The free Compass DISC assessment provides a clear framework for understanding your unique money personality.
Discovering your money personality helps you understand your financial habits, strengths, and blind spots, empowering you to make wiser decisions and create a financial plan that truly fits your goals and values.

​

​​

​

​

​

Uncovering your personal money story, helps you recognise how past experiences shape your financial attitudes and choices today, giving you the clarity to break unhelpful patterns and build a healthier relationship with money.

​Writing “My Money Story” is a valuable tool for self-discovery, offering insight into how our past experiences, emotions, and family influences shape our current financial habits

​

​

​

The Compass 7-V Tool will help you discover your financial strengths and focus on character development which helps you leverage your natural abilities while cultivating strengths like discipline, patience, and integrity, ultimately enabling you to make sound financial decisions that align with your purpose and values.

​

​

​

​

​

The Compass 4-H Tool gives you four key concepts for financial well-being: A framework for making good financial decisions.

Heart- Four Biblical perspectives to guide your financial choices.

Health: A simple tool to reveal your current financial reality.

Habits – Five Biblical principles to help you become financially stronger

Hope: Setting faith financial goals and aligning your

finances with God’s purposes.

​

​

​

The S.W.O.T. assessment is a powerful tool for evaluating your personal financial situation by examining your Strengths, Weaknesses, Opportunities, and Threats.

Using a S.W.O.T. assessment breaks down the factors that influence your current situation. With this structured approach, you can craft a strategy to leverage your strengths, overcome weaknesses, seize opportunities, and guard against threats.

​