Webinar in Review: What's Your Financial Story?


Do you know your financial story? For many people, your family background and life lessons matter as much or more to your money decisions than your knowledge of dollars and cents. In our August Webinar, we explored the value of knowing and controlling your financial story.

Morgan Glenn, a Gaia Leadership certified executive coach, discussed her personal financial story as an example for you to understand, mindfulness, and the value of combatting limiting beliefs to empower your money deicisions. Lack of financial competence or success can hurt your bottom line and also result in stress and reduced overall wellness.

Limiting Beliefs.

Do you have internal dialogues that hamper your financial decisions? Perhaps you say, “I am bad with money”.

Reframing Your Story.

So What’s Your Limiting Belief?

We all have them. Understanding your personal financial story will help you to understand your money mindset. If you’re intrigued, we have a full replay of the webinar ready for you!

Melissa Joy, CFP®, CDFA® is Partner and Director of Investments at Center for Financial Planning, Inc.® In 2013, Melissa was honored by Financial Advisor magazine in the Research All Star List for the third consecutive year. In addition to her contributions to Money Centered blogs, she writes investment updates at The Center and is regularly quoted in national media publications including The Chicago Tribune, Investment News, and Morningstar Advisor.

Financial Advisor magazine's inaugural Research All Star List is based on job function of the person evaluated, fund selections and evaluation process used, study of rejected fund examples, and evaluation of challenges faced in the job and actions taken to overcome those challenges. Evaluations are independently conducted by Financial Advisor Magazine.

Morgan Glenn is not affiliated with Raymond James.