--- title: Shift Your Money Mindset - Event Archive description: We all have a mindset about money. It’s part of the human experience to have patterns and stories that affect how we think about the world. image: https://planningalt.com/hubfs/PA-Events_TrueWealth-min.jpeg --- [Skip to the main content.](https://planningalt.com/insights/shift-your-money-mindset-event-archive#main-content) [![Logo](https://planningalt.com/hubfs/Logo.svg "Logo")](https://planningalt.com) [![Logo](https://planningalt.com/hubfs/Logo.svg "Logo")](https://planningalt.com) - [Approach](https://planningalt.com/approach) - [Services](https://planningalt.com/services) - [About](https://planningalt.com/about) - [Insights](https://planningalt.com/insights-blog) - [Events](https://planningalt.com/events) - [Contact](https://planningalt.com/contact) - [Login](https://planningalt.com/client-login) [WEALTH PERSONALITY QUIZ](https://planningalt.com/quiz-assessment-landing-page) Toggle Menu Toggle Menu [WEALTH PERSONALITY QUIZ](https://planningalt.com/quiz-assessment-landing-page) - [Approach](https://planningalt.com/approach) - [Services](https://planningalt.com/services) - [About](https://planningalt.com/about) - [Insights](https://planningalt.com/insights-blog) - [Events](https://planningalt.com/events) - [Contact](https://planningalt.com/contact) - [Login](https://planningalt.com/client-login) [Linkedin](https://www.linkedin.com/company/planning-alternatives/) #### True Wealth Assessment ![PA-Blog_MoneyPersonality-min](https://planningalt.com/hs-fs/hubfs/PA-Blog_MoneyPersonality-min.jpg?width=400&height=224&name=PA-Blog_MoneyPersonality-min.jpg) Everyone has their own unique relationship with money. Take this quiz to uncover the unconscious beliefs and emotional patterns that can drive your financial decisions.  [Start Now](https://planningalt.com/true-wealth-assessment) *Takes 2-3 minutes.* #### Money Personality Quiz ![PA-Blog_MoneyPersonality-min](https://planningalt.com/hs-fs/hubfs/PA-Blog_MoneyPersonality-min.jpg?width=1200&height=672&name=PA-Blog_MoneyPersonality-min.jpg) True Wealth isn’t just about your financial portfolio. It encompasses everything that makes life rich and vibrant. Take the assessment to see where you are on your journey. [Start now](https://planningalt.com/true-wealth-assessment?hsLang=en) *Takes 7-8 minutes.* 1 min read # Shift Your Money Mindset - Event Archive [Planning Alternatives](https://planningalt.com/insights/author/planning-alternatives) Updated on July 8, 2026 [Event Archive](https://planningalt.com/insights/tag/event-archive) ![Shift Your Money Mindset - Event Archive](https://planningalt.com/hubfs/PA-Events_TrueWealth-min.jpeg) ### Watch the Webinar Recording from 11/12/24:   Whether you’re aware of it or not, we all have a mindset about money.  It’s part of the human experience to have patterns and stories that affect how we think about the world, especially about big topics like money and wealth.  Much of how we relate to money lives in the unconscious, knowingly and unknowingly effecting our behavior and actions. Understanding what is happening behind the scenes of our awareness is the first step in breaking through to create new and positive patterns. That’s why we’re excited to welcome Dr. Julie Colwell to our community to teach us how to shift our money mindset.  Julie’s powerful collection of tools and frameworks are the exact right mix to galvanize theory into meaningful action.    ##### Key Takeaways: - What influences your money mindset - Patterns and consequences of money mindsets - Ways to identify your money mindset - Tools to evolve your mindset and make your financial plan come to life     #####  Resources: - [Financial Empowerment Workbook](https://planningalt.com/hubfs/PA_Financial_Workbook_070826.pdf) - [Julie Colwell & Nathan Mersereau: Finding Meaning and Purpose in Your Wealth Journey Podcast ](https://planningalt.com/insights/julie-colwell-finding-meaning-and-purpose-in-your-wealth-journey)   ##### About Julie Colwell: Julie is the founder of the Evolutionary Power Institute in Boulder, Colorado, where she sees clients and teaches workshops, runs intensive groups, and spreads the word to as many people as she can about what the embodiment of true power looks like. She’s fascinated by relationship dynamics, and specifically the powerful energetics of moving out of struggle into flow. She lives in Boulder, Colorado, with her wife of 35 years and their two adopted canines. Find out more about Julie at: - [Julie Colwell website](https://www.juliacolwell.com/) - [Evolutionary Power website](https://www.evolutionarypower.org/) - [Tweet](https://twitter.com/share) ### A wealth of insight [![Market Perspectives: Timely Insights into Global Markets with Candice Tse from Goldman Sachs](https://planningalt.com/hubfs/Candice_Tse3.jpg)](https://planningalt.com/insights/market-perspectives-timely-insights-into-global-markets-with-candice-tse-from-goldman-sachs) #### [Market Perspectives: Timely Insights into Global Markets with Candice Tse from Goldman Sachs](https://planningalt.com/insights/market-perspectives-timely-insights-into-global-markets-with-candice-tse-from-goldman-sachs) [Event Archive](https://planningalt.com/insights/tag/event-archive) [![Unraveling Medicare with Joanne Giardini-Russell](https://planningalt.com/hubfs/PA-Events-Unraveling-Medicare-min.jpeg)](https://planningalt.com/insights/unraveling-medicare-with-joanne-giardini-russell) #### [Unraveling Medicare with Joanne Giardini-Russell](https://planningalt.com/insights/unraveling-medicare-with-joanne-giardini-russell) [Event Archive](https://planningalt.com/insights/tag/event-archive) [![Outlook 2025: Blue Zone Solutions for a Longer Life - Event Archive](https://planningalt.com/hubfs/PA_Events_Outlook_BlueZones_Blog-header-min.jpg)](https://planningalt.com/insights/event-archive-outlook-2025) #### [Outlook 2025: Blue Zone Solutions for a Longer Life - Event Archive](https://planningalt.com/insights/event-archive-outlook-2025) [Event Archive](https://planningalt.com/insights/tag/event-archive) Company - [Approach](https://planningalt.com/approach) - [Services](https://planningalt.com/services) - [About](https://planningalt.com/about) - [Team](https://planningalt.com/our-team) - [Locations](https://planningalt.com/locations) - [Contact](https://planningalt.com/contact) - [Careers](https://planningalt.com/careers) Insights - [Assessments](https://planningalt.com/quiz-assessment-landing-page) - [Podcasts](https://planningalt.com/insights/tag/podcasts) - [Events](https://planningalt.com/events) - [Insights](https://planningalt.com/insights-blog) - [Client Login](https://planningalt.com/client-login) - [Form CRS](https://planningalt.com/hubfs/2025-Client-Relationship-Summary.pdf) - [ADV Part 2A Brochure](https://planningalt.com/hubfs/23129617/2026%20Form%20ADV%20Part%202A%20Rev.%208-7-26.pdf) - Wealth Advisors for Life™ - | - [Terms & Conditions](https://planningalt.com/terms-conditions) - | - [Privacy Policy](https://planningalt.com/privacy-policy) © 2026 Planning Alternatives [Linkedin](https://www.linkedin.com/company/planning-alternatives/) Return to top ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Planning Alternatives", "url" : "https://planningalt.com/insights/author/planning-alternatives" }, "dateModified" : "2026-07-08T20:05:10.592Z", "datePublished" : "2024-11-16T00:56:25.000Z", "headline" : "Shift Your Money Mindset - Event Archive", "image" : [ "https://planningalt.com/hubfs/PA-Events_TrueWealth-min.jpeg" ], "mainEntityOfPage" : { "@id" : "https://planningalt.com/insights/shift-your-money-mindset-event-archive", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://planningalt.com/hubfs/Logo-dark-1-1.png" }, "name" : "Planning Alternatives" } } ```