At
TM Wealth Management, we believe that the starting point to successful
financial decisions is to understand your unique money personality. It is the
lens through which you view your entire financial world. It impacts how you
earn, spend, manage and invest your money.
By
taking the time to understand your money personality, you take a giant leap
towards improving financial decisions. Knowing who you are financially
speaking can help you enhance your returns, build savings faster and pay down
debt more quickly. It can also help you reduce your financial stress and live
the life you deserve.
Pick that
answer that best describes you. Choose the one that first comes to mind. This
survey should only take 5 minutes. Once you hit submit, the results
and a special 12 page report will be emailed to you within 2 business days.
If
married, each spouse should do their own survey privately. Then compare the
results.
Thank you
for taking the time to do this and please tell others about it.
.