This is how to align your financial goals

enneagram financialgoals personalitytypes Jun 16, 2020

Aligning your goals

I had to pop down to a magical Noosaville today for a medical procedure.

Thankfully it was only precautionary, but it’s always important to keep good health front of mind, in the spirit of our 4Fs model.

That is, funfitnessfinance, and…filosophy!

Today, a quick look at the potentially delicate subject of what to do if you and your partner or spouse have somewhat misaligned financial goals.

Firstly, it’s important to recognise that is neither unusual nor necessarily a bad thing.

As we show you in our Enneagram Assessment there are 9 different personality types, only 3 of which place a strong significance on money or financial goals as part of their personal frame of reference.

Seeking symbiosis

Statistically speaking, most often you’ll be a different personality type from your spouse or partner.

This can be a positive dynamic, since all personality types have potential strengths and weaknesses when it comes to money, business, careers, saving, and investing.

On the plus side, working together as a team you can benefit from a neat symbiosis, helping to balance out your respective foibles and inevitable biases.

On the other hand, this can lead to a mild (or even not-so-mild!) conflict, especially where one half of a couple is more inclined to spending or risk-taking than the other.

The most effective way to disarm any potential conflict is to develop a keener understanding of your respective personality types.

In doing so you can use the language and imagery which resonates with your spouse or partner, allowing you to move forward in setting goals and designing a lifestyle which is both inspiring and motivating for you both.

To take our free Enneagram Assessment and get free investment maps for your personality type drop me an email at:

[email protected]

I discussed these ideas a little further in the short video here

Whenever you’re ready… here are 4 ways we can help you manage your own money and go next level wealth:

  1. Boom or Bust in 2021 – 20 minute online workshop for investors

Register for my next free online training - Boom or Bust? How to change your investment plan for 2021 - book in here

  1. Subscribe to our Top 100 Podcast for Investors

 Listen in to our new podcast - The Low Rates High Returns Show - Apple Spotify , SoundCloud

  1. Join our Implementation Program

We’re putting together a new coaching case study group this month for private investors. If you’d like to get the plan, tools and timeless principles for managing your money and creating next level wealth … just send an email to [email protected] with the word “Case Study” and we'll get you more details.

  1. Work with me privately

If you’d like to work directly with me and Stephen Moriarty directly to help you map out and action your next level wealth plan… just send an email to [email protected] with the word “private”… tell me a little about your situation and what you’d like help with, and we’ll get you all the details!