Get Started! How to Take an Active Role in your Personal Finances

1. Start a money conversation.

Money conversations are like peeling back the layers of an onion. Start slowly on experience questions before diving deep into numbers questions. Celebrate success, share experiences, and ask questions. When we normalize money conversations we can learn from each other, hear unique ideas/perspectives, and confidently make money moves.

2. Know your values and goals.

Not everyone has the goal to die with the most amount of money. Whether you believe money is a tool or energy, it’s a valuable resource you have in this life. Start with knowing your values and goals. Ask yourself, “What would I do if I won the lottery?” or “What would I do if I didn’t have to make money?” These are two powerful questions that can give you insight into your values and goals.

3. Know where your money is.

If you are in a partnership (marriage, business, family), it’s important that you have visibility and understanding of where your money is and if it’s working in alignment with your goals and values. Whether you use a spreadsheet or an app, everyone should be involved and active.

4. Evolve your relationship with money.

Money goes beyond its fiscal value; there’s an emotional relationship with money. We need to evolve our money mindset to improve our money relationship. Celebrate the times you were awesome with your money, turn financial failures into lessons, and build your Financial A-Team that will raise you up.

Money goes beyond its fiscal value; there’s an emotional relationship with money.

5. Build your Financial A-Team.

We are not self-made men, we are community-made women. Identify the Growth Partners, Connectors, Mentors/Mentees, High-Five Tribe, and Diverse Thinkers you need to enjoy the journey and achieve your Big Financial Goals.

The more often you practice and take action, the more your Financial Confidence will increase. Keep practicing even when it feels awkward.

Each individual money move you make has a collective impact to changing the statistics on the gender wealth gap, leading to healthier and wealthier communities.