Santa’s Money Personality

Making A List, Checking It Twice

Ever wonder why Santa keeps a nice and naughty list? Maybe it’s due to a “skeptical” money personality. Having a level of caution when it comes to your finances can be healthy. The ability to recognize risks or scams and safeguard your wealth and assets is a great way to protect yourself financially.

A Man With A Plan

When you’re responsible for delivering toys to all the good little girls and boys, it’s easy to imagine that Kris Kringle would be “future-focused”. A money personality that is focused on the future tends to have a set of goals and aspirations in place with solid plan and understanding to achieve them. Their attention to upcoming expenses as well as financial goals allows them to save more – in general and for specific goals down the road. Our evaluation of Father Christmas also identified him as “social”, as he takes into consideration all those letters he receives, and also “organized”, for all the reasons laid out above.

Are You A Santa, A Scrooge, or Something Else Entirely?

Want to know how your approach stacks up with Santa’s? Identifying your Money Personality is one of the foundational elements of our Money & Beyond financial wellness program. This intuitive activity is a quick and easy self-assessment that establishes an excellent starting point on your journey to improving your financial health and achieving your goals. Visit the Money & Beyond Portal and take the free Money Personality test today!