FinCon 2024
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Your Money Personality Is...

The Planner

You are an artist and money is your medium. You use money to craft a lifestyle you love. You have a plan for your money that you feel good about. It motivates you to keep working hard so you can enjoy life now and tomorrow.

Your Money Strengths

You take control of your future by planning for what you want. Your friends and family see you as someone who actually follows through on the goals you set for yourself.


Your Money Weaknesses

Planning for the future can be fun. But life is always lived in the present. Make sure you throw caution to the wind every now and then. Do something spontaneous with your money.


What Money Means To You

Money is a tool that you have mastered. You use it to craft the live you dream of little by little.


Your Best Budgeting Strategies

A budget allows you to dial in your plans perfectly. Create categories for each of your goals and chip away at them month by month. Use a zero based budget to know exactly where your money is going. When you need to make changes you'll know the real consequences of where you are pulling money from.

Why Planners Love MyBudgetCoach

Budgeting allows Planners to maximize their planning. By setting up goals and targets they can make sure their balances are on track. And we all know plans don't always go according to... well... plan. Having a budget in place allows you to make changes on the fly.

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