Dear Money Adventurer,
Have you ever had a money freeze moment?
Have you ever sat down to bring some loving attention to your money, only to completely forget what you meant to do–like the money equivalent of going to get something from another room, only to forget what it is you were looking for?
So you stop and do a body check-in, but you’re still at a loss for what to do next.
Now what?
Start by taking a deep breath and offering yourself some compassion.
While the body check-in is a powerful tool to help us bring more intention and awareness to our relationship with money, it isn’t the only tool we have to help us tune into our money work.
Here are 3 steps to help you move through those money freeze moments.
- Whether you’re taking twenty minutes to update your accounts or deep diving into visioning your money map, make it a money date.
A money date can be short and sweet, luxuriously long and deeply sacred, or whatever you want and need it to be. Framing the time you spend working on your money relationship as a money date is one way to ground your money practices–and yourself– and infuse your money work with personal meaning.
- Set the stage for your money date.
Just like you would for a romantic night out with your sweetie, take some time to prepare yourself and your space before your money date. What do you need to get into the right frame of mind?
Do you want to dress for the occasion?
Would lighting a candle or some incense help set the mood?
Do you want to press play on some music that reflects how you want your money date to feel?
Do you need to bring along a cozy cup of tea or maybe a snack to infuse your money date with comfort and nourishment?
Before you start journaling, sign in to your accounts, or even do a body check-in, set up your space. Simply checking in with yourself, how you want your money date to feel, and what you need to get there can help anchor you in the moment and bring a deep sense of meaning to your money dates.
- Ask yourself: What is one step I can take in my money relationship right now?
Maybe you’ve been meaning to call your bookkeeper and set up an appointment, but you’ve been putting it off.
Or perhaps you want to reach out to your accountability buddy and schedule some time to set some new goals and celebrate your success so far.
Maybe you just want to curl up with a cup of tea and your journal and let your money emotions flow out onto the paper.
Remember, there is no right or wrong answer.
If you’re struggling to choose a particular task, or find yourself going blank, try asking yourself, “what is one thing that my money relationship needs right now?” instead, and see what comes up for you.
Small steps add up to significant transformation, so please, give yourself permission to take your money journey one step at a time.
Whether you’re just beginning to experiment with money dates or in a long-term, committed relationship with money and looking to reinvigorate your practice, here’s a little inspiration to help you make a money date your very own.
When it comes to building a healthy, authentic, and meaningful relationship with money, the only right next step, the only right way, is the one that is aligned with your needs, your goals, and your values.
This journey is yours to shape, define, and redefine.
May you choose to redefine your money freeze moments as an invitation to nurture self-compassion and discover new depths of self-knowing.
With my very best wishes,

P.S. Did you know I’ve written two books to help support you on your money journey? The Art of Money: A Life-Changing Guide To Financial Happiness and The Art of Money Workbook. They stand alone and pair well together (+ dark chocolate). Plus, they make excellent gifts.
P.P.S. For additional booksellers, please visit our book page here.
