My Money Story
Explore the money beliefs you grew up with.
1-page fillable PDF · US Letter (prints on A4) · Work, Money & Stress
- Approach / concern
- Work, Money & Stress
- Technique
- Work, Money & Stress
- Format
- Fillable PDF, 1 page (US Letter / A4)
- Access
- Pro and Advanced plans (3-day free trial)
- For
- Licensed clinicians to use with clients
- Updated
- November 2026
Key facts
What is My Money Story?
Explore the money beliefs you grew up with. What we learn about money early on can shape feelings of safety, shame and worth.
When to use it
- Workplace stress and burnout
- Returning to work after leave
- Financial stress and money conflict
- Confidence and imposter feelings
How to use it in session
- Explain the purpose and check that the client wants to do this.
- What my family said, or never said, about money.
- A strong money memory.
- Beliefs I still carry.
- How they affect me and my relationships.
- A belief I would like to change.
- Agree one small next step.
Clinician tips
- Separate what the client can influence from what they cannot.
- Refer to financial, legal or employment specialists when needed.
- Consider systemic factors as well as individual coping.
Sharing with clients
Members can download the PDF to print or email, or copy a private client link from the download box. Your client opens the link and downloads the worksheet on any device. No client account is needed, and nothing your client writes is stored on TherapyAid.
This worksheet is an educational tool for use by, or under the guidance of, a licensed or registered mental-health professional. It is not a diagnostic instrument or a substitute for clinical judgement. If a client is in crisis in Canada, call or text 9-8-8 or call 9-1-1.
