Entrepreneur: High-income earners who are driven by a passion for their work. They are comfortable with taking risks and fond of playing the stock market.
Safety player: Individuals with average incomes who prefer safe investments. They are extremely cautious and distrustful of the stock market.
Money master: Self-confident and willing to take advice from financial planners. They are often able to accumulate money quickly, regardless of their income levels.
Producer: Have a profoundly strong work ethic, but have trouble with investing. They tend to have lower incomes but are altruistic.
Hunter: Highly educated with well-paying jobs, they tend to be impulsive in their investing decisions. Often attribute financial success to luck rather than sound planning.
High roller: Thrill-seekers who enjoy the challenges of investing. Prefer investments that stimulate them over those that bring financial security.
Optimist: Focused on achieving peace of mind, and willing to leave the decisionmaking to their financial planners.
Achiever: Usually married college graduates, they value hard work and diligence. They are conservative in their investments but proud of their accomplishments.
Perfectionist: They tend to be highly analytical but so concerned about making a mistake that they avoid making financial decisions.