How to Discover Your Money Story

Just as we might share strategies for reaching career or personal goals, your Money Story journey does not have to start in isolation. In fact, I'd recommend doing this work with your family, your friends or any professional networks you belong to. This is a way to connect with each other and put to words your memories, mindset, milestones and aspirations when it comes to money.

Start by sharing your earliest memories of money, and how those play into your approach today. Think about money milestones throughout your life, and how your mindset toward money has evolved over the years. These conversations are not meant to be a measure of worth. Rather, it's an opportunity to bring the power of connection into our financial lives and build our connections as a community. I recently started hosting Money Stories workshops to guide groups through these conversations, and it's been incredible to witness the "a-ha" moments that can happen when you carve out space to reflect on your money narrative and share it with others.

Our Money Stories are diverse and unique to each of us. That's the beauty of it all, and that is what will make your financial journey more enriching because you have an understanding of why you want the things you want, and what drives you to achieve your goals. This knowledge can ensure that you instill these skills and learnings into your own family, so that the next generation will have a healthy and confident relationship with money.