What Kind of Wealth Builder Are You?
Discover Your Money Personality — And Use It to Build Real Wealth (Together)
It’s free, it’s fast, and it gives you real insight.
Most High Earners Don't Struggle With Knowing What to Do.
You already know the basics—maximize your RRSPs and TFSAs, live below your means, save consistently. The real challenge is doing it consistently, strategically, and with a knowing confidence that your money is working as hard as you are.
How we relate to money is shaped by hidden patterns—habits we don’t always see. Often building wealth effectively is about alignment—between how you think, what you value, and how your financial plan actually plays out day-to-day.
If you’ve ever thought, “There must be a smarter way to use what I already have…” you’re probably right.
Let’s get started:
Meet the 5 Wealth Builder Types. These are based on real people, real stories, and real behavior patterns. Each has strengths, blind spots—and a unique path to grow wealth.
The Cautious Steward
“I need to feel safe first.”
How they show up: Strong disciplined savers, risk-averse, cash-buffer lovers.
Struggle: Avoid investing. Fear of making mistakes holds back growth.
Power Move: Start small with automation. Build trust with consistent processes over time.
The Freedom Seeker
“I want to live life on my terms.”
How they show up: Entrepreneurial, spontaneous, hates budgeting, craves freedom.
Struggle: Income swings, inconsistent approach to money, vague planning.
Power Move: Create flexible financial flows. Automate basics to give yourself options.
The Generous Provider
“If I have it, I’ll share it.”
How they show up: Gives freely to loved ones, focused on loyalty, care and community.
Struggle: Blurred boundaries, resentment, overspending, and tensions with partner.
Power Move: Set a generosity fund with clear limits. Say yes without self-sacrifice.
The Confident Optimizer
“There’s always a smarter way.”
How they show up: Researcher, spreadsheet lover, system hacker.
Struggle: Paralysis by analysis.
Power Move: Commit to “good enough” action. Automate 80%, then test and refine.
The Reluctant Avoider
“I’ll deal with it later.”
How they show up: Focused on what matters most right now. Typically overwhelmed, anxious.
Struggle: Missed deadlines, shame, disorganization and procrastination.
Power Move: Create tiny, small wins. Celebrate progress, ask for support to stay on track.
Why This Matters
You don’t need another budgeting app. You need deeper clarity—about how you relate to money. Because once you understand your financial instincts, everything shifts:
Productive Conversations
Heartfelt conversations with your partner become easier and more productive.
Grow in Confidence
Your financial plan feels right because it’s built on your natural strengths.
Find Clear Steps
Clear, purposeful steps toward your next money goal emerge naturally.
What Clients Are Saying
"For the first time, we talked about money—and actually understood each other. It shifted the conversation from blame to connection. We left feeling more like a team."
"I thought it was just a quiz… but it showed me patterns I didn’t even realize were holding me back. Now I see how my behavior impacts my choices—and I actually feel in control."
"I’ve read books, used apps, but nothing clicked like this did. It gave me insight and a path forward, without the overwhelm."
Designed for Smart, High-Achieving People Who Want to Feel Aligned With Their Money
This tool was made for professionals, entrepreneurs, and couples who are doing well—but sense there’s a better way to build, plan, and grow. It’s built on years of real-life financial insight, grounded in behavioral science, and crafted to deliver real ah-ha’s and impact.
Nothing matters until your financial thinking aligns with your actions. Then, everything gets easier.
How It Works
Get the Wealth Builder Profiles
Start by downloading our overview of the 5 Wealth Builder Types. You’ll get instant access via email to see where you fit.
Want to Go Deeper?
Book a free consultation. We’ll send a personalized 20-page strategy guide tailored to your Type with key habits & blind spots.
Share It
This guide makes it easy to align with your partner or advisor, so your next financial move is well considered by all.
Ready to Discover What’s Really Driving Your Financial Choices?
You’ve worked too hard to build your income. Now let’s align how you build wealth. Get the free guide to see if you're working with your financial instincts—or fighting against them.