Mindset Session

Money Mindset Training

Explore the importance of financial wellbeing, what we mean by a ‘money mindset’, and how to improve your relationship with money through practical, psychology-based strategies that make a lasting difference.

Why This Matters

Our beliefs about money are formed early — and most of us have never examined them

A money mindset is not just about how much you earn or save. It is the set of beliefs, emotions, and behaviours that shape every financial decision you make. Without awareness, unhelpful patterns repeat indefinitely. This session breaks the cycle.

Age 7
when core money beliefs are formed
Research suggests that many of our fundamental attitudes toward money are shaped by the age of seven — meaning most adults are operating from financial scripts they never consciously chose.
62%
say their mindset holds back their finances
More than six in ten adults report that their attitude towards money — feelings of shame, avoidance, or helplessness — is a bigger barrier to financial health than their actual income.
more likely to save with a positive money mindset
People who report a positive relationship with money are significantly more likely to save regularly, seek financial support, and make decisions that improve their long-term financial position.
What You’ll Learn

Practical tools to shift your relationship with money for the better

  • Understand what a money mindset is and why it has such a powerful influence over financial behaviour, decision-making, and emotional wellbeing
  • Identify your own money beliefs — where they came from, how they manifest, and which ones are helping or holding you back
  • Recognise common unhelpful money scripts such as avoidance, overspending, or catastrophising — and understand the emotional triggers behind them
  • Apply proven techniques to begin shifting from a scarcity mindset to a more empowered, growth-oriented relationship with money
  • Build practical habits that reinforce a healthier money mindset day-to-day — small shifts that compound into lasting change over time
  • Leave with a clear, personal action plan — one or two concrete steps tailored to your own mindset and financial situation
Who This Is For

For anyone whose relationship with money is holding them back — regardless of income

Money mindset is not about wealth. It is about the beliefs and behaviours that drive financial decisions. This session works across all salary levels and life stages.

🤔Employees at any level

Anyone who feels anxious, avoidant, or stuck when it comes to money — or who simply wants to develop a healthier, more confident relationship with their finances.

📈Those building financial habits

Employees who know what they should be doing but struggle to follow through — the psychological layer that sits beneath budgeting, saving, and planning.

🏠Life-stage transitions

Particularly valuable for employees going through financial transitions — first job, new family, redundancy, or approaching significant financial decisions.

How It Works

A reflective, practical session grounded in behavioural psychology

Not a lecture on financial planning. An exploratory, evidence-based session that meets people where they are.

1

Context Setting

We begin by understanding your workforce — their demographics, any specific financial pressures they face, and what a “healthy” relationship with money looks like in your organisational culture.

2

Facilitated Exploration

The session combines psychology-based content with guided reflection exercises. Participants explore their own money scripts in a safe, non-judgmental environment.

3

Action & Commitment

Participants leave with at least one practical, personalised next step — and the resources to build on it between sessions.

What Our Clients Say

Trusted by organisations across the UK

“Our partnership with Workplace Mindfulness enables us to create a healthy, supportive workforce by combining specialist expertise with our commitment to employee care.”

“A collaborative, impactful partnership that empowered our people to champion mental health and wellbeing.”

“Blending genuine validation with practical, actionable strategies, the coaching empowered our employees to navigate their roles with increased confidence.”

Ready to Get Started?

Help your employees build a healthier, more confident relationship with money

Get in touch for a free, no-obligation conversation about how Money Mindset Training can work for your organisation.

Book a free 30-minute call →
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