Feng Shui Your Financial House — Day 25

Mariko O. Gordon, CFA
2 min readDec 25, 2023

𝐃𝐚𝐲 𝟐𝟓’𝐬 𝐭𝐚𝐬𝐤 𝐢𝐬: 𝐎𝐩𝐞𝐧 𝐲𝐨𝐮𝐫 𝐩𝐫𝐞𝐬𝐞𝐧𝐭.

🎁 Open your present 🎁

We’re told being in the bosom of our families is the best gift of all.

But the folks you dote on and hang out with have an outsized influence over you. This was especially true when you were young, naive, and completely dependent on them for survival.

Over the years, your peeps bestowed upon you their money beliefs.

𝐌𝐲 𝐠𝐢𝐟𝐭 𝐭𝐨 𝐲𝐨𝐮 𝐢𝐬 𝐚 𝐰𝐚𝐲 𝐭𝐨 𝐮𝐧𝐰𝐫𝐚𝐩 𝐚𝐥𝐥 𝐭𝐡𝐨𝐬𝐞 𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐬.

Take the time to fill out this money legacy questionnaire. It’s worth it to learn your heritage narratives around money.

You’ll find out that many of your most deeply held beliefs are not, in fact, truly your own. Like holiday traditions passed down from generation to generation, they are familiar and comforting but not inviolable truths.

𝐘𝐨𝐮 𝐜𝐚𝐧 𝐜𝐡𝐚𝐧𝐠𝐞 𝐲𝐨𝐮𝐫 𝐦𝐨𝐧𝐞𝐲 𝐛𝐞𝐥𝐢𝐞𝐟𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭.

That’s the biggest gift you can give yourself. Shed what doesn’t serve you, embrace that which does.

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Uzume LLC provides financial planning/consulting services to individuals and families. Content on this page should not be construed as personalized investment advice. Individual situations will vary and my opinions, observations, and approach to money and investing will not be suitable for everyone. We are registered as an investment adviser in North Carolina and we may not transact business in states where we are not appropriately registered or exempt from registration.

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Mariko O. Gordon, CFA

Built $2.5B money mgmt biz from scratch. Coaching badass women to build & love their businesses, manage their finances, and make sure the thrill is never gone.