The Seven Money Types Moments: The Moses Type - Endurance
Today, I want to explore the fifth of the seven money types: The Moses type. The Moses type loves financial order, spreadsheets and routines. Like Moses in the Scripture, they live within guidelines and stick to the plan. Our Moses type friends believe money should be carefully organized.
Moses types believe that money should be carefully organized.
You know a Moses type or two. They love budgeting, financial planning, and their lives run with Amtrak-like scheduling. One Moses type I know has every hour of his entire week planned out - even time for having fun. We often look up to Moses types when it comes to money because they're so on top of their money. There's nothing better to a Moses type than a tight spreadsheet.
Each type has a shadow side and the shadow side for a Moses type is impatience. You don't want to mess with a Moses type's plan. After all, it was Moses' impatience with people that got him into trouble with God. They also have a tendency to mind their own money and yours as well. But, this isn't all bad...
Moses types love helping others get their finances in order. They make great financial coaches, and many wealth management advisors I've met resonate strongest with the Moses type (followed by the Joseph type).
In The Seven Money Types, I help you better understand the Moses type, its core characteristics and shadow side. I also give you tips to grow and resolve financial tension.
Understanding and embracing your money type empowers you to use money in a way that brings you joy, while being aware of your money type’s pitfalls or shadow side. This understanding can also bring about greater unity in a relationship.
For now, I want to encourage Moses types to consider doing one of the following:
- Practice minding your own money. Unless it's your job to advise on finances, rather than assuming that everyone cares what you think about money, ask them some questions, probe respectfully and listen and learn about how they view money. Learn to appreciate the beauty of other money types.
- Take a financial break. Once your financial household is in order (let's be honest, it probably is already swept clean and tidy), consider not reading or thinking or talking about money for a period of time. Ensure your bases are covered and then take a mental break. If it's not feasible to do this for a whole day (or days), try a few hours.
- Practice calmness. When someone crosses one of your well-ordered financial boundaries, before you blow a fuse, step back and practice calmness. Calmness is the middle way between apathy and anger and can be a powerful practice to correct a situation without losing credibility or simply doing nothing. Up against a financial challenge? Look for the middle way.
The bottom line about Moses types: You love financial order, budgets and spreadsheets. You make great financial coaches and you're what most people have in mind when they think about people who are "good with money." We need you to help us devise a good financial plan and help us stick to it. Be patient with us along the way.
If you’re curious about your money type, take the quiz.
The Seven Money Types is available in print, Kindle and audiobook.