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Printable money genogram worksheet for adults to map family financial patterns, roles, messages, and inherited beliefs about money.
Worksheet

Money Genogram: Mapping Your Financial Lineage

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About:

This printable worksheet guides adults through creating a money genogram—a visual map of financial patterns, roles, and messages inherited through their family system. Sections cover family structure, money roles, money messages (like "We don't talk about money" or "Save everything"), major financial events, emotional tone around money, unspoken financial rules, recurring patterns across generations, and beliefs to carry forward or release. Useful for financial-therapy work, personal-finance coaching, counseling, or individual reflection on money mindsets.

Subject:
Life Skills
Topic:
Financial
Grade Level:
Adult Education
Updated February 2026

How to Use This Worksheet

Print this worksheet for classwork, homework, or independent practice. Click 'View Worksheet' to edit questions, adjust formatting, or add your own content before downloading.

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