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TAKE THE QUIZ TO SEE IF YOUR MONEY STORY IS HOLDING YOU BACK!
TAKE THE QUIZ TO SEE YOUR MONEY STORY!

Have you ever felt stuck, overwhelmed, or like no matter how hard you try, you just can’t get ahead financially? — it’s NOT just about strategy, it’s about your mindset.

Your money story controls every aspect of your financial life.

Take that in!

Read it again!

Your money story shapes your beliefs about wealth, impacts your self-image, and determines your approach & relationship with money.

 “Too many people spend money they haven’t earned, to buy things they don’t want, to impress people they don’t like.”

~ Will Rogers

It's the lens through which you view and interact with money.

It's shaped by your upbringing, experiences, and the beliefs you've formed.

This story can either be a limiting factor or a powerful catalyst for financial success.

By understanding and reshaping this narrative, you open doors to a life of financial freedom and empowerment.

Take the quiz and find out how to reshape your money story:

TAKE THE QUIZ NOW

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"I’m less afraid to spend my money (I am a super saver) and I realize that abundance is always available. Being open to receive is key and leave fear behind as that closes you to abundance" 

 

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"I loved the financial literacy. I never really understood many of these concepts and now I have a better understanding of them. I also enjoyed the shift in perspective from a financial advisor who doesn’t use a lack and limitation mindset" 

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"It is very informative and inspiring. The small group also adds a very supportive environment and you all grow together. The financial literacy is done in a way that makes sense and is easy to understand."

Whether it's creating
self-imposed limitations or fostering a mindset of abundance,
your money story is the silent force behind your financial decisions.

Unraveling your old
money story WILL lead to a more
prosperous and fulfilling
financial future.

No matter what your particular

Financial goal – whether it’s investing, saving, or increasing your income – you have to start with your money story.

It dictates how you move, and what results you get.

But transforming your money story isn't an overnight process…

It requires awareness, dedication, and sometimes, guided support – as it did for me.

Awareness of your money story comes in layers.

Don’t be overwhelmed, let’s take it one step at a time.

TAKE THE QUIZ NOW

 "The rich one, poor one, beggar or thief are not different minds, but different arrangements of the same mind."

~ Neville Goddard


Hi, I’m Marni Saifert, a Certified Financial Planner with 31 years of experience helping people achieve financial abundance.

Over the years, I’ve mastered Investment Planning, Retirement Planning, Credit Planning, Budgeting, and Tax Planning—but what truly sets my approach apart?

I go deeper. I don’t just treat the symptoms of financial stress—I address the root cause: YOUR MONEY STORY. 🌱

Remember, it's natural to want more and
you are worthy of more.

I’ve created a quiz, inside of which you'll start to uncover the layers of your money story and understand how it's impacting your life.  

You will begin to recognize how much your money story is getting in the way of your abundance.

TAKE THE QUIZ NOW

But before you start, take a deep breath... and remember to be kind to yourself. You can heal your money story, I promise!

You can’t take action on your financial future if you’ve not identified
and addressed your money story.

Because at the end of the day, your money story is dictating your
decisions around money.

If you want to make smart financial decisions and create wealth for yourself and your family, the first step in this process is understanding your money story.

TAKE THE QUIZ NOW

 “Money is a terrible master but an excellent servant.”

~ P.T. Barnum

This quick and insightful quiz will help you identify your current Money Story and give you the clarity to start rewriting it—so you can step into the abundant financial future you deserve.

TAKE THE QUIZ NOW