Discover Your Wealth Archetype

1

Let’s start with your name—what should we call you?* This field is required.

First Name

Last Name

2

When thinking about my financial future, I feel:* This field is required.

Cautious but hopeful that I can manage whatever comes my way.

Uneasy or worried that something could go wrong.

Confident that I can adapt and create opportunities.

3

When setting financial goals, I mostly focus on:* This field is required.

Balancing enjoying life now with planning for the future.

Building wealth and security for my future.

Making sure I can enjoy my life right now.

4

When I receive an unexpected bonus, I’m most likely to:* This field is required.

Save or invest all the money for my future goals.

Treat myself to something I’ve been wanting.

Use part of it for enjoyment now and save or invest the rest.

5

When I think about the word “debt,” I feel:* This field is required.

It can be overwhelming, but I know it can be managed if handled correctly.

A tool that can be managed and leveraged if needed.

A burden that feels hard to escape.

6

When I approach large purchases, like a car or vacation, I usually:* This field is required.

Make the purchase if it fits my budget but consider the impact on my long-term plans.

Carefully consider how this purchase impacts my future financial goals.

Decide if I want it and can afford it now, I go for it.

7

When it comes to spending money, I feel:* This field is required.

Comfortable making purchases that align with my values and goals.

Mindful of my spending, balancing caution with enjoying what matters to me.

Anxious that there won’t be enough left for other expenses.

8

When tracking my expenses and savings, I:* This field is required.

Use a system (e.g., an app, spreadsheet) to monitor my finances.

Don’t really track them consistently.

Track them when I can, though not always consistently.

9

When reviewing my financial accounts, I:* This field is required.

Check regularly to stay on top of my financial situation.

Rarely check because I don’t like looking at them.

Check occasionally, though I could be more proactive.

10

When faced with a complex financial situation, I usually:* This field is required.

Feel overwhelmed at first but try to break it down and seek help if needed.

Break it down into steps and seek advice if needed.

Feel like it’s too much to handle, so I avoid dealing with it.

11

When it comes to investing, I feel:* This field is required.

It’s risky and unpredictable, which makes me hesitant to get involved.

It’s a smart way to build wealth over time.

I’m open to investing but prefer to take small, cautious steps.

12

When thinking about saving for retirement, I feel:* This field is required.

It’s something I think about but not a top priority right now.

It’s a top priority, and I actively plan for it.

It’s important, but I feel there’s plenty of time for that later.

13

When I see others succeeding financially, I feel:* This field is required.

Inspired by the possibilities available to everyone.

A mix of concern about my own situation and motivation from their success.

Concerned that there won’t be enough left for myself.

14

When it comes to saving, I feel like:* This field is required.

I’m doing okay but know there’s room for improvement.

I’m always behind and can never save enough.

I’m building a foundation that gives me peace of mind.

15

When I hear financial advice from experts or trusted sources, I usually:* This field is required.

Consider the advice but adapt it to my personal comfort level before acting.

Consider the advice and determine how to apply it to my own situation.

Question whether it applies to me and hesitate to follow through.

16

When it comes to setting and updating financial goals, I:* This field is required.

Don’t actively set or update them—I just deal with things as they come.

Set goals occasionally but don’t update them regularly.

Regularly set and adjust goals to keep myself on track.

17

When I think about taking on debt (e.g., credit cards, mortgage, loans, etc.), I feel:* This field is required.

Debt is something I avoid unless it strategically helps me build long-term wealth.

I’m okay with taking on debt for important things, but I weigh the long-term consequences carefully.

I’m okay with it if it allows me to do or buy things that bring me joy today.

18

When a big financial decision comes up, I usually:* This field is required.

Delay at first but eventually seek guidance and take action.

Procrastinate or avoid making a decision.

Take action, seeking out guidance if I need it.

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Calculation of ValuesCalculation of Values

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Calculation of BehaviourCalculation of Behavior

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Calculation of MindsetCalculation of Mindset

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Your Type

23

Curious how Truly Aligned can help align your wealth with your vision?* This field is required.Answer a few optional questions, and based on your responses, we may reach out to explore how we can support your goals.

YESNO

24

When thinking about achieving my financial goals, I feel:

It’s my top priority right now.

It's important, but I have other pressing concerns.

It's something I think about, but it's not my main focus.

25

When it comes to managing my finances and investments, I:

Am ready to work with someone.

Want to explore options first.

Prefer to manage things on my own for now.

26

My current annual household income range is:

Under $100,000

$100,000 - $300,000

$300,000 - $500,000

Over $500,000

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The amount of investable assets I currently have is:Includes savings, stocks, etc.

Under $100,000

$100,000 - $500,000

$500,000 - $1,000,000

Over $1,000,000

28

When managing my investments, I typically:

Self-manage them.

Work with a financial advisor.

Don’t actively manage them right now.

29

Enter Your Email to Get Your Personalized Toolkit* This field is required.Congratulations on discovering your Wealth Archetype! We’ll send you a tailored toolkit with actionable insights to align your financial habits with your goals and values.

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