One Size Does Not Fit All: Personality and Finances

by equity design

Working in the realm of financial and personal health and being so passionate about helping our community live with balance and hope, it is important that we stay up on the many popular financial systems on the market today. If it’s in print, chances are one of us has read it. And yes, a one-size-fits-all financial process can be very effective. One reason for its effectiveness is because it asks for very little discernment from the consumer.  The consumer is given something like “six steps to financial paradise”, the steps are static and the consumer is given the opportunity to buy-in or not.  Simple.  And such a system is extremely scalable, allowing for thousands and even millions of consumers to participate with very little additional work by the system’s leaders. One of the frustrating things about such a macro-system is that, out of necessity because of its size, it must treat every consumer the same, assuming that they have similar to identical motivation patterns.  We all know that this is not the case, but we also understand that complications (like the endless spectrum of human personality) would grind such a macro-system to a halt. It is for this reason that we have tried to receive each coaching client for the unique and beautiful person that they are and in turn adapt their plan for holistic financial health based on their unique story and personality.  It goes almost without saying that an extrovert is motivated by different structures than an introvert or that an emotive-decision-maker is wired differently than a cognitive-decision-maker. Our encouragement to you:   Remember who you are.  It is only then that we can begin to remove the incongruence from your life.

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You’re currently reading “One Size Does Not Fit All: Personality and Finances,” an entry on Equity Design.

Author:
equity design
Published:
2pm on 02/06/09
Category:
Coaching, Financial Health

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