What's Your Money Story?
Your relationship with money is about more than numbers—it’s a story shaped by your past, your habits, your strengths, and your goals. At JW Financial Guidance, we offer personalized financial psychology services to help you explore your unique money story and create a roadmap to financial well-being.
All engagements begin with our 5-Meeting Financial Psychology Framework, where we’ll guide you on a transformative journey to deepen your understanding of your financial behaviors and build the tools to thrive.
Meeting 1 |
Uncover Your Money Values
We start by exploring your financial values. What do you do or think, oftentimes without even knowing you're doing or thinking it? By uncovering these, we’ll lay the foundation for growth and empowerment in your financial life.
Meeting 2
Discover Your Money Strengths
Understanding values allows us to discover and define your money strengths - your natural superpower with regards to money. What are your innate skills, habits, or attitudes that serve you well? By identifying these, we’ll best understand how to establish behaviors and habits to improve your financial wellbeing.
Meeting 3
Explore Your Money History
Your financial past is rooted in your family and friends. Together, we’ll explore your family and friends' money styles and how they influence your habits and financial wellbeing.
Meeting 4
Reflect on Your Money History
Your financial past holds the key to understanding your current habits. Together, we’ll unpack your early experiences, family influences, and pivotal money moments to uncover patterns and beliefs that shape your decisions today.
Meeting 5
Define Your Money Goals
Using the insights from your strengths and history, we’ll craft personalized financial goals aligned with your values. Whether it’s saving for the future, paying down debt, or building wealth, we’ll establish SMART (Specific, Measurable, Achievable, Relevant, Time-Bound) goals you can confidently pursue.
Why Chose JW Financial Guidance?
Personalized Guidance: Our sessions are tailored to your unique needs and experiences.
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Strengths-Focused: We help you make confident financial decisions rooted in your strengths.
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Holistic Approach: We go beyond budgets and numbers to address the emotional and psychological aspects of money.​