Lesson 1: Your Money Personality & Mind Map
Secondary, Unit 1: Stash101 Rollout, Lesson 1
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Money Personality Quiz Mind Map of Your Money Personality Mind Map Example

Lesson 1: Your Money Personality & Mind Map

Learning Objective:

Students will be able to explore their dominant money personality through a quiz and create a mind map reflecting on the origins and potential risks of their money personality.

Jump$tart Standard: Saving:

8-2b. Explain how a person’s personality type might affect their willingness to save or to stick to a savings plan.

12-9b. Identify strategies to manage psychological and emotional obstacles to saving. 

SEL Competency: Self-awareness


  • Print out the quiz and mind map for each student (included at the links and at the end of this document).
  • Print out or share the mind map example (included at the link and at the end of this document) on the document camera or open it up to display on the computer .
  • Read through the lesson plan.

Take the Quiz (5–10 min)

Distribute the quiz to every student.

Say: Take this quick quiz—there are no right or wrong answers. (Allow time for students to take the quiz.)

To determine your money personality, look at the sections with the most checks. Look at the top one or two categories—or sections with the most checks—to figure out your main money personality or personalities.

Take a temperature of the types of money personalities you have in your room. 

Say: Raise your hand/stomp/clap/snap your fingers if your dominant money personality is … (go through each money personality: Safety, Image, Generosity, Goal-Oriented, FOMO).

Explain Mind Map (5 min)

Pass out the mind map and reflection sheet. Display the sample mind map for students to see.

Say: Now we are going to create a mind map. I want you to draw one central circle and write your strongest money personality inside it. Then answer the following questions around the map with words, pictures, or a combination of the two.

  1. What are the advantages of your money personality?
  2. What are the disadvantages of your money personality?
  3. What is a situation in which you have seen your money personality shine through?
  4. Were you modeled this personality? (by family members, friends, situations, etc.)
  5. What messages did you get as a kid about money? (spending, saving, giving, etc.)
  6. What is your worst fear regarding money?
  7. What gets you most excited about money?
  8. What are three money goals that you have? 

Say: Keep in mind that your money personality can and probably will change throughout your life. You are not tied to one personality, and in fact, it’s good to have a balance of all of these personalities, just like multiple intelligences or strengths. You may have a dominant money personality, but that doesn’t mean you have to conform to it or blame it for the choices you make. This activity is meant to teach you a little more about yourself and help you catch yourself when you might go to one extreme or another in regards to money. 

Create Mind Map (20 min)

 Circulate and assist in helping students write or draw out their answers to the questions. Complete sentences are not necessary for the mind map—and I don’t recommend that students share their responses in a full group, because they can be very private.

Discussion (5 min) 

Say: Look at your mind map, and let’s open it up to discussion. 

  • Do you agree or disagree with your money personality? (Have a few students share out their results, if they opt to.) 
  • Why might it be helpful to know your money personality? When might it be detrimental?
  • What are the limitations to doing a quiz like this?
    (I highly recommend you talk about this last question and make sure students don’t wedge themselves into a box. Encourage them to think of this more as an awakening than a permanent or official labeling. Ask students to chew on what they learned and take in the nutrients, but not take this as an end-all-be-all).

Reflection (10 min)

Say: Your exit ticket is to answer the reflection questions. Choose three of the four questions, and please use complete sentences and put some thought into it.

(Optional) You will receive $20 in Stash101 money for completing the Mind Map and another $20 for a thoughtful reflection. 

    1. Do you agree or disagree with your money personality? Why?
    2. What did you learn about yourself in regard to money by doing this activity?
    3. Why might it be helpful to know your money personality? 
    4. What are the limitations to categorizing yourself in regard to a money personality?