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mindset segmentation

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The 4 money <strong>mindset</strong>s<br />

EXPlorers<br />

33/41<br />

In this <strong>mindset</strong>,<br />

people define<br />

success by saving<br />

money and making<br />

trade offs so they can<br />

be happy and live<br />

comfortably.<br />

EXPlorers<br />

GENDER<br />

Even spread<br />

“I want to keep my<br />

future open”<br />

AGE<br />

Even spread<br />

HOUSEHOLD TYPE<br />

Skews with family<br />

INCOME<br />

Skews higher<br />

Key beliefs<br />

• Rules and too much structure inhibit a well cultivated intuition;<br />

• Quality of life defines success;<br />

• Financial needs must be balanced with my other needs;<br />

• Financial independence means they can do what they want in the future;<br />

• Everything will ultimately be okay, so there’s no need to feel anxious.

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