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[Client Name], today I want to do something a little different from budgets and numbers. I want to go upstream — to the story you tell about money and where that story comes from.
Is that okay?
[Pause for confirmation — this is sensitive territory.]
Cast your mind back to childhood. What are the earliest memories you have of money in your household? It could be a conversation you overheard, a feeling, a moment. What comes up?
[Listen. Don't interpret. Just receive.]
What did the adults around you believe about money? Not what they said — what did you learn from watching them?
[Common patterns: money is scarce, rich people are greedy, we don't talk about money, money causes fights]
What did you decide about money as a result of growing up in that environment?
[This is the core money story. Write it down in their exact words.]
Now — fast forward to today. How is that old decision showing up in your financial life right now?
[Pause. This is often a significant moment — let it land.]
I want to name something: that story made complete sense for the environment you were in when you formed it. It was probably a very smart adaptation. The question is: is it still serving you?
What would someone who had a healthy, empowered relationship with money believe instead?
[Let them generate it — don't prescribe.]
What's one thing you could do differently this week that would be consistent with that new belief?
[Close with one concrete, small action — not an overhaul.]
