You are the Artist

You Are Optimistic and Charming, Chasing Moments as Big as Your Dreams

When you walk into a room, people notice. You’re not afraid to spend a little extra on something that makes a statement. It gives you a boost of confidence when you get compliments, and you wear it well. But it can get lonely at the top. Make sure you’re not spending money as a substitute for affection or self-worth. Seek out alternate ways to reward yourself.

Your Strengths

  • Optimistic: You’re always looking for the bright side in life and money.
  • Giving: You give willingly of yourself and find joy in sharing your wealth.
  • Charismatic: Whether in the boardroom or on the dance floor, your charm always shines through.

Your Weaknesses

  • Internally focused: You consider all things in life in relation to how they affect you.
  • Sensitive to criticism: You often find it’s hard to take advice without taking it personally.
  • Impulsive: Sometimes, you find it’s easier to just react than to do the research.

Take a Few Steps in the Right Direction

  • Remember your true value – You are worth so much more than your net worth. Money is only a tool and a resource, not a measure of who you are.
  • Set gift and adventure budgets – You are a generous person, perhaps too generous. And that generosity often leads to overspending. Tackle this problem head-on by creating budgets before you head out for your next trip or gift-giving shopping spree. Also, whenever possible, spend cash or use your debit card rather than a credit card for these expenses. It will help you keep in mind that you’re spending real money rather than “virtual” money that will incur real debt.
  • Avoid emotional buying – Resist the temptation to buy things as a way to improve your mood or as a way to impress others. Instead, identify some low-cost/no-cost activities that give you pleasure (like reading, watching a favorite show, etc.).

Progress begins with a Key Financial Wellness Review

Sometimes it's hard to talk about money. We try to make it easy. In a Key Financial Wellness Review, we'll talk about where you are right now and create a personalized plan to get you where you want to be.

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Content provided for informational and educational purposes only and is in no way to be construed as financial, investment, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal financial issues.