Even if you’re not a parent (or grandparent), you’re still the parent everyone wishes they had. You do everything in your power to build a future that you and your loved ones can look forward to and, one day, enjoy. But Value-Based Planners aren’t only focused on nest eggs – they nurture their finances for today too, making sure everyone that matters is safe, dry, and happy.
Read on to find out about the assets in a Value-Based Planner's financial personality portfolio, and how to leverage them to overcome any challenges.
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Interested in taking the official, validated MBTI assessment? Through MBTIonline, you can:
- discover self-awareness
- improve relationships and communication
- find your ideal career with predicted career satisfaction
- host a team development session and more!
Note, payment is required to take the Myers-Briggs Type Indicator® and access courses and resources.
Financial personality assets
Curiosity
There are so many ways to achieve your financial goals. If you had enough time, you’d want to excavate and examine them all. Curiosity, and a never-ending drive towards constant learning means that, even if you don’t know exactly how to respond to a new event (or goal), you’ll know where to find answers you need.
Leverage it
There’s research, and then there’s Research. Life doesn’t always allow time for the latter, as much as Short-Term Strategists might wish it did. Keep your curiosity running hot by setting clear timeframes to help keep your explorations on track. Doing this could help you accelerate securely towards setting the best possible goal, then shooting, and scoring.
Speed
Speed is the engine that makes your flexibility come to life. When your circumstances change, you race so quickly through the accept, cope, adapt cycle that you often bypass the ‘cope’ stage. Short-Term Strategists are not often found sleeping on the job: they’re wide awake, and ready for change.
Leverage it
Short-Term Strategists might benefit from getting more breathing space between planning and acting. Channeling your laser-fast mind towards researching and evaluating new directions will help make sure you don’t abandon your well thought out plans before you’ve given them a chance to prove themselves.
Panoramic vision
Nothing escapes your vision – not today, and certainly not tomorrow. You’re a dab hand at budgeting, and you’ve been compounding interest since you drew your first paycheck. Value-Based Planners can ‘see’ their future finances in the spreadsheets they make today, and understand the power of long-term planning.
Leverage it
Balancing concern for today with concern for the future can be challenging. Your panoramic vision is like a telescope and microscope in one. Use it to bring your focus to the short-term as well as the long-term. This will help you set meaningful goals, as well as execute them at the appropriate hour.
Goal-Oriented
Even though you find managing your finances interesting, that’s not why you do it. You do it because you know that accumulating wealth is a good way to help those closest to you. The fact that you find it interesting is a bonus.
Leverage it
You’re already fairly confident in managing your finances, but building a secure future means keeping your eye on the ball. Channel your natural interest in financial matters to keep learning and expanding your view of what’s possible, rooting your confidence deeper into unshakeable foundations of knowledge.
Love
Being a Value-Based Planner means that you centre your plans around your values; and then make those plans a reality. You’re not interested in wealth for wealth’s sake. Instead, you see your finances as a way to help the people you love, and support the causes you care about.
Leverage it
Even with your solid 20:20 long-term outlook, it can be so tempting to give to people and causes you love, that you’re left with less time to spend on the nitty-gritty. With so many people potentially relying on you, it might be worth deliberately channeling your love into spending more time combing through the daily details of financial management.
Creativity
Value-Based Planners are all about goals. Not for the glory, but for the proof of a plan well made and well executed. Your proven track record of financial-goal scoring is an excellent way to empower you to keep moving forward; knowing that when the next ball comes your way, you’ll kick it safely into the back of the net. And the next one (and the next…).
Leverage it
You’ve scored one goal, why not make it a hat-trick? As a goal-setter (and scorer), it’s sometimes tempting to take a shot when stepping back might be the best option. The difference between football and finance is that, in financial matters, acting fast isn’t always the best policy. Step back and ask if every goal shot is worth taking – you might score, but you could also end up with a corner.
Calling Value-Based Planners!
Share the quiz to help friends and family discover their own financial personalities and leverage their personal assets to help achieve their goals.
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