Take the money language quiz to find out who you are with $.
Note: these types are based upon 10 years of career Coaching and 25 years in financial services working on private wealth management processes. These do not include the layer of Money privilege at this stage.
The 4 Money Types sit on 2 criteria: spending habits & need for details (or not).
Mantra: “Money creates experiences, connection, and Growth.”
Expanders trust money will come and go in the way that stages of life occur. They use it as a tool to live without a focus on specifics.
High trust, higher risk tolerance
Believes in abundance and universe has their back
Spends on possibility, opportunities and Relationships
Doesn’t want to feel restricted
Shadow: avoiding structure, inconsistent planning
Listen: a short Visualization just for Expanders
Mantra: “Money is a tool I direct toward outcomes.”
Directors are decision-makers. They don’t just spend willy-nilly they allocate with intention.
Decides where money goes and why to make the ‘best film’
Connects spending to a vision, like the set on a Hollywood studio
Action-oriented, outcome-driven, problem solver often with a team
Shadow: over-control, perfectionism, difficulty letting go
Listen: a short Visualization just for Directors.
Mantra: “Money should make sense.”
Analysts are deep detailed thinkers. They want research, knowledge and they before making decisions.
Observes, evaluates, plans
Research-driven, not impulsive
Wants alignment and long-term Clarity
Shadow: analysis paralysis, delays, fearful, restrictive
Listen: a short visualization just for Analysts
Mantra: “Money keeps my plans for life’s goals on track.”
Pilots monitor and adjust. They know where everything is and make sure nothing goes off course.
Tracks, checks, protects
Detail-aware, steady, consistent
Lower risk tolerance
Shadow: tight control, difficulty relaxing into trust
Listen: a short visualization just for Pilots
Zoom Out aka Big Picture Thinker –“Does this feel right? Does this create something meaningful?”
Expander (spend) – details aren’t helpful to the flow of life
Pilot (save)- flies at 100k feet with the destination or goal in mind
Zoom In aka Detailed Thinker– “Does this make sense? Is this safe? Is this necessary?”
Director (spend) – detailed budgeting helps us create the life I picture
Analyst (save) – researched the details reduces risk
BEFORE YOU GO…
Listen: Visualization Vault has many micro mediations for energy types, needs, shift, Emotions.
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