Workbook
Know Your Financial Self
A Workbook for Understanding Your Relationship With Money Before It Defines You
Your financial habits formed before you had a bank account. Do they still fit?
For the adult whose money behavior is shaped by beliefs they never chose.
The Name It First Experience
Everyone has a money story. Most people never read it. They live it — making decisions shaped by what they witnessed, what they were told, what money meant in the household they grew up in. This is a structured identity audit for the part of your life with the most rules and the least self-knowledge. The output is not a budget. It is Your Financial Identity Profile.
You can opt into 30-, 60-, and 90-day check-ins from your account. We recommend you do — the point is to see what changed.
Sample questions
- What does financial peace actually look like for you — not in principle, but the specific version you would recognize if you were living it?
- What belief about money are you operating from that you inherited rather than chose — and is it actually true for you?
- What would The Financial Self Portrait say — clearly and honestly — about your relationship with money, what it means to you, and what you want it to mean instead?
Research basis
Klontz money script theory (money worship, money avoidance, money status, money vigilance scripts) / Klontz Financial Therapy Association framework (emotional origins of financial behavior) / Kahneman and Tversky prospect theory (loss aversion in financial decision-making) / Maslach burnout framework applied to financial exhaustion and avoidance / Cruess & Cruess professional identity formation (identity as foundation for behavior change)
Choose your format.
Every format asks the same questions and produces the same document.
Print Paperbackpersonalize
A real book and a pen. Write in the margins. The most permanent version of you on a page.
$22.99
eBook + journal
The full guide on any screen, with a companion journal to write your answers by hand.
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Audiobook
We read every question and every scenario aloud. For the commute, the walk, the dishes.
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Hardcoverpersonalize
The keepsake edition — sewn, ribboned, made to sit on a shelf and be returned to.
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Digital Fill + membership+membership
Answer on screen. Your responses save as you go and assemble into your finished document.
$12.99
Hands-Free Interactive + membership+membership
Listen to each question and speak your answer. We capture it. You never touch a keyboard.
Not available
Everything packages
The Paperback Everything Package
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The Hardcover Everything Package
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The Premium Hardcover Everything Package
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Choose your pace.
The Essential path takes you to your finished document by the questions that matter most. The Full-depth path walks every question, every scenario, every angle. Both produce the same signed document — one just goes deeper on the way there.
Essential path
Shorter sessions. The questions that go directly to the document.
Full depth
Every question. Every scenario, every angle.
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