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3rdqrtr2013 kids newsletter Layout 1 6/27/2013 10:35 AM Page 1 3rd Quarter 2013 Newsletter Young Investors BEC Informed Investor n... NG an OMI 00099908 Money is an important part of your life. Its
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How to fill out your money personality:

01
Start by reflecting on your financial goals and values. What do you want to achieve with your money? What are your priorities?
02
Assess your current financial situation. Take a look at your income, expenses, savings, and debt. Understand where you stand financially.
03
Analyze your spending habits. Look at how you spend your money and identify any patterns or behaviors that may impact your financial well-being.
04
Consider your risk tolerance. Determine how comfortable you are with taking financial risks, such as investing in the stock market.
05
Evaluate your attitudes towards money. Reflect on any beliefs or emotions you have around money that may influence your financial decisions.
06
Take a comprehensive money personality quiz or assessment. Many online resources can help you understand your money personality type and provide insights into your financial behaviors.
07
Use the results of the assessment to gain a deeper understanding of yourself and your financial tendencies. This knowledge can help you make more informed decisions regarding your money.

Who needs your money personality?

01
Individuals who want to gain a better understanding of their financial habits and behaviors can benefit from discovering their money personality. It helps them identify strengths and weaknesses, enabling them to make positive changes and improve their financial well-being.
02
Couples or families who want to align their financial goals and work together towards financial success can use their individual money personalities as a starting point for discussions and planning.
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Financial advisors or coaches may also encourage their clients to explore their money personality. It can provide valuable insights into clients' financial behaviors, allowing advisors to tailor their strategies and recommendations accordingly.
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