iGrad Creates First Financial Wellness Personality Assessment

iGrad/Enrich has created a first-of-its-kind financial behavior assessment, now available on its
interactive financial wellness platforms.

San Diego, CA, March 29, 2019 --(PR.com)-- Because personality type directly influences how people
handle their finances, San Diego-based financial wellness company iGrad has launched the first financial
wellness assessment to teach the “why” behind financial decision-making and recommend
personality-based positive changes. This financial behavior assessment is now available on the iGrad and
Enrich Financial Wellness Platforms.

Developed by leading financial wellness and behavioral economics experts, Your Money Personality™
incorporates a personality test that is similar to the Myers-Briggs Type Indicator® (MBTI®) by assessing
financial behaviors across a range of categories, including outlook, emotions, focus, influence and bonus.
It helps users understand each component of their money personality, including dominant traits, strengths
and challenges - an understanding that is essential to making long-term changes.

“Working within natural tendencies and traits will lead to more success when trying to change habits and
behavior,” said iGrad founder and President Rob LaBreche. “Your Money Personality helps people gain
insight into how their personality type influences everything from budgeting to saving for retirement, and
then teaches them to make better financial decisions.”

More than 30,000 people have participated in Your Money Personality since its launch in 2018. A recent
survey of nearly 650 participants revealed:

55 percent said they reduced unnecessary spending

47 percent said financial anxiety and stress has decreased

37 percent increased their savings

33 percent have increased what they are paying towards debt

22 percent established or increased their retirement savings

Your Money Personality uses Likert-type scale questions to assess financial behaviors, including
spending, saving and budgeting. After answering questions in categories including emotions, focus,
outlook and influence, users learn their financial strengths and challenges and receive specific direction
on how to work towards achieving financial wellness.

About iGrad
iGrad's Enrich Financial Wellness platform is used by more than 300 employers and financial institutions
nationwide to provide comprehensive financial wellness education and action plans to employees and

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customers. iGrad recently received the 2019 Eddy Award for Financial Wellness by Pensions &
Investments for its Enrich platform. More than 600 colleges and universities use its iGrad financial
wellness platform for college students, which is a three-time winner of Education Program of the Year
(The Institute for Financial Literacy), Best Product award for three years running (University Business
Magazine), as well as the Outstanding Consumer Information Award (Association for Financial
Counseling and Planning Education). For more information, visit http://www.enrich.org

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Contact Information:
iGrad / Enrich
Jennifer Wezensky
269-274-4071
Contact via Email
http://www.enrich.org

Online Version of Press Release:

You can read the online version of this press release at: https://www.pr.com/press-release/781156

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