You've built the career, negotiated the offers, and earned the equity. So why do some money decisions still feel heavier than they should?
Often the answer is older than your career. Long before your first paycheck, you were learning what money meant from your parents, your friends, and the headlines you grew up with. That learning is your money story, and it quietly shapes how you spend, save, invest, and decide.
This guided workbook is the same reflection I believe has to come first, before any financial plan. Because to know where you're going, you have to understand where you come from.
What's inside:
Part 1: Your Money Story, Defined. What a money story is, who wrote yours, and how it shows up in your financial life today.
Part 2: Uncovering Your Story. Guided prompts on your family, your friendships, your socioeconomic roots (your parents then versus you now), and the historical moments that shaped your beliefs.
Part 3: Now What? How to interpret what you uncovered and turn it into intentional choices about your habits, beliefs, goals, and financial education.
Grab a coffee, light a candle, and give yourself permission to go deep. What you write is for you alone.
xoxo,
Caroline
Financial planning and investment advisory services are offered through The Wealth Boutique, a registered investment advisor, DBA Tanis Financial Group. The Wealth Boutique and Tanis Financial Group are not under common ownership but owned and operated separately.