Discover Your Money Personality

What This Tool Does

The Money Personality Assessment is a behavioral diagnostic that identifies your core financial decision-making patterns. It reveals how you think about risk, growth, security, and values - then shows you exactly how to leverage your strengths while protecting against your blind spots.

Who Created This

Developed by Raymond Sura, CRPC®, EA - a licensed financial advisor with decades of experience at major financial institutions including Morgan Stanley, Bank of America, TD Wealth Management, LPL Financial, and Raymond James. This tool is part of the Future Millionaire Playbook system designed specifically for professionals aged 22-29.

How It Works

You'll answer 13 scenario-based questions (no right or wrong answers). The system scores your responses across four personality dimensions, identifies your dominant type along with secondary influences, and provides a detailed analysis including: (1) Your core patterns, (2) When these patterns help you win, (3) When these patterns cause you to crash, (4) Specific danger signals to watch for, and (5) "Future Self Rules" to follow.

Your Privacy

All calculations happen in your browser. No data is sent to external servers. Your results are private and only you can see them. You can save progress locally or print reports for personal use.

Important Disclosures

• This tool provides educational information and general guidance only. It does not constitute personalized financial advice.
• Your individual circumstances may require different strategies. This tool cannot account for all personal factors.
• Personality assessments are insights, not absolute truth. Use results as one input among many in your financial planning.
• Consult with a qualified financial advisor before making significant financial decisions.
• Raymond Sura is a licensed financial professional (CRPC®, EA) but this tool does not create an advisor-client relationship.

Version Information

Version: 6.2.2
Last Updated: January 2026
Template Compliance: Calculator Template v6.2.2

Need Help?

Visit futuremillionaireplaybook.com for more resources and tools.