The Value of Charity—In Our Accounts, and in Our Hearts

When most people think of “charity,” they imagine writing a check or volunteering their time. But it is also the practice of giving others (and ourselves) the benefit of the doubt.

Our relationship with money is shaped by experiences and beliefs that guide our responses to financial matters. It’s easy to judge ourselves for feeling scarce, anxious, or defensive.

But instead of criticism, try curiosity: What stories from your family or past are informing your decisions now? Self-compassion is essential not just for peace of mind but for making better financial decisions.

When money conversations arise with others, old patterns surface fast. Here’s where charity becomes a foundation. By extending generous curiosity and understanding, you’ll find that many disagreements transform into opportunities for connection and teamwork.

And though it’s tempting to compare ourselves to others, practicing charity here means remembering that everyone’s journey is unique. By choosing to assume the best, we preserve both our relationships and our sense of financial wellbeing.

In financial planning, numbers are important. But often, it’s the quieter work—cultivating understanding, empathy, and charity—that carries the greatest return.

If you’d like to talk more about how your own experiences shape your decisions, please reach out. I’m just an email or phone call away.

Wishing you peace, prosperity, and charity in all your relationships.