Pick Your Financial Heroes

As you work on your finances, it’s worth it to take some time to think about where you find inspiration and good ideas. Sure, there are a lot of wonderful books and blogs out there dispensing wisdom, but take a few minutes to think about the personal finance heroes you know in your own life.

For example: Maybe it’s someone you’ve watched work hard to achieve their finance goals. Maybe it’s someone who overcame the odds. Maybe it’s someone who’s given you good advice. Maybe it’s someone who’s prioritized their financial values. Maybe it’s someone with amazing growth mindset.

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Who are your top three financial role models?

Use the following journal prompts to write about them. If you would like to do this on a free printable, here is a PDF you can use.

Personal Finance Hero #1

Who is this person? What is this person’s financial story?

What are the major challenges they’ve faced? How have they succeeded?

Why does their story resonate with you? What do you admire about them?

What financial lesson can you learn from them?

If this person is available to you, try to spend some time with them. Ask them for advice, if you want, or let them know how much you appreciate them.

Personal Finance Hero #2

Who is this person? What is this person’s financial story?

What are the major challenges they’ve faced? How have they succeeded?

Why does their story resonate with you? What do you admire about them?

What financial lesson can you learn from them?

If this person is available to you, try to spend some time with them. Ask them for advice, if you want, or let them know how much you appreciate them.

Personal Finance Hero #3

Who is this person? What is this person’s financial story?

What are the major challenges they’ve faced? How have they succeeded?

Why does their story resonate with you? What do you admire about them?

What financial lesson can you learn from them?

If this person is available to you, try to spend some time with them. Ask them for advice, if you want, or let them know how much you appreciate them.

Personal Finance Heroes.png

Look for ways to incorporate the wisdom you’ve gained from your personal finance heroes in your own plans. And think about whose role model you are or could be someday. Good luck!


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