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Money Mindset and Behavior Coaching
Change how you relate to money — so your decisions feel calmer, clearer, and more sustainable.
Money Mindset & Behavior Coaching is a supportive, education-based coaching service designed to help you understand the emotional, behavioral, and psychological patterns that shape how you interact with money.
This work is for people who know what they “should” do financially — but find themselves stuck in avoidance, anxiety, guilt, or self-judgment when it comes time to actually do it.
This is not therapy, and it is not financial advice.
It is coaching and education that helps you build awareness, compassion, and practical tools so your financial choices are no longer driven by fear or shame.
Who This Is For
Money Mindset & Behavior Coaching is a good fit if you:
Feel anxious, avoidant, or emotionally activated around money
Struggle with consistency even when you understand the basics
Feel shame, guilt, or “behind” when you think about finances
Swing between over-control and avoidance
Find that money decisions feel heavier than they “should”
Want a grounded, non-judgmental space to untangle these patterns
This service is especially supportive for people who:
Grew up with financial instability or silence around money
Are recovering from burnout, illness, or trauma
Are neurodivergent
Are navigating major life or identity transitions
Want to feel safer and more confident in their financial lives
What We Work On Together
Money Mindset & Behavior Coaching focuses on understanding patterns, not fixing or blaming yourself.
Common areas we explore include:
Your personal money history and early experiences
Beliefs and narratives you hold about money, success, or worth
Avoidance patterns (not looking, not deciding, procrastinating)
Over-control or perfectionism around finances
Emotional spending or financial shutdown
Fear-based decision-making
Shame cycles and self-judgment
Building trust in yourself around money
Alongside awareness, we develop practical, supportive tools so insight leads to real change.
How the Coaching Works
Money Mindset & Behavior Coaching is typically offered as a short-term or medium-term coaching engagement, either on its own or alongside other services.
Sessions combine:
Reflective coaching conversations
Gentle education about financial behavior and stress responses
Pattern recognition and naming
Values-based reframing
Practical experiments and habit shifts
You’ll leave with:
Greater self-understanding around money
Reduced shame and anxiety
Tools to interrupt unhelpful patterns
Increased confidence in your financial decisions
A calmer, more compassionate relationship with money
What This Is — and What It Isn’t
This is:
✔ Coaching and education
✔ Behavior and pattern awareness
✔ Emotional safety and non-judgment
✔ Practical tools for change
✔ A supportive, collaborative partnership
This is not:
✘ Therapy or trauma treatment
✘ Financial advice or investment guidance
✘ Budget enforcement or control
✘ “Positive thinking” or mindset bypassing
✘ Pressure to change faster than feels safe
Our role is not to push — it’s to support clarity, choice, and self-trust.
Our Approach
At Tally & Sage, we believe your relationship with money makes sense in the context of your life.
We approach money mindset work with:
Compassion over correction
Curiosity over judgment
Understanding over urgency
Integration over willpower
This work is about building a relationship with money that supports your well-being, not just your balance sheet.
How This Fits With Our Other Services
Money Mindset & Behavior Coaching often works well:
Before or alongside Financial Foundations Coaching
When clients feel “stuck” despite understanding the numbers
As supportive work during life transitions
As an ongoing layer of integration and care
It helps ensure that financial knowledge can actually be used — not avoided.
Ready to Change Your Relationship With Money?
If you’re ready to understand your patterns, reduce shame, and feel calmer and more confident with money, Money Mindset & Behavior Coaching offers a supportive place to begin.
Change how you relate to money — so your decisions feel calmer, clearer, and more sustainable.
Money Mindset & Behavior Coaching is a supportive, education-based coaching service designed to help you understand the emotional, behavioral, and psychological patterns that shape how you interact with money.
This work is for people who know what they “should” do financially — but find themselves stuck in avoidance, anxiety, guilt, or self-judgment when it comes time to actually do it.
This is not therapy, and it is not financial advice.
It is coaching and education that helps you build awareness, compassion, and practical tools so your financial choices are no longer driven by fear or shame.
Who This Is For
Money Mindset & Behavior Coaching is a good fit if you:
Feel anxious, avoidant, or emotionally activated around money
Struggle with consistency even when you understand the basics
Feel shame, guilt, or “behind” when you think about finances
Swing between over-control and avoidance
Find that money decisions feel heavier than they “should”
Want a grounded, non-judgmental space to untangle these patterns
This service is especially supportive for people who:
Grew up with financial instability or silence around money
Are recovering from burnout, illness, or trauma
Are neurodivergent
Are navigating major life or identity transitions
Want to feel safer and more confident in their financial lives
What We Work On Together
Money Mindset & Behavior Coaching focuses on understanding patterns, not fixing or blaming yourself.
Common areas we explore include:
Your personal money history and early experiences
Beliefs and narratives you hold about money, success, or worth
Avoidance patterns (not looking, not deciding, procrastinating)
Over-control or perfectionism around finances
Emotional spending or financial shutdown
Fear-based decision-making
Shame cycles and self-judgment
Building trust in yourself around money
Alongside awareness, we develop practical, supportive tools so insight leads to real change.
How the Coaching Works
Money Mindset & Behavior Coaching is typically offered as a short-term or medium-term coaching engagement, either on its own or alongside other services.
Sessions combine:
Reflective coaching conversations
Gentle education about financial behavior and stress responses
Pattern recognition and naming
Values-based reframing
Practical experiments and habit shifts
You’ll leave with:
Greater self-understanding around money
Reduced shame and anxiety
Tools to interrupt unhelpful patterns
Increased confidence in your financial decisions
A calmer, more compassionate relationship with money
What This Is — and What It Isn’t
This is:
✔ Coaching and education
✔ Behavior and pattern awareness
✔ Emotional safety and non-judgment
✔ Practical tools for change
✔ A supportive, collaborative partnership
This is not:
✘ Therapy or trauma treatment
✘ Financial advice or investment guidance
✘ Budget enforcement or control
✘ “Positive thinking” or mindset bypassing
✘ Pressure to change faster than feels safe
Our role is not to push — it’s to support clarity, choice, and self-trust.
Our Approach
At Tally & Sage, we believe your relationship with money makes sense in the context of your life.
We approach money mindset work with:
Compassion over correction
Curiosity over judgment
Understanding over urgency
Integration over willpower
This work is about building a relationship with money that supports your well-being, not just your balance sheet.
How This Fits With Our Other Services
Money Mindset & Behavior Coaching often works well:
Before or alongside Financial Foundations Coaching
When clients feel “stuck” despite understanding the numbers
As supportive work during life transitions
As an ongoing layer of integration and care
It helps ensure that financial knowledge can actually be used — not avoided.
Ready to Change Your Relationship With Money?
If you’re ready to understand your patterns, reduce shame, and feel calmer and more confident with money, Money Mindset & Behavior Coaching offers a supportive place to begin.