Common Money Beliefs

How did you decide where to open your first bank account? Where did you learn to budget or pay bills? If you have a money question now, what do you do? Who do you turn to? The reality is that when it comes to getting financial advice, most of us have a comfort zone or a pattern we fall into: we ask mom and dad because that's how we've always done it, or we start with an online search because we're not comfortable with asking someone for help. Your default information sources say a lot about you and your values, and even though each source has good things going for it, it's important to keep an open mind. Your financial health can always benefit from including new sources of advice. Watch the video below to learn more.


PDF

Common Money Beliefs PDF

Where do you go for financial advice?


View Presentation (PDF)

Overview

Take The Quiz

Find out which money persona best describes you?


View Guide (PDF)

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