You are the Shepherd

You Strive to Be Attentive and Kind in All That You Do

You tend to the flock and often base your financial decisions on helping others. Frequently one to follow the path of least resistance, you would rather make no decision than the wrong one. You are noble and kind, but, despite your best efforts, often find yourself at the mercy of the people and situations that surround you. Be careful, as your altruism may prevent you from seizing on golden opportunities. When it comes to long-term decisions, pay attention and don’t be afraid to put yourself first.

Your Strengths

  • Generous: You are always willing to help a friend or family member in need.
  • Adaptive: When it comes to compromise, you’re a pro – especially when it will benefit others.
  • Empathetic: You approach your life, and your money, with emotion and care.

Your Weaknesses

  • Martyr complex: When hard times come, it’s easy to assume that you’re somehow the victim.
  • Anxiety-prone: Even when life is great, it is sometimes hard not to worry about what’s next.
  • Naïve: Your willingness to please often causes you to make decisions without all of the data.

Take a Few Steps in the Right Direction

  • Embrace your intellect – Money management may seem like a scary responsibility, but it’s really not that hard. You’re smart and insightful; trust your abilities.
  • Find a trusted advisor – Seek out a financial advisor (in-person or from well-respected online sources) and regularly go to them to keep yourself informed. This will help you build confidence in your ability to make smart choices.
  • Don’t second-guess yourself – It’s your money and your financial future. If you’ve gone to the trouble of doing some research on your own, you’ll make better decisions about your finances than anyone else could. Don’t let self-doubt or the opinions of others override your own research and instincts.

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.