The
Beaver
Strategy
The Octopus
Make any day payday
Earned wage accessUse it to cover any unexpected expenses when trying new financial habits outside of your plan.
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Financial Education
Increase your financial confidence and learn about new investment opportunities and how to implement new spending habits into your routine.
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Budgeting Tools
Connect to ZayZoon’s budgeting tools to set reminders to make sure you adhere to your new budget that allows for low-risk investments and flexibility.
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Financial superpower
Strategy
Ability to meticulously plan and manage your finances, ensuring long-term stability.
Untapped financial potential
Risk-taking
Embrace calculated risks to grow your finances even more, even if they aren’t in your established plan.
Ideal collaborator
The Octopus
The Octopus' experience-driven and spontaneous nature can help you enjoy the present more. Meanwhile, your cautious approach can help The Octopus plan for the financial stability they need. Together, you can balance enjoying life and fun while planning for financial security.
About you
You’re a meticulous planner who prioritizes your budget, risk management and long-term financial security. You spend cautiously, often prioritizing planned expenses over luxury or discretionary spending.
You have a detailed approach that ensures you stay on top of your finances. You extensively research purchases to ensure they align with your long-term financial plans.
You don’t shy away from a budgeting session and you may be the friend who is updating your budget sheet with your spending in real time.
And your short-term investment game is strong! You prioritize safe investments and maintain your emergency fund.
Big 5 personality traits
Conscientiousness
Conscientiousness defined: Thoughtfulness, organization skills, being responsible, and good at managing tasks and goals.
Your high conscientiousness ensures meticulous financial management.
Neuroticism
Neuroticism defined: Tend to feel anxious, moody, or easily stressed.
You have high anxiety and stress when it comes to stepping outside of your established plans
Extraversion
Extraversion defined: Motivated by socializing and being around people, feeling primarily energized by social interactions.
You have a tendency to avoid social situations that are outside of your regular routine. However, this does not necessarily mean you do not like socializing.
Agreeableness
Agreeableness defined: Being friendly, kind, and cooperative. Prioritizing keeping the peace and getting along well with others.
You balance cooperation with others with a cautious approach, but prioritize your financial plan above all else.
Openness to experience
Openness defined: Lover of new ideas and experiences. Being curious, creative and open-minded without hesitation.
You have a preference for familiar and safe financial situations and experiences.
Your personalized financial wellness toolkit
Make any day payday
Earned wage accessUse it to cover any unexpected expenses when trying new financial habits outside of your plan.
Get started with your ZayZoon toolkit
Financial education
Increase your financial confidence and learn about new investment opportunities and how to implement new spending habits into your routine.
Get started with your ZayZoon toolkit
Budgeting tools
Connect to ZayZoon’s budgeting tools to set reminders to make sure you adhere to your new budget that allows for low-risk investments and flexibility.
Get started with your ZayZoon toolkit
Growing your financial skills
Embracing calculated risks
Financial planning is your strength, and this is no small feat. While detailed planning is essential, so is acting on unexpected, rewarding opportunities.
Excessive planning can hold you back from making decisions with great returns.
Gradually introduce low-risk investments that may be outside of your usual plan.
Financial literacy
The plan has gotten you this far, but what about what’s next? Increasing your financial knowledge of investments, budgeting and financial concepts is a great way to build confidence to dive into new financial opportunities.
With this new knowledge, you stay informed about low-risk investment opportunities and financial strategies.
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.