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Be Wise With Money

Find Out How to Make Better Money Choices

Bring your money decisions in line with your values

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Many of us deal with our daily financial matters differently – and without even considering why. Are you one who balances your bank account monthly or would you rather clean the bathroom? Regardless of where you fall on the scale, there are simple things you can do today to become a more active money manager.

Take this quick money attitude quiz

Find out what your money attitude is by taking this quick quiz. No matter where you are on the spectrum, there's always something to consider. This quiz provides you with simple steps to help you get started. Keep in mind, this is only a picture of your current state – it can change over time.

Why it's important

Being an active money manager sounds hard, but it doesn't have to be. Being aware of your behavior – how you share, save and spend – comes down to the choices you make. Understanding why may take a little more thought and effort, but it's well worth it. The exercises below will shed new light on who you are when it comes to managing your money. (Hint: It's driven by your values!)

Start with your values

Have you ever felt guilty after making a purchase? Chances are, it didn't align with what's important to you. By articulating your values, you can begin to align your money decisions to support what matters most to you – not your friend or neighbor. This two-minute values exercise will help you hone in on your top three values. Compare the results with your spouse or significant other. You might discover you have some values in common, while others may be different, and that's OK. Being aware creates a greater understanding.

What role your childhood plays

All of us had influences – positive or negative – in our childhood around money. Even if your parents didn't openly exchange words about their finances, their actions spoke volumes. We pick up many habits as children without realizing it – and we give it no real consideration. Discover your childhood attitudes with this worksheet. What did you discover? Compare to your partner if you're in a relationship.

Actively manage your money

If you did all the quick exercises in this piece, you will have discovered more about yourself and why you behave certain ways with money. If you ever felt guilty over a purchase you made in the past, it most likely was because it didn’t align with one of your top values or a goal. Use the tools below to help you make more intentional money choices about how you share, save and spend.

Tools to use

Use these tools to help you make SMART goals and provide a compass for your money decisions.


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