Uncover Your Money Story

Understand the Past, Shape Your Financial Future

Top Takeaways

Discover the roots of your financial beliefs and behaviors.
Reframe limiting money stories into empowering narratives.
Identify one action to improve your financial confidence today.

Class Overview

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What if the key to greater financial confidence isn’t just found in your paycheck or portfolio—but in the story you’ve been telling yourself about money? In this engaging and interactive 60-minute workshop, participants will explore their personal “money story”—the deeply rooted beliefs and behaviors shaped by family, culture, and past experiences. Through a mix of guided journaling, open conversation, and reflection,...

Available Class FormatsPeople Count

Interactive Workshop

Best for employees who want to talk, connect, and engage in hands-on training.

Best for teams up to 60 people

Facilitated Learning

Best for employees who like to listen with some engagement and discussion throughout.

Best for teams up to 90 people

Class Durations

Flexible class lengths to meet your team’s needs.

60Mins
75Mins
90Mins
2Hours

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Caroline T.

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