Money Motivation / Personal Financial Values

What does money mean to you?

Most financial plans fail not because of bad math, but because they're built around someone else's motivation. This assessment helps uncover yours — so your plan can actually reflect what drives you.

10 questions· about 3 minutes· your answers stay private

How it works

For each question, select the one answer that resonates most instinctively — not the "right" answer, but your honest, gut-level response. There are no wrong choices. Your results will be revealed once all 10 questions are complete.

QUESTION 1 OF 10 10 questions remaining

Almost there

Where should we send your results?

Enter your name and email to reveal your Money Motivation type. We'll send you a personalized copy of your results — branded and built around your specific motivator.

Your name

Email address

Please enter your name and a valid email address.

Your information is kept private and never sold. DecisionPoint Financial uses this only to send your results and, with your permission, to follow up about your financial plan.

Your results

here's how your answers break down.

Each answer maps to one of four motivation types — Security, Love, Freedom, or Influence.

□

Security

0/ 10

◯

Love

0/ 10

△

Freedom

0/ 10

◎

Influence

0/ 10

Your primary motivator

–.

Reflection prompts

Now that you know — sit with these.

There are no right answers. Just honest ones. We'll come back to these together.

Prompt 1

Does your current financial plan reflect your primary motivation — or someone else's?

Prompt 2

Where do you feel the biggest gap between where you are financially and what your motivation calls for?

Prompt 3

If your primary motivation were fully expressed in your financial life, what would be different?

What's next

Take it somewhere.

Send a summary to yourself, your spouse, or your advisor — or have the conversation with us directly.

Share your results

Send a results email.

A personalized, branded copy of your results — built around your specific motivator. Add recipients and hit send.

Sent via DecisionPoint Financial. No data stored beyond your results.

Talk it through

Bring this into a real conversation.

A 30-minute introductory call with a DP advisor — we'll talk through your motivation type and how a financial plan can actually reflect it.

Schedule a call Learn more about DecisionPoint →