Each of us has a unique perspective and visceral connection to how we perceive and handle our finances. We form money narratives based on our upbringing, personal experiences, and values.

Your Money Narrative explores financial decisions and challenges in approachable short stories, providing fun and insightful commentary. Also included are links to supplemental online worksheets to aid decision-making free of fear, avoidance, and worry.

Wherever you are in your financial journey, examining and embracing the narratives guiding your financial planning decisions allows you to build an even stronger financial future and the legacy you deserve.