Architects are reliable, systematic, and thoughtful when it comes to money.

As an Architect, you are balanced when it comes to saving and spending, and typically have the resources to do both. You often have a plan, and have a propensity to stick with it.

You typically think about the future and how your decisions today will affect your long-term plans. You are not, however, obsessed with money, and as a result live a balanced life with enjoyment today and in the future.

Check out how your Architect personality comes out in the following areas:

Evaluates cost/benefit before spending
Will use debt as a tool if needed
Balanced mentality
Moderate: balanced between taking risk and security

Saves consistently
Comfortable thinking and talking about money
Plans now and for the future
Balance between supporting self and giving to others

Tips for The Architect:

Take some time to write down 2-3 short term goals and 2-3 long term goals. Does the plan you have created incorporate all of them? If not, reassess your strategy to ensure your primary and secondary goals are all considered.
Determine your “number”. How much do you need at a given point in time to be successful with reaching your goal? For instance, if you want to retire with $150k in annual income, you will need to have approximately $4m at the time you retire. Do you have a clear plan on how to get there? Starting with the end goal and working backwards will help provide clarity.
Work with a financial planner to validate your current strategy and offer ideas on how to enhance your plan through tax-efficiency, savings strategies, and account type utilization. Ideally, this should be a fee-only advisor who can provide unbiased advice (a fiduciary).