01
Origins of Your Money Story
Where financial beliefs come from — family dynamics, early experiences, and the messages absorbed about wealth, scarcity, and worth.
Exercise: Personal money history timeline
Live Webinar Series
Understanding the Emotional Side of Money
A structured series of online sessions exploring confidence, anxiety, and decision-making in personal finance — each followed by a focused practical exercise.
Money Mindset
Examine how early beliefs and emotional patterns shape financial behavior today.
Anxiety Awareness
Identify the specific triggers that create stress around financial decisions and spending.
Decision Clarity
Develop frameworks for making financial choices with greater awareness and less reactivity.
Practical Exercises
Short, focused activities after each session to apply concepts to your own financial context.
What This Series Is
Finance Is Rarely Just About Numbers
How we feel about money — the anxiety before checking a bank balance, the guilt after a purchase, the paralysis when facing a financial decision — shapes outcomes more than most people acknowledge. This webinar series addresses that layer directly.
Each session runs live online and focuses on one dimension of the emotional relationship with money. A facilitator walks participants through the topic, invites reflection, and closes with a short practical exercise designed to connect the material to individual experience.
Read Our Approach
What Participants Gain
Structured Learning on a Rarely Discussed Topic
The series is designed for people who want to understand their relationship with money more clearly — not to be told what to do, but to recognize patterns and develop their own awareness.
Recognizing Emotional Triggers
Learn to notice the emotional states that precede financial decisions — before they influence the outcome without your awareness.
Understanding Money Scripts
Explore the inherited beliefs and narratives about money that were formed in childhood and continue to operate in adult financial behavior.
Reducing Financial Anxiety
Examine the mechanics of money-related stress and apply evidence-informed strategies for reducing avoidance and rumination.
Improving Decision Quality
Understand cognitive biases that affect financial choices and practice structured reflection techniques that support clearer thinking.
Hands-On Application
Each session ends with a guided exercise — journaling prompts, reflection frameworks, or structured mapping tools — to make learning personal and concrete.
Live Interaction Format
Sessions run live with a facilitator, allowing for questions and discussion — not pre-recorded content that removes the human dimension from the process.
Session Overview
What the Series Covers
02
Anxiety, Avoidance, and the Cost of Not Looking
Financial avoidance as a psychological mechanism — why people delay, avoid, or outsource financial decisions even when it costs them.
Exercise: Avoidance pattern mapping
03
Confidence and Its Relationship to Financial Identity
How self-perception around competence and worthiness interacts with the willingness to engage actively with personal finances.
Exercise: Confidence inventory reflection
04
Decision Traps: Emotion, Bias, and Choice
Common cognitive and emotional patterns that distort financial decisions — loss aversion, social comparison, and reactive spending.
Exercise: Bias identification worksheet
How It Works
Live, Focused, and Designed for Reflection
Each webinar in the series is a standalone session with its own theme, though they build on each other naturally. Sessions run approximately 75 minutes — the first 55 minutes cover the educational content and facilitated discussion, and the final 20 minutes are dedicated to a guided practical exercise.
Participants receive the exercise materials in advance so they can engage fully during the session rather than taking notes. The format is designed to be active, not passive.
75 minutes per session
Live online format
Materials provided beforehand
Open Q&A included
Ready to Explore the Emotional Layer of Your Finances?
Review the session schedule and available formats to find an option that fits your situation.