The Money Story Workbook™
Your quiz showed you where you stand. This shows you how you got here — and how to rewrite it.
Twenty-four guided pages that take your money story from a feeling to a plan: where your beliefs about money came from, what's kept them stuck, and the small, doable steps that move you forward. No shame, no spreadsheets to build.
You know your money story. Now you get to change it.
The free Financial Compass told you which story you carry — The Overwhelmed, The Chaser, The Performer, or The Guardian. This workbook walks you the rest of the way: gently, page by page, from why it took hold to the next honest step. It's the difference between naming the pattern and actually loosening its grip.
Twenty-four pages, seven quiet chapters.
Not a lecture — a set of guided prompts and small exercises you fill in at your own pace.
Your Money Story, in depth
All four archetypes, and a closer look at yours — how it shows up on an ordinary Tuesday.
Where it began
Gentle prompts to trace the money beliefs you absorbed — long before you ever chose them.
The reframe
Turn the old, inherited story into a truer one you'd actually want to live by.
Your "enough" number
A clarity exercise to define what enough looks like for you — not a rule, a compass point.
Money & values map
Line up where your money goes with what actually matters to you, without the guilt.
The 30-day gentle plan
Tiny, doable check-ins — the opposite of a strict budget you'll abandon by Friday.
Words for the hard talks
Calm scripts for the money conversations that usually go sideways.
Keep-forever pages
Reflection pages to return to whenever a new season changes the numbers again.
Yours in two minutes.
- A 24-page fillable PDF — type into it on any device, or print it
- Built to pair with your free Financial Compass result
- Instant download, plus a copy emailed to you
- Yours to keep and reuse, season after season
- Education and reflection — never financial advice
Created by Katherine Boean — CFE, financial strategist and business consultant.
- The Money Story Workbook (24-page PDF)
- Instant download + emailed copy
- Yours to keep forever
Secure checkout — card or PayPal
Not what you hoped for? Email hello@herbecoming.world within 14 days and we'll make it right.
Before you get it.
Do I need to take the free quiz first?
No, but it helps. The workbook stands on its own — and it goes deeper if you already know your money story from the free Financial Compass quiz.
What format is it?
A 24-page fillable PDF you can type into on any device, or print. It's yours to keep and reuse.
Is this financial advice?
No — it's a guided reflection and clarity workbook. Education, not personalized financial or investment advice.
How do I get it after buying?
Instantly. After checkout you're taken to a download page, and a copy is emailed to you.