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.