She Strengthens

Unlocking Your Financial Potential: A Personalized Approach

The Enneagram, a system of personality typing, has taken the world by storm. By understanding your Enneagram type, you can gain valuable insights into your motivations, fears, and desires, which can, in turn, help you develop a more effective approach to managing your finances.

The Reformer (Type 1): Perfectionists

Reformers are driven by a need for structure and a desire to do good. When it comes to money, they tend to be responsible and traditional in their approach. To optimize their financial growth, Reformers should consider working with a financial advisor, creating a budget tracker, and setting aside funds for recreational activities.

2020 Goal: Join a financial literacy club to connect with like-minded individuals and develop a more nuanced understanding of personal finance.

The Helper (Type 2): Caretakers

Helpers are motivated by a desire to be loved and needed. They often approach money with altruism, but can struggle with emotional spending. To overcome this, Helpers should focus on creating external accountability, examining their emotional intelligence, and using safe-to-spend apps to track their expenses.

2020 Goal: Find a financial buddy to share goals and challenges with, promoting mutual support and encouragement.

The Achiever (Type 3): Goal-Diggers

Achievers are driven by a need to succeed and be valuable. They tend to set SMART goals and prioritize financial milestones. To take their finances to the next level, Achievers should leverage technology, such as investing apps, and focus on building multiple income streams.

2020 Goal: Start a financial blog or write for an established publication, combining self-reflection with external-facing ambition.

The Individualist (Type 4): Tortured Romantics

Individualists are motivated by a desire for authenticity and self-expression. They often approach money with a sense of wonder and creativity. To optimize their finances, Individualists should focus on tailored goal-setting, exploring side hustles, and cultivating a growth mindset.

2020 Goal: Turn a passion into a side hustle, such as renting out a unique space or offering creative services.

The Investigator (Type 5): Researchers

Investigators are driven by a need for knowledge and competence. They tend to approach money with a research-oriented mindset. To take their finances to the next level, Investigators should focus on gamification, such as finding the best cash-back credit cards, and tying rewards to bucket list items.

2020 Goal: Research and open the best rewards credit card for their lifestyle, using it to fuel personal growth and exploration.

The Loyalist (Type 6): Safety-First

Loyalists are motivated by a need for security and stability. They tend to approach money with caution and practicality. To optimize their finances, Loyalists should focus on high-yield savings accounts, long-term investments, and set-and-forget apps.

2020 Goal: Set up a system for automating finances, reducing anxiety and increasing peace of mind.

The Enthusiast (Type 7): Life of the Party

Enthusiasts are driven by a desire for joy and euphoria. They tend to approach money with optimism and spontaneity. To take their finances to the next level, Enthusiasts should focus on bargaining with themselves, introducing variety and adventure without breaking the bank.

2020 Goal: Introduce no-spend days or weeks, encouraging creativity and resourcefulness in daily life.

The Challenger (Type 8): Headstrong Leaders

Challengers are motivated by a need for control and protection. They tend to approach money with confidence and determination. To optimize their finances, Challengers should focus on listening to others’ stories, reading about personal finance, and developing a growth mindset.

2020 Goal: Sell and buy items through third-party apps, leveraging negotiation skills and entrepreneurial spirit.

The Peacemaker (Type 9): Gentle Devils

Peacemakers are driven by a desire for harmony and peace of mind. They tend to approach money with kindness and agreeability. To take their finances to the next level, Peacemakers should focus on auto-pay bills, auto-drafts, and creating a financial vision board.

2020 Goal: Share financial goals with a trusted friend and develop a collaborative approach to achieving them.

By understanding your Enneagram type and tailoring your financial approach accordingly, you can unlock your full potential and achieve greater financial success. Remember, this is not a one-size-fits-all solution, but rather a personalized guide to help you develop healthy habits and achieve your financial goals.