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Financial Identity Profiler

Why It Matters

Money behavior starts long before the math.
Every choice — whether you save, spend, or scroll past —
is powered by an internal story about what money means to you.
Most people never stop to question that story.
That’s why knowledge fades, but habits stick.
The Financial Identity Profiler exposes the story.
It turns invisible scripts into visible insight —
so you can start building smarter, braver habits that actually last.

Why It Matters

Money behavior starts long before the math. Every choice — whether you save, spend, or scroll past — is powered by an internal story about what money means to you. Most people never stop to question that story.

That’s why knowledge fades, but habits stick. The Financial Identity Profiler exposes the story. It turns invisible scripts into visible insight — so you can start building smarter, braver habits that actually last.

Before You Begin

This isn’t a quiz. It’s a mirror.
There are no right or wrong answers — just patterns worth noticing.

Take it once before you start the SMARTER. RICHER. BRAVER. journey.
Take it again after Level 3 to see how your financial identity has evolved.

Before You Begin

This isn’t a quiz. It’s a mirror. There are no right or wrong answers — just patterns worth noticing.

Take it once before you start the SMARTER. RICHER. BRAVER. journey. Take it again after Level 3 to see how your financial identity has evolved.


How It Works

  • Answer Honestly
    Two minutes. No math. Just reflection.
  • See Your Profile
    Instant results show your current financial identity type — with insights that feel uncannily accurate.
  • Watch It Shift
    As you move through the SRB app, retake the FIP to see your mindset — and decisions — evolve.

“The Financial Identity Profile doesn’t grade you — it grounds you.”


How It Works

  • Answer Honestly
    Two minutes. No math. Just reflection.
  • See Your Profile
    Instant results show your current financial identity type — with insights that feel uncannily accurate.
  • Watch It Shift
    As you move through the SRB app, retake the FIP to see your mindset — and decisions — evolve.

“The Financial Identity Profile doesn’t grade you — it grounds you.”

Who Are You With Money?

Everyone has a financial identity — a pattern behind how they earn, spend, and decide.
Your profile reveals which archetype you align with right now — and what that means for how you grow.
The results might surprise you.


Who Are You With Money?

Everyone has a financial identity — a pattern behind how they earn, spend, and decide. Your profile reveals which archetype you align with right now — and what that means for how you grow. The results might surprise you.



Built on Behavioral Science

This isn’t another personality quiz dressed up as insight.
The Financial Identity Profile is grounded in six years of classroom data, behavioral economics, and identity-based learning — the same research behind the SMARTER. RICHER. BRAVER. app.

Every question, every archetype, every reflection is designed to reveal not what you know about money, but how you think about it — and why that matters.

Because lasting change doesn’t start with information.
It starts with identity.
That’s why this profile comes first.

— Marilyn Pinto, Founder, KFI Global


Built on Behavioral Science

This isn’t another personality quiz dressed up as insight. The Financial Identity Profile is grounded in six years of classroom data, behavioral economics, and identity-based learning — the same research behind the SMARTER. RICHER. BRAVER. app.

Every question, every archetype, every reflection is designed to reveal not what you know about money, but how you think about it — and why that matters.

Because lasting change doesn’t start with information. It starts with identity. That’s why this profile comes first.

— Marilyn Pinto, Founder, KFI Global

Start with awareness.
End with transformation.

Discover your Financial Identity archetype —
and see who you’re becoming with money.


Start with awareness.
End with transformation.

Discover your Financial Identity archetype —
and see who you’re becoming with money.


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