Here is your Money Mindset Questionnaire!

Take the time to fill out this money legacy questionnaire. It’s worth it to learn your heritage narratives around money.

You’ll find out that many of your most deeply held beliefs are not, in fact, truly your own. Like holiday traditions passed down from generation to generation, they are familiar and comforting but not inviolable truths.

You can change your money beliefs if you want.

That’s the biggest gift you can give yourself. Shed what doesn’t serve you, embrace that which does.