive partner offers that complement your financial outcomes.
Find your financial calm.
Built for everything money touches – family, career, investments, retirement and everything in between.
Get unbiased financial advice from your own CFP® professional and expert team.
Experience a flat fee membership — no product sales, commissions, or surprises.