“The stories we tell ourselves about money become the lens through which we see our entire lives.” – Lynne Twist
At WellsFaber, we often encounter clients who are living money stories they’ve inherited or absorbed over time, without realising how these narratives shape their financial decisions and overall life satisfaction. These stories might be tales of scarcity, constant striving, or equating wealth with worth. While these narratives can drive success, they can also lead to a sense of unfulfillment, even when all the ‘right’ financial moves are being made.
This is why we encourage our clients to reflect on their money stories intentionally. It’s not about drastically changing spending habits or making radical financial moves. Instead, it’s about challenging ingrained beliefs about money and success. We guide our clients to ask themselves: What does ‘enough’ really mean? How do spending habits align with personal values? What are they really seeking when chasing financial goals?
Through our work, we’ve observed that many money stories are inherited – from family, society, and media. These unconsciously adopted beliefs can equate wealth with worth, view money as a scarce resource to be hoarded, or define success in purely monetary terms.
But here’s the powerful truth: these stories can be rewritten.
One key lesson we’ve learned is the importance of aligning financial decisions with personal values. We work with our clients to clearly define what truly matters to them – whether it’s experiences over possessions, relationships over status symbols, or personal growth over material accumulation. This shift in focus doesn’t just change how money is spent; it transforms how people feel about their financial situation.
Another crucial aspect is cultivating gratitude. We’ve seen how regularly practising gratitude for what one already has can naturally shift a mindset from scarcity to abundance. This doesn’t mean abandoning financial goals, but it changes the motivation behind those goals – from desperate grasping to excited creating.
Perhaps the most profound change comes from redefining the concept of wealth. At WellsFaber, we encourage viewing true wealth not just in terms of bank balances, but in the richness of experiences, the depth of relationships, and the capacity to make a positive impact in the world.
This process of intentional living and money story rewriting can be challenging, and can take a lifetime. It requires regular self-reflection and a willingness to challenge deeply held beliefs. But the results can be transformative. We’ve witnessed clients making financial decisions with greater clarity and confidence, experiencing a sense of peace and contentment with their financial situation that they’d never known before.
At WellsFaber, we believe that true financial planning goes beyond numbers. It’s about understanding each client’s unique money story and helping them write a narrative that aligns with their deepest values and aspirations. We’re here to support in challenging those ingrained beliefs about money and success, and in crafting a financial narrative that leads to genuine fulfilment.
Remember, your money story is just that – a story. And like any story, it can be rewritten. We’re here to help you explore what new chapters you’re ready to write in your financial narrative.
We advise, you thrive.