Yet one of the most important resources we have at our disposal can be overlooked by traditional approaches to finance: our own financial personality. We knew we had to find a way to make this personal resource available in a format that would allow people to apply new insights in the real world.
But how do you count personality?
Counting money is fairly straightforward (especially with today’s apps and tools). We wanted to bring you the same level of clarity on your financial personality as you’ve come to expect from today’s apps, and tools (not to mention your Marcus account dashboard).
That’s when we turned to The Myers-Briggs Company to bring combined experience and a toolset to help you use this most precious resource – your financial personality – to get you where you need to be.
Thinking about our personalities as resources doesn’t mean that we are machines. Instead, it’s about gaining insights into the assets that make up your financial personality, and learning how to leverage them as part of a holistic approach to your finances.