The
Squirrel
Discipline
The Raccoon
Financial superpower
Discipline
Exceptional discipline in saving and budgeting.
Untapped financial potential
Flexibility
Explore diverse investment opportunities to grow your savings in ways outside of your comfort zone, allowing for balance between saving and enjoyment.
Ideal collaborator
The Raccoon
The Raccoon can help you find even more value in your purchases and introduce you to creative ways to maximize your savings. You both share a disciplined approach to finances and The Raccoon’s exploratory nature and deal-finding skills complement your meticulous planning. This collab will push you both to explore new, diverse savings opportunities.
About you
Saving is second nature to you. You excel at disciplined saving and making smart, cost-effective decisions. You prioritize financial security and stability.
Discretionary spending is not your favorite. You prefer cost-effective and essential purchases.
You maintain some kind of budget to track expenses and most likely have a detailed system to ensure you know you're hitting your financial goals.
Making a big or important purchase? You are one to thoroughly research beforehand, always prioritizing finding the best value for your money.
Big 5 personality traits
Conscientiousness
Conscientiousness defined: Thoughtfulness, organization skills, being responsible, and good at managing tasks and goals.
You’re organized and disciplined, you don’t shy away from a regular budgeting session.
Neuroticism
Neuroticism defined: Tend to feel anxious, moody, or easily stressed.
You stay calm and composed under financial stress, making rational decisions.
Extraversion
Extraversion defined: Motivated by socializing and being around people, feeling primarily energized by social interactions.
You enjoy social interactions and new ideas but prioritize keeping your budget and financial peace of mind in tack.
Agreeableness
Agreeableness defined: Being friendly, kind, and cooperative. Prioritizing keeping the peace and getting along well with others.
You balance cooperation with personal financial goals.
Openness to experience
Openness defined: Lover of new ideas and experiences. Being curious, creative and open-minded without hesitation.
You’re open to new ideas but prefer proven financial strategies.
Your personalized financial wellness toolkit
Growing your financial skills
Building financial flexibility
You love a budget–but unexpected changes happen. It’s important to allow room for flexibility to accommodate for bumps in the road.
Celebrate your savings milestones and allow yourself small rewards to stay motivated. Diversify your investments to balance security with growth.
Balance with enjoyment and experiences
Saving is important, but sometimes, you might focus too much on saving for the future to enjoy living in the present. Find a balance. Try allocating part of your budget for leisure activities to prevent burnout from continuous saving and budgeting.
Download and share your results
Here’s a sharable version of your money mindset profile. Post it to social media and work with your ideal collaborator to improve your financial health.