Your Money Reset Part 2 - Rewrite Your Money Story & Define Your Values

A new year brings possibility.

The sense that you get to begin again, rewrite old patterns, and move toward a life that feels more meaningful and more - you

And the most powerful way to shape that life is by building a financial plan rooted in clarity and purpose.

This mini series is designed to guide you through that transformation.

This is part two, where we’re diving into the heart of your financial plan: your money story and your core values.

Let’s get started!

Your relationship with money didn’t start this year.

It started decades ago, shaped by childhood experiences, cultural messages, and the people around you.

This “money story” influences your habits, fears, opportunities, and decisions.

Often it happens without you even knowing.

This step is about taking back control.

1. Write your money story

Your money story is the script you’ve been handed, often long before you ever made a financial decision yourself.

To rewrite it, you first have to see it.

Journal on:

• What did you learn about money growing up — directly or indirectly?
• What phrases or attitudes about money were common in your home?
• Were you encouraged to save, to spend, to fear money, to avoid talking about it, or to treat it responsibly?
• How do these early lessons show up in your habits today?

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Bringing your story into the open gives you the power to reshape it.

Awareness is the first step toward transformation.

2. Identify limiting beliefs

Most of us carry quiet, inherited beliefs about money, often deeply ingrained and rarely questioned.

These beliefs shape your decisions more than any spreadsheet ever will.

It’s sentences like:

• “I’m not good with money.”
• “Investing is too risky.”
• “People like me don’t build wealth.”
• “Debt is just part of life.”

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But here’s the truth: Once a belief is named, it loses its power.

So ask yourself honestly: Which beliefs have been holding you back? And which ones are you ready to release? Write down your limiting beliefs.

3. Define your core values

Your values are the compass of your financial life.

They reflect what truly matters. Not what society tells you to prioritize, but what you want your life to stand for.

Ask yourself:

• What matters most to me right now?
• What kind of life feels meaningful and fulfilling?
• What do I want more of? Stability? Freedom? Growth? Adventure? Security? Contribution?

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Your values reveal what deserves your time, money, and energy.

When you know what you value, your financial decisions stop feeling random because they become intentional.

4. Align your financial choices with your values

This is where the magic happens. When your money supports the life you want, everything becomes easier:

• Saving stops feeling like sacrifice. It feels like self-respect.
• Investing stops feeling intimidating. It becomes a tool to build the future you want.
• Budgeting stops feeling restrictive. It becomes empowering clarity.

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Values turn discipline into desire.

They transform your money plan from something you should follow into something you genuinely want to live by.

Now you’ve explored the beliefs that shaped your relationship with money and clarified the values that will shape your future decisions.

This is where your financial reset becomes your own.

Next, we take your clarity and transform it into vision.

In part three of this mini series, we’ll map out your dream life and turn it into actionable SMART goals that fit beautifully into your financial roadmap.

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