Customers have recently reported fraudulent phone calls pretending to be Traditions Bank, in which customers are being asked to provide card numbers and other personal information. As a reminder, neither Traditions Bank nor any other financial institution will ask for your complete card information when verifying fraud on your Traditions Bank account.
What is your unique financial personality?
The Financial Personality Indicator takes just minutes of your time but can provide insight into a lifetime of financial beliefs and habits. Understanding your unique financial personality will help you become more confident in the way you relate to money.
Traditions Bank has developed a series of questions that are designed to help start a conversation about money. The “Financial Personality Indicator” is not meant to label you or put you in a box. It is meant to give you insight into why you make the financial decisions you do, and what money means to you.
Through a personal financial coaching session with a Traditions Bank professional, we will review your Financial Personality and financial preparedness in a collaborative conversation to explore your financial goals and action steps.
In the meantime, see if you can identify with one of the four Financial Personality Profiles.