Your money type is
The Optimist
You trust that things will work out, and often they do. You don't let money fears stop you from trying.
Just for you
What your answers tell us
The Optimist
How this money type shows up in your week
What it looks like
You don't check your numbers very often, and you find out about problems when they've already arrived.
What it can cost you
What you don't look at can grow quietly, like a subscription you forgot, a client who hasn't paid, or a tax bill you didn't plan for. Taking a look each month is what keeps those surprises small.
The system that will help you most
Book a monthly money date with yourself, on the same day each month, and write down what came in, what went out and what's left. Twenty minutes a month is enough to catch problems while they're still small.
Your step this week
Spend 20 minutes with last month's bank statement, and write down three numbers: what came in, what went out and what's left. That's all, and it's enough to start.
Your path to abundance
For you, abundance means backing your trust with knowledge. When you know your numbers, your confidence that money will come rests on something solid.
The Empowerer version of you
She keeps her optimism, and she backs it with numbers she checks every month.
Your next step, made for the Optimist
Learn how to look at your numbers with calm instead of dread.
Financially Whole starts with your money story, so looking at your numbers stops feeling heavy. Then it walks you through your budget and your net worth in plain language, one short day at a time, so you'll always know where you stand.
Financially Whole · a 30-day money program
Rewrite your money story and build a money plan you wrote yourself.
- Build your vision. Decide what you actually want money for, and define wealth across every part of your life.
- Rewrite your money story. Find where your money beliefs came from, and take the loudest one apart at the root.
- Step into your highest self. Move your income ceiling, then build your budget, your net worth and your plan.
You'll get 30 short daily themes with prompts you write on, in a workbook you can print or type into. It's one payment of $47, and it's yours to keep.
You'll get access the moment you pay, so you can start today. All sales are final. Read more about Financially Whole
The Women's Money Society is a membership for women who run their own business, with live calls, tools and a business and finance expert to guide you. Financially Whole is included for members. See the Women's Money Society