Take care of your money so it can take care of you.
How It Works
Our financial health is like our physical or mental health -- we know how important it is, and that it requires ongoing attention and intention. Yet, what it means to be financially healthy or "money fit" can be subjective and a measure of more than how much money we have.
In under 3 minutes, you'll assess where you stand around earning, saving, giving, investing, and security. No gimmicks, no number crunching, just some simple yes/no questions to set you off on your financial clarity journey!
When done, you'll receive results with recommendations for taking action that leverages Positive Money Principle and Practices.
Benefits
Why It’s Worth It
We each have a unique relationship with money. What we think and how we behave in different dimensions of our financial lives can vary and lead to judgment and shame. When we gain clarity on what this looks like in how we manage money coming in or out of our lives, we're better equipped to take positive action where it matters most.
Understanding Leads to Positive Change
- Doing "all the things" in our financial lives can feel overwhelming and ineffective. When we understand where we struggle the most, we can more effectively make changes that count.
- Gaining insight into which dimension of our financial lives is most or least challenging offers a path toward resolution and positive change.
Positive Change Leads to Powerful Legacies
- Taking positive action in even just one area of your financial life will impact all areas because you're addressing the underlying beliefs and behaviors that drive results.
- When you prioritize financial health and well being, you're not just taking care of your money, you're modeling a way of being with money that carries forward.