Discover Your Financial Personality

A helpful tool to begin the conversation.

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Personality Indicator

What is your unique financial personality?

The Financial Personality Indicator takes just minutes of your time but can provide insight into a lifetime of financial beliefs and habits. Understanding your unique financial personality will help you become more confident in the way you relate to money.

York Traditions Bank has developed a series of questions which are designed to help start a conversation about money. The “Financial Personality Indicator” is not meant to label you or put you in a box. It is meant to give you insight into why you make the financial decisions you do, and what money means to you.

If you choose to have a personal financial coaching session with a York Traditions Bank professional, this information will be helpful as they work with you to develop short, medium and long-term financial goals.

In the meantime, see if you can identify with one of the four Financial Personality Profiles.

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