Money Persona Quiz

The Money Persona Quiz is a straighforward, 20-question personality assessment that uses your views on risk, motivation, and other areas to map out your opinions and build a profile of your financial worldview (your "Money Persona").

Understanding your own Persona (and knowing yourself) helps you focus on your strengths, stop going against how you're wired, and approach your money and goals in the most informed and personally effective way possible.

dollar sign

Cost: 

clock

Time commitment: 5 min

hand and paper with chart

You won't need anything to complete the Money Persona Quiz, except some basic knowledge of yourself (your tendencies, preferences, etc.).

Get started now!

Cashbasic
Produced by Cashbasic

Site Resources

Stripe

Plaid

Social Connections

We don't do social media.

Special Thanks

Get Cashbasic's very best content (and exclusive offers) direct to your inbox.

No spam, ever. And we never share or sell your information.

Our Promise  |  Privacy Policy