The 5 Stages of Your Money Journey

Understand them and plan accordingly to build a strong financial future

Ken Green


Our money journey is complex. Often times, it causes pain rather than joy.

It’s a shameful topic we don’t feel comfortable discussing.

It’s a leading cause of many marital breakdowns.

It impacts our mental and emotional health in many ways.

It can be painful.

So, how can we overcome all the money concerns we have in life?

Is it by having more money?


It is by intentionally living a life that empowers you to have total control over money.

It requires much more than money.

It requires knowing when you have ENOUGH!

It requires knowing what FULFILLS YOU!

To manage our money better, we need to understand the 5 key stages of our money journey:

1. Build a better money mindset

“If you live for having it all, what you have is never enough.” — Vicki Robin

Without a strong money mindset, you will continue to make mistakes.



Ken Green

Ken is a Chartered Professional Accountant practicing in Canada. He provides tax, personal, and business financial services.