Money is
personal.
Start there.

Text equivalent of the pictured page. Checkbox choices are listed below; [blank] and [writing space] indicate places to write, not online fields.

Worksheet 1 — Your Money Beliefs Reflection

Understanding the stories you carry about money

Our financial decisions are often shaped by beliefs we did not consciously choose. This worksheet helps you gently uncover the ideas about money that have shaped your habits, emotions, and expectations over time.

There are no right or wrong answers here. Curiosity is the goal.

1. The First Things I Learned About Money

Growing up, money was described or modeled as:

• Stressful
• Scarce
• Private
• Powerful
• A source of conflict
• A tool for security
• Something to be enjoyed
• Something to be feared
• Other: [blank]

Notes or memories that stand out: [writing space]

2. Messages I Internalized

Complete any that resonate:

• “Money is [blank].”
• “People with money are [blank].”
• “If I have money, I will [blank].”
• “When I don’t have enough money, I feel [blank].”

YourMoneySelf® · Emotional Intelligence • Financial Well-Being · Page 7

Text equivalent of the pictured page. Checkbox choices are listed below; [blank] and [writing space] indicate places to write, not online fields.

Worksheet 10 — What Enough Means to Me

Define “enough” in a way that feels personal, grounded, and emotionally honest.

Many of us are taught to measure success through more - more money, more productivity, more status, more proof.

But more is not always the same thing as peace.

Without a personal definition of enough, it can be easy to keep chasing, comparing, or striving without ever feeling settled in what you’re building.

This reflection invites you to define enough in a way that feels honest, supportive, and aligned with your life.

There is no perfect answer here. Only the one that feels true right now.

Reflection Prompts

Use the space below to reflect:

• When do I feel most supported in my life?
• What needs to be present for me to feel safe, steady, and well?
• What does “enough” mean to me emotionally?
• What does “enough” mean to me financially?
• Where have I confused “more” with safety or self-worth?
• What am I afraid might happen if I stop chasing more?
• What would change if I trusted that enough can still be meaningful, abundant, and worthy?

[Writing space]

YourMoneySelf® · Emotional Intelligence • Financial Well-Being · Page 29

Text equivalent of the pictured page. Checkbox choices are listed below; [blank] and [writing space] indicate places to write, not online fields.

Worksheet 12 — Boundary Scripts Worksheet

Clear, compassionate language for money conversations

Setting boundaries around money isn’t selfish — it’s protective.

This worksheet helps you find words that feel honest, calm, and respectful, especially when emotions or expectations are involved.

You don’t need to explain, justify, or overperform your boundary.

1. Where Do You Need a Boundary?

Check all that apply:

• Family
• Friends
• Partner
• Work
• Community / Requests
• Other: [blank]

Briefly describe the situation: [writing space]

2. What Emotion Comes Up?

Notice without judging.

• Guilt
• Fear
• Pressure
• Anxiety
• Resentment
• Shame
• Obligation
• Other: [blank]

Where do you feel this in your body?

YourMoneySelf® · Emotional Intelligence • Financial Well-Being · Page 34