Take a moment and jot down the first five words that pop into your head when you think about money…
This simple exercise can help my clients uncover what money really means to them.
This helps them identify where these beliefs come from, like past experiences, family values, etc.
This opens the door to exploring why they make the financial choices they do. There might be hidden beliefs holding them back from reaching their goals.
The next question I ask them is, what thoughts around money might not be serving you well?
This exercise helps them reconnect and redefine what financial success truly looks like for them.
I’m a good referral for the couple who are struggling with making progress on their financial goals. Connect us and I can help them dig deeper into what’s holding them back.
Tom Wallace - Wallace Financial Coaching