The Dreamer

You have big dreams for your future, but your head is sometimes in the clouds. You are curious about how various financial plans might help you achieve your goals, but difficulty in putting aside your emotions sometimes holds you back.

The Dreamer

You have big dreams for your future, but your head is sometimes in the clouds. You are curious about how various financial plans might help you achieve your goals, but difficulty in putting aside your emotions sometimes holds you back.

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You are admired for your ambitions and vision. Reach for them.

Financial Personas

We developed 6 financial personas, based on a combination of the top 2 dominant financial personality traits. Some personas had better financial wellness index scores on average than others.

Which persona are you?

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