Therapy Resource

Mapping Your Financial Relationship

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

RelationshipsWorksheetFree Resource

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, 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

Use this worksheet professionally

Pro members can fill worksheets online, save progress, customize content, share with clients, and export branded PDFs.

Try Pro free for 7 days →
Try Pro

Share with Client

Create a private link to share this worksheet directly with a client. They won't need an account to view it.

For your reference only. Not shown to the recipient.