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Please note by using any of the links provided for your convenience you will be leaving Fidelis Wealth Advisors website. The hyperlinks are to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. Your use of such sites is at your own risk.
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February 2026 – Fidelis Newsletter

The Fidelis Monthly Newsletter: Built With You in Mind

We know life moves fast, and financial decisions matter. That’s why we’re bringing you a monthly roundup of practical advice, market insights, reminders, and maybe just a bit of Fidelis fun to help you stay on track. We’re glad you’re here!

Financial Love Languages: Understanding You & Your Partner’s Money Mindset

A Message from Fidelis Wealth Advisors

Just as Gary Chapman identified five love languages for emotional connection, couples also have distinct “financial love languages”—the ways they express care, security, and values through money. Understanding your partner’s financial love language (and your own) can prevent conflicts and build a stronger financial future together.

In celebration of “Love Month,” we are exploring the Five Financial Love Languages. Keep reading to discover the Fidelis Team’s results and take the quiz to find yours!

The Five Financial Love Languages

1. The Security Seeker

  • Values: Emergency funds, insurance, stable investments.
  • Shows love by: Planning for the future and protecting the family.
  • Needs: Reassurance, regular financial check-ins, and solid safety nets.
  • Potential friction: May seem overly cautious or resistant to “fun” spending.

2. The Generous Giver

  • Values: Sharing wealth, gift-giving, and charitable donations.
  • Shows love by: Picking up the tab, thoughtful presents, and supporting causes.
  • Needs: Freedom to give within agreed boundaries.
  • Potential friction: May overspend on others or struggle with saying no.

3. The Experience Investor

  • Values: Travel, dining, activities, and making memories.
  • Shows love by: Planning adventures and creating special moments.
  • Needs: Budget allocation for experiences, not just bills.
  • Potential friction: May prioritize present joy over future security.

4. The Freedom Builder

  • Values: Financial independence, debt elimination, and minimal obligations.
  • Shows love by: Working toward early retirement and eliminating financial stress.
  • Needs: A clear path to financial freedom and debt payoff strategies.
  • Potential friction: May resist “good debt” or seem overly frugal.

5. The Growth Strategist

  • Values: Investing, building wealth, entrepreneurship, and career advancement.
  • Shows love by: Growing assets, creating opportunities, and taking calculated risks.
  • Needs: Resources for investment and room for strategic financial moves.
  • Potential friction: May seem too focused on numbers or willing to take uncomfortable risks.

Tips for Couples

  1. Discuss which language(s) resonate with each of you.
  2. Create a budget that honors both languages.
  3. Compromise by allocating funds to each person’s priorities.
  4. Schedule regular “money dates” to stay aligned.

QUIZ: What’s Your Financial Love Language?

Click here to take the interactive quiz!

If you prefer to browse the questions manually, they are included below:

Take the Quiz: What’s Your Financial Love Language?

1. When you receive your tax refund or a bonus, your first thought is:

  • A. Put it straight into savings or pay down debt — security first!
  • B. Treat my partner or family to something special.
  • C. Book that trip we’ve been dreaming about.
  • D. Make an extra mortgage payment or invest in index funds.
  • E. Research investment opportunities or take a career development course.

2. The idea of spending money that makes you happiest is:

  • A. Fully funded emergency fund and comprehensive insurance.
  • B. Surprising loved ones with meaningful gifts.
  • C. Concert tickets, weekend getaways, or a nice dinner out.
  • D. Anything that reduces monthly obligations or bills.
  • E. Investments that will grow over time or a side business.

3. In a relationship, you feel most loved when your partner:

  • A. Discusses long-term plans and creates backup plans with you.
  • B. Thoughtfully spends on you or supports your charitable interests.
  • C. Plans fun activities and experiences to enjoy together.
  • D. Helps eliminate debt or supports your financial independence goals.
  • E. Strategizes about wealth-building or encourages your ambitions.

4. Your biggest financial fear is:

  • A. An unexpected emergency we’re not prepared for.
  • B. Not being able to help family or give to causes I care about.
  • C. Missing out on life’s experiences while we’re young.
  • D. Being trapped in debt or dependent on others.
  • E. Missing opportunities to build wealth or grow income.

5. When making a major purchase decision, you prioritize:

  • A. Warranties, reliability, and proven track records.
  • B. How it will benefit others or bring joy to loved ones.
  • C. The memories and experiences it will create.
  • D. How quickly we can pay it off or if we can avoid it entirely.
  • E. The potential return on investment or long-term value.

6. Your ideal financial goal for the next 5 years is:

  • A. 12 months of expenses saved and zero financial worries.
  • B. Ability to be generous without guilt — giving budget established.
  • C. Travel fund for annual adventures and regular date nights.
  • D. All consumer debt eliminated and mortgage paid down significantly.
  • E. Investment portfolio doubled and passive income streams established.

Quiz Results: What Your Score Means

  • Mostly A’s: The Security Seeker – You find peace in preparation. Financial stability is about love and protection for those who matter most.
  • Mostly B’s: The Generous Giver – Your generosity is your strength. You see money as a tool for connection and impact.
  • Mostly C’s: The Experience Investor – You know life’s richest moments can’t be postponed. You invest in memories.
  • Mostly D’s: The Freedom Builder – Independence is your language. Every dollar toward freedom is a gift to your future self.
  • Mostly E’s: The Growth Strategist – You see money as potential energy for creating opportunities and security.

Mixed Results?

Most people have a primary and a secondary language. If you have a Three-Way Tie, you are a Balanced Optimist. You see money as a tool for present joy, future potential, and meaningful relationships simultaneously.

The Fidelis Team Results

Knowing your advisor’s love language is just as important as them knowing yours! Here is how our team scored:

Team MemberFinancial Love Language
RileeThe Experience Investor
KarleyThe Security Seeker
TravisThe Security Seeker
JohnThe Experience Investor
SamBalanced Optimist
TinaThe Experience Investor

Want to discuss YOUR results?

Understanding your “language” is the first step; aligning it with your financial plan is the next. If you find it hard to navigate these conversations with your partner, that is exactly what your financial advisor is here for.

Need to talk about your results? Feel free to book an appointment.

This content is for informational purposes only and does not constitute investment advice. Fidelis Wealth Advisors is a registered investment adviser; registration does not imply any specific level of skill or training.

Related Posts

John Van Sant

Linkedin-in

PROFESSIONAL
John Van Sant began his career in wealth management in 2005 and has spent more than 20 years in leadership roles focused on operational excellence, strategic growth, and advisor support. Prior to joining Fidelis, John served as President and CFO at Cascade Financial Management and as OSJ Principal with LPL and Apollon Financial.

As COO and CCO at Fidelis, John draws on deep industry experience and a passion for building advisor-focused platforms, systems, and processes that help deliver an
exceptional client experience. He currently holds Series 7, 24, 28, and 65 licenses.

PERSONAL
John holds a bachelor’s degree in international business from Johnson & Wales University. A proud husband and father of two daughters, he is an avid golfer, dedicated “Dance Dad,” and enjoys beach days in Mount Pleasant, South Carolina, where he now resides after many years in Colorado.

Karley Fidani, CPFA®

PROFESSIONAL

Before joining Fidelis Wealth Advisors in 2022, Karley ran several local businesses, selling products both in the Castle Rock area and online. Her passion for entrepreneurship and finance led her to earn a degree in Financial Management from the University of Colorado Denver.

At Fidelis, Karley has specialized in assisting small business clients with their employer 401(k) plans. She has also taken on client-facing roles as advisor and paraplanner. Karley holds her Series 65 license and is a NAPA Certified Plan Fiduciary Advisor (CPFA®). She plans to pursue the Certified Financial Planner® designation in the near future.

Karley is passionate about building relationships with clients and is dedicated to providing a thoughtful, valuable experience that brings them peace of mind.

PERSONAL

A Colorado native, Karley grew up in Castle Rock. She enjoys spending her free time riding her horse, Dante, hiking and mountain biking with her husband, and playing electric guitar.

Rilee Erickson

PROFESSIONAL

Rilee began working in the financial services industry in 2017 as an associate specializing in property and casualty insurance, as well as life insurance.  Since joining Fidelis Wealth Advisors she has taken on a paraplanner roll, providing life insurance support, as well as client and operations support. She also hopes to obtain her own Certified Financial Planner® designation in the years to come. Rilee’s passion in the industry is helping people protect their family and their future.

 

PERSONAL

Rilee graduated from the University of Wyoming with a Bachelor of Science in Agribusiness and Horticulture Science. She is a Wyoming native, growing up on the family cattle ranch in Lander, Wyoming, and now resides in Green River, Wyoming with her husband and two boys. Rilee enjoys spending a lot of time outdoors and exploring the beautiful and rugged Wind River Range.

Tina Jessick

PROFESSIONAL
Tina first began her accounting career in 2019 as an Intern at an accounting firm in Wichita, KS. She started working at Fidelis Wealth Advisors as an Administrative Assistant spring of 2025. Tina hopes to assist in helping clients achieve their financial goals long-term and looks forward to making a difference at Fidelis Wealth Advisors.

PERSONAL
Tina is currently attending Wichita State University in pursuit of two degrees in Finance and Accounting. She is a Kansas native, growing up in city known as the “Air Capital of the World”. She now resides in Castle Rock, Colorado with her husband and three kids. When she’s not running after her kids, she enjoys hiking, crafting, pottery, dance and baking.

RIA Innovations

Fidelis Wealth Advisors has a strategic partnership with RIA Innovations, a Division of NWAM, LLC. RIA Innovations provides administrative support services for registered investment advisors nationwide. This service is under the direction of Nelly Mubashi, the Chief Operating Officer.

 

NWAM, LLC, dba Northwest Asset Management & RIA Innovations is an SEC registered investment adviser. NWAM, LLC dba Northwest Asset Management & RIA Innovations and Fidelis Wealth Advisors, LLC are not affiliated companies.