Take our comprehensive 15-question assessment to discover your financial personality type, get your Wealth IQ score, and unlock personalized insights to optimize your money mindset.
Takes just 3-5 minutes • Completely free
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Uncover your financial strengths in minutes with our Wealth IQ assessment.
15 carefully crafted questions that analyze your financial behavior, goals, and mindset to provide accurate insights.
Discover if you're "The Planner," "The Investor," "The Spender," or another unique financial personality type.
Get your Wealth IQ score (0-200) and personalized recommendations in seconds with actionable insights.
What Makes Our Assessment Reliable
Sample Results
Example Wealth IQ scores and financial personality results.
Everything you need to know about your Wealth IQ assessment