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The Financial Mindset Fix Workbook
Unlock the power of your mind to transform your money and your life.
This companion workbook is designed to help you apply the twelve mindset shifts from The Financial Mindset Fix in practical, life-changing ways. Through guided reflections, exercises, and discussion prompts, you'll learn to identify and release limiting beliefs, cultivate financial confidence, and create a holistic vision of success rooted in mental wellness and self-worth.
Whether used individually or in a group study, this workbook will help you:
Step into greater prosperity, balance, and purpose-one mindset shift at a time.

Joyce Marter, LCPC, CSP® is a licensed psychotherapist, Certified Speaking Professional®, and author who helps leaders and organizations thrive mentally, emotionally, and financially.
For more than 25 years, Joyce has partnered with HR leaders, EAPs, and executives across industries to strengthen workplace well-being, resilience, and leadership during times of change. Known as “America’s Workplace Therapist,” she blends clinical expertise with real-world business acumen to provide practical, inspiring tools for sustainable success.
A former adjunct faculty member at Northwestern University and the founder of Urban Balance, a multimillion-dollar national counseling company she built and sold for an eight-figure exit, Joyce understands both sides of mental health and business.
The author of The Financial Mindset Fix: A Mental Fitness Program for an Abundant Life, Joyce has been featured in CNN, The Wall Street Journal, and MTV, reaching more than one billion people worldwide. She currently serves on the Board of Directors of the National Speakers Association.
New York Times bestselling author of Picture Your Prosperity
“Joyce Marter has created a powerful and practical guide for anyone ready to expand their prosperity from the inside out. The Financial Mindset Fix Workbook beautifully bridges emotional well-being and financial growth, offering thoughtful exercises that invite deep self-reflection and real transformation. Joyce’s compassionate and insightful approach helps readers understand how mindset and money are inseparable, and how healing one helps the other flourish. This is a must-have companion for anyone ready to create a healthier, more abundant relationship with money and life.”
― Ellen Rogin, CPA, CFP®
Founder, KBK Wealth Connection; Author of Breaking Money Silence®
“The Financial Mindset Fix is a comprehensive guide to living an abundant life, drawing on the author’s clinical expertise and personal experiences. The companion workbook is a valuable addition, as it helps readers take action and change their relationship with money. That is really what mindset work is all about!”
― Kathleen Burns Kingsbury, MA, CPCC
“The Financial Mindset Fix by Joyce Marter jump started my journey toward a healthier relationship with money. The companion workbook is a brilliant addition to this important work, because rather than just thinking about ‘the work’ I’m taking action.
― Bill Cates, CSP, CPAE
Coauthor of The Hidden Heist – Stop Robbing Yourself of Lasting Wealth