Therapy Resource

Mapping Your Financial Relationship

A reflective tool for exploring your emotional and behavioral patterns with money

RelationshipsWorksheetFree Resource

Your relationship with money is shaped by a complex mix of family history, cultural messages, personal experiences, and emotional associations. Financial therapy research shows that identifying the emotions and beliefs tied to money is a critical step toward healthier financial behavior (Klontz, Britt, & Archuleta, 2022). Use this table to explore different dimensions of how you relate to money.

For each dimension of your financial life listed below, write the emotions that come up for you, the beliefs you hold, and one action step you could take toward a healthier relationship with money in that area.

Financial Dimension (e.g., earning, spending, saving, debt, giving, investing)Emotions I Associate With ThisBeliefs I Hold About ThisOne Step Toward a Healthier Pattern

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