Your Financial Personality

This questionnaire was designed to help you identify your financial personality. Understanding your particular needs also allows your financial professional to better understand you, and in turn, better understand your decision-making process and personal approach to planning for your financial future. Please take your time and carefully answer each of the following eight questions.

Name:

Email:

Using the following scale how much do you agree or disagree with the following statements?

Strongly Agree
5 points

Somewhat Agree
4 points

Neutral
3 points

Somewhat Disagree
2 points

Strongly Disagree
1 point

I feel I am confident when it comes to managing money and investing.

Enter point value:

I feel I have adequately planned for retirement savings/security.

Enter point value:

I feel I am educated when it comes to managing money and investing.

Enter point value:

I feel I have sufficient knowledge about money and investing, and I am very involved in the management of my long-term savings, and investments.

Enter point value:

I feel I am clear about my financial goals and my plans to achieve them.

Enter point value:

I feel I am highly responsible and take initiative when it comes to money and investing.

Enter point value:

It is very important to me that I always have a complete understanding of my
household financial situation.

Enter point value:

When in a relationship, I like to collaborate with my partner in financial decisions.

Enter point value:

Total Points:

Total Points	Financial Personality
35-40	Financial Initiator
27-34	Financial Analyzer
20-26	Financial Collaborator
14-19	Financial Avoider
8-13	Financial Dreamer

Your Financial Personality

Courtesy of Allianz Life Insurance Company