Free & takes 10-15 minutes
This Money StoryTypes™ assessment is a powerful and immersive tool. We recommend you set aside 10-15 minutes to complete the full assessment.
Identify Your Money StoryTypes™
Find out what beliefs you have around money and what your relationship with money means.
Detailed PDF report
Information and advice about your Money StoryTypes™ as well as practical and emotional tips.
Created by Catherine Morgan
Money StoryTypes™ was created by Catherine Morgan as a tool to start engaging and insightful conversations with clients about their relationship with money.
“The way we treat money is a reflection of the way we treat ourselves.”
- Featured in Business Leader’s ‘Top 32 female entrepreneurs to look out for’
- Author of Amazon’s number one best-seller ‘It’s not about the money’
- International speaker on financial wellbeing
- Host of the top 1% global podcast ‘In her financial shoes’
Catherine’s mission is to reduce financial anxiety and increase financial resilience for one million people worldwide, empowering them to be independent, not co-dependent with money.
Discover your Money StoryTypes™ and what it means to you, based on 5 archetypes:
A spontaneous spender or decision maker who makes most financial decisions based on feelings of impulse and is comfortable taking risks by living in the present moment.
A supporter who views money as a tool to help others and do good in the world, focusing on serving others above all else resulting in over giving patterns.
A natural planner who enjoys gathering all of the information necessary to make calculated financial decisions by seeks safety by focusing primarily on the future.
A person who prefers not to get into the finer details of finances and prefers to pass the responsibility of decision making to others and instead prefers to focus on living in the present moment.
A person who has a future-focused mindset who believes that there will always be opportunities to make more money, dislikes the finer details of budgeting and numbers by instead directing their attention and energy on the opportunities that money provides.