Discover Your SMART Money Personality
And learn why you manage money the way you do — so you can finally make a plan that takes the pain out of managing your money.
✍️ Is What You've Tried Just Not Working?
You’ve tried budgets.
You’ve read the books.
You’ve downloaded the apps.
But the truth is, none of it will stick until you understand your money personality — the emotional and behavioral blueprint behind your financial choices.
🔍 What You’ll Learn:
✔️ The unconscious patterns that drive your money habits
✔️ Why you overspend, avoid, overgive, or overthink
✔️ The strengths of your personality (and how to use them)
✔️ The blind spots holding you back
✔️ Personalized tips to take control of your finances — without shame or overwhelm
👥 Meet the Four Money Personalities:
🌊 The Surfer – Free-spirited, fun-loving, often spending in the moment
🛡️ The Soldier – Structured, cautious, and highly disciplined
❤️ The First Responder – Compassionate, generous, and self-sacrificing
🏹 The Hunter/Gatherer – Visionary, driven, and easily distracted by opportunity
🔧 How It Works:
- Answer 20 quick questions (takes less than 5 minutes)
- Get your personalized result
- Receive next-step guidance based on your type
- Optional: Book a free 20-minute discovery call to go deeper
🎁 It’s free. It’s eye-opening. And it just might change everything.
It’s free and takes less than 5 minutes
Uncover your money strengths
and weaknesses
Clarity is just a click away!