Financial Personality Test

Discover Your Financial Personality

This test is designed to help you understand HOW you manage money. In less than 10 minutes you’ll be matched with 1 of 7 distinct financial personality types: Saver, Planner, Risk-Taker, Security-Seeker, Spender, Avoider, or Investor.

You’ll learn about your natural financial tendencies and areas for growth to make smarter financial decisions. The test is quick and easy—just rate each question on a scale from 1 (lowest) to 5 (highest) to reveal your financial persona.

How does it work?

1. This template is free! (If you’d like, you can support us with a small treat)
2. Click the link to visit the Notion page.
3. Duplicate to Your Workspace.
4. Head over to the "Financial Personality Assessment" tab and complete the quiz.
5. Return to the "Home" page to see the results!

What's inside?

Take a look below to see the Financial Personality Test in action:

What's included?

• Learn which aspects of your personality shape your financial decisions.
• See how you compare with other financial personality types.
• Recognize the strengths that come with your financial personality.
• Discover areas where you can improve your financial habits.
• Access practical advice to help you improve and make smarter financial choices.

Frequently Asked Questions

1. Who is the Financial Personality Test for? 
   This test is perfect for anyone who wants to understand how their personality shapes their financial habits. It’s designed to help you uncover your strengths, identify areas for growth to make more informed financial decisions.
2. What is Notion?
   Notion is a versatile digital workspace where you can organize, plan, and manage various aspects of your life or business. This test is built inside Notion because it provides the perfect platform to have everything in one place. It's user-friendly and easy to set up, even with no prior knowledge of Notion.
3. Do I need to be on a paid Notion plan to use this?
   No, you don’t need a paid Notion plan. This template works with Notion’s free version.
4. What happens after I purchase?
   Once you complete your purchase, you’ll be redirected to a Notion page with the template. From there, you can duplicate it into your own workspace and start using it immediately.
5. Can I make changes to this template?
   Absolutely! This template is fully customizable, so you can modify it to fit your specific needs after duplicating it to your workspace.
6. Who are you?
   We are @NotionPwrCouple. After over 10 years together, we've developed systems to manage our finances and daily lives more effectively, and now we’re excited to share these tools with you.
7. Is my payment information secure?
   Yes, your payment is secure. Gumroad has been a trusted platform for over a decade, using reliable payment processors like Stripe and PayPal to ensure your information is protected.
8. Can I share this with anyone else?
   No, this template is licensed for individual use. If someone else is interested, please direct them to this page so they can get their own copy.
9. What if I have other questions?
   Feel free to reach out to us at powercouple.dm@gmail.com. We’re happy to help with any additional questions you may have.