Mapping Your Financial Relationship
A reflective tool for exploring your emotional and behavioral patterns with money
Mapping Your Financial Relationship
A reflective tool for exploring your emotional and behavioral patterns with money
Mapping Your Financial Relationship
A reflective tool for exploring your emotional and behavioral patterns with money
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 et al., 2015). 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 This | Beliefs I Hold About This | One Step Toward a Healthier Pattern |
|---|---|---|---|
References
- Klontz, B. T., Britt, S. L., & Archuleta, K. L. (Eds.). (2015). Financial therapy: Theory, research, and practice. Springer.
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Common Questions
What is the Mapping Your Financial Relationship worksheet?
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 et al., 2015).
How do I use the Mapping Your Financial Relationship worksheet?
Fill out this worksheet digitally or print it for use in session. You can save your progress with a Pro account. Take your time with each column — there are no right or wrong answers.
Is the Mapping Your Financial Relationship worksheet free?
Yes. Like every worksheet on Therapy Resource, it is free to read, print, and download as a PDF, no account required. A Pro subscription adds online filling with saved progress, practice-branded PDF exports, and secure client sharing.
Can I fill out the Mapping Your Financial Relationship worksheet online?
Yes. Switch the worksheet to "Type on Screen" mode to fill in the fields directly in your browser before printing. Pro members can also save their entries across sessions and export the completed worksheet as a branded PDF.
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