What Your Enneagram Says About Your Finances with Portia Jackson

11: What Your Enneagram Says About Your Finances with Portia Jackson

Do you love handling the financial side of your business or hate it? 

Portia Jackson is joining me in this episode because I love her approach to finances. 

Finance is in my drudgery zone, so I am learning just as much from her as I know you will while you listen!

We’re talking about aligning your money with your life using the Enneagram. The Enneagram is a great tool to better understand your own thinking and the way you relate to others, but have you ever heard it applied to finances before? You’re going to love the way Portia explains this. It’s a total game-changer if, like me, you don’t love handling your finances. 

Portia R. Jackson, CFP® is obsessed with all things related to personal finance, designing your fulfilled life, and the Enneagram! After leaving her corporate job as a rocket scientist, she completed a certification in Personal Financial Planning from UCLA, got her CERTIFIED FINANCIAL PLANNER™ professional designation, and helped hundreds of Fortune 500 employees as a Financial Wellness Coach at PricewaterhouseCoopers. She transformed her love of personal finance, organization, and personal development into a step-by-step system to help entrepreneurs and driven professionals make the most of their money through her company Hello Portia.

In This Episode, You’ll Discover:

  • Why people don’t like to talk about money 
  • How different Enneagrams approach finances differently 
  • Bringing your view of the world to your finances 
  • Understanding your Enneagram 
  • Using the Enneagram to step into your identity 
  • Figuring out what your version of a fulfilled life looks like 
  • Aligning your finances with the life you want 
  • Focusing on one thing at a time 

I hope this episode helps you look at your finances in a new way. If you don’t know your Enneagram, I strongly recommend you do some Googling to find out what your number is. You’ll be surprised how much you learn about yourself! 

If you want to better understand your unique relationship with money, check out Portia’s free Wealth Building Superpower guide at www.helloportia.com/superpower.



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I’m a small-town Oklahoma girl living the big city life in Houston, Texas with even BIGGER dreams. I was an elementary school teacher turned marriage and family therapist with a passion for helping families live their best lives.

About Amy

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Jesus' Daughter, Wife, Mom, CEO, Licensed Marriage & Family Therapist, High-Performance Business Coach, Podcast Host, & Professional Taco-Eater