Protector
Bear · Safety
You know the numbers and keep the budget. Money is what provides stability, security, and safety.
Take the quizWhat is the story driving your money decisions?
There are 6 money story types. In about four minutes, you'll get a free report on yours: what it does well, where it overdoes the gift, and one practice to start with.
The 6 money story types.
Every person has a primary type, but all of these stories show up at different moments in our lives.
Achiever
Fox · Proof
You crave wins, momentum, and results. Money is what shows your hard work and accomplishment.
Nurturer
Deer · Care
You lead with your heart. Money is a generous means to nurture, support, and give to those you care for.
Survivor
Phoenix · Lifeline
You endure and adapt to the circumstances. Money is about fulfilling the present needs of living.
Avoider
Owl · Weight
You value clarity, confidence, and peace. Money is better dealt with separately from the rest of your life.
Architect
Spider · Structure
You design a system that holds your life. Money is the data you use to engineer your framework.
Money isn't just math. It's memory.
If money were just math, a calculator would be the only coach you'd need. The quiz starts with the layer underneath the habit.
01
State
State reveals what is happening in you.
02
Story
Story uncovers what has been shaping you.
03
Strategy
Strategy determines what you will do next.
Skip state, you react. Skip story, you repeat. Skip strategy, nothing changes.
Money is harder to talk about than politics or religion.
3 in 5
U.S. adults would be uncomfortable talking about their bank balance with family or close friends.
~80%
of U.S. employees say their finances are at least a moderate source of stress.
$1.1 trillion
estimated yearly cost of employee financial stress to U.S. employers, in lost productivity.
Sources: Bankrate Financial Taboos Survey (October 2025). Valoir, Employee Financial Wellness report (2026), as reported by HR Executive.
Open up the money conversation.
Money, like it or not, shapes most things in our lives, from how we live day to day to our future hopes and plans.
People need a common language to discuss their money stories: the obstacles, fears, and stresses that influence real money moves.
Our mission is to make the conversation around money easy and normal, without shame or taboo.
“
Shame is never a strategy.
Barry Queen II, The Money Doctor
Your money story is not finished.
Get a free report on the story behind your money decisions.