Saving Secrets

Find the people you trust to talk about money with so they can help you focus on your savings goals.



20 minutes


Money Mindset Steps


Think of one of your biggest savings goals. One that is themost important to you, or the most treasured goal you have.


Think to yourself, who have you talked about it with? How did they react? Why did you choose to share your savings goal with them? If you haven’t shared, what keeps you from sharing?


Write the names of the people that you feel the most comfortable talking about money with. What do they do or say that helps you feel comfortable with them?


Coaching Questions:

  • Have you ever been made fun of for not spending money? Or for spending too much money? Where were you when that happened? How did it feel

  • How have people in the past encouraged you to reach your goals? How can the people in the room here today help you?


Helpful Hints:

  • Finding people we trust and can talk to about our goals and aspirations helps us stay on track and get excited for the future.

  • A 2014 study by Wells Fargo revealed that personal finances was one of the most challenging topics to discuss with others. This is not easy — so let’s start with something small and easy that we can talk to others about.