ON TAKING THE FIRST STEP TOWARD UNDERSTANDING
YOUR RELATIONSHIP WITH MONEY.
You are about to discover your best self through the science of your Money Personalities. Our research proves that when you discover, understand, and develop the strengths of your two Money Personalities, the effect on you and your relationships is transformational.
When you lead with your Flyer/Security Seeker Model you are able to have more impact, self assurance, and confidence.
The key is to not change who you are, but rather to accept it, love it, and grow it! Again, welcome. Let’s dive into learning how to be the best you, that you can be!
NOW LET’S PIECE EM’ TOGETHER
You’re Primarily A Flyer
AS A FLYER, YOUR OUTLOOK ON LIFE CAN BE SUMMARIZED BY “KEEP IT SIMPLE.”
The Flyer is perhaps the most unusual of the personalities, in that the personality has very little to do with money. Flyers don’t think about money – at all. They’re not anxious about it; they’re not consumed by it. They have absolutely no emotional response to it.
AS A FLYER:
You are happy to step back and let someone else manage your money.
CHALLENGES FLYERS MAY COME ACROSS:
You are poor at planning and can be reactionary to events.
HOW FLYERS MAKE MONEY DECISIONS:
You focus on what is going to benefit the relationship. The expense doesn’t matter as long as it builds up the relationship.
HOW FLYERS MAKE LIFE DECISIONS:
You are largely content with what you have, so you aren’t swayed by the thrill of the spend, but rather what you get out of it.
You are focused on relationships more than money. You make money and use it, but you don’t think about it much at the end of the day.
Flyer Tip: Try signing up for a budget management service, like Simplifi by Quicken. This will help you work to keep better track of your money, but with minimal effort involved!
- OF PEOPLE THAT HAVE TAKEN THE ASSESSMENT HAVE A PRIMARY FLYER PERSONALITY.
Your Secondary Is Security Seeker
AS A SECURITY SEEKER, YOUR OUTLOOK ON LIFE CAN BE SUMMARIZED AS “BETTER SAFE THAN SORRY.” YOU MAKE THINGS HAPPEN BY PLANNING FOR THE FUTURE AND YOU ARE OFTEN WELL-PREPARED.
Security Seekers like to know the future is settled and safe. They are all about planning,
consistency, and clear expectations. They love a sense of order and predictability.
AS A SECURITY SEEKER:
Investigate things thoroughly.
CHALLENGES SECURITY SEEKERS MAY COME ACROSS:
Fear blinding you to potential benefits.
HOW SECURITY SEEKERS MAKE MONEY DECISIONS:
Being trustworthy with your finances.
HOW SECURITY SEEKERS MAKE LIFE DECISIONS:
Confirming there is a plan to spend the money wisely.
SECURITY SEEKER OVERVIEW:
You like to investigate your spending options thoroughly and need to know the money is spent wisely. Additionally, you sacrifice today to put money away for tomorrow.
- OF PEOPLE THAT HAVE TAKEN THE ASSESSMENT HAVE A SECONDARY SECURITY SEEKER PERSONALITY.
Being a Flyer/Security Seeker can be tough. You have frequent internal money conflict. One side of your brain is saying “Relationship, Relationship, Relationship”, and the other side of your brain is saying “Security, Security, Security.” You are not alone. There are many other people who have this same Money Personality combination. Here is a scenario you may come up against:
You are going on vacation with a group of friends. Everyone is flying in from different parts of the country. You just can’t wait. Your Flyer is pumped about spending time with friends you haven’t seen in ages. You can’t think of anything better. Then your Security Seeker sets in and you start planning away. What restaurants will you go to and what sites will you see? You have it all planned out. Upon arrival, your friends start suggesting things to do that are nowhere close to what you had planned. This makes you very nervous and upset, and creates a lot of conflict in your head. On one hand, you want to please your friends, (Flyer) but on the other, you want a definite plan in place (Security Seeker). The conflict remains throughout your whole trip.
YOU HAVE AN
But, what is that? An Opposite Dynamic is the internal conflict so many of us face when our two Money Personalities CLASH.
THE MONEY PERSONALITIES ARE SPLIT INTO TWO CLASSIFICATIONS:
Make serious money decisons, often have anxiety over purchases, and see money as the end itself (not a means to an end).
More likely to make impulsive money decisions, don’t often have anxiety over spending, and view money as a means to an end.
Your Core Characteristics
Basically content with your life: A Flyer could be dirt poor and not be bothered. As long as a Flyer is making their own decisions they’re happy.
Big on relationships: Relationships and connections are pretty much the largest area in their lives.
Happy to let someone else take care of their finances: This can come in handy if your significant other has a different money personality.
Not motivated by money: Flying by the seat of their pants, Flyers live the life they want.
SECURITY SEEKER SIDE:
An investigator: A Security Seeker would never invest in a piece of property they’ve never seen. In fact, a Security Seeker wouldn’t need to just see the property; they’d need to have the soil tested for toxicity, look into all the zoning restrictions, and get a detailed prospectus from the developer and a resume from every other investor.
Trustworthy: Security Seekers rarely put their futures on the line. That means they aren’t likely to spend this month’s mortgage on a car or tap into their college fund to join a multilevel marketing company.
Willing to sacrifice: A Security Seeker would rather do without tomorrow. Security Seekers won’t spend money until they know they’ve got enough to pay bills, contribute to their retirement, and cover any other obligations they’ve set up.
Prepared for anything: Security Seekers are never caught without a plan. The Security Seeker rarely ends up in a crisis (at least not real ones- that 5% stock market dip can feel like a crisis to the Security Seeker), which means the rest of the family can rest easier.
Reactionary: Due to not looking at/paying attention to their finances, when they finally do, they often make decisions based on fear – not good advice.
Lacking the skills needed to solve money problems: When money problems occur, the flyer wants to find a solution. However, the lack of knowledge is a hindrance.
Disorganized: Flyers aren’t always disorganized, but when it comes to money… they are.
SECURITY SEEKER SIDE:
Be overly negative: Security Seekers get nervous about risk, so they often say no to every idea that comes along. The Security Seeker can become controlling – using this veto power to keep their spouse from exploring their own dream.
Get stuck in a research rut: We call this tendency “paralysis by analysis.” In other words, Security Seekers can get so caught up in avoiding buyer’s remorse or making sure an opportunity is foolproof that they never act.
Stifle creativity: This challenge doesn’t just affect other people in the Security Seeker’s life; it affects the Security Seeker, too. Over time, that need for security can be so all consuming that they stop looking at the possibilities and stick with certainties – and that can be a very subtle form of control.
In A Relationship
Flyers can make great spouses because they are fairly easygoing about money issues. They aren’t going to be controlling or uptight about finances. The challenge for Flyers is to stay involved and invested in the family financial picture.
The Security Seeker can be a great spouse because their careful planning and steady approach to money can help couples avoid disaster. The challenge for the Security Seeker is to resist making decisions out of fear and to know how much financial security is enough.