{"id":5712,"date":"2026-02-23T07:30:00","date_gmt":"2026-02-23T12:30:00","guid":{"rendered":"https:\/\/louisbarajas.com\/?p=5712"},"modified":"2026-02-22T23:23:34","modified_gmt":"2026-02-23T04:23:34","slug":"4-pasos-para-identificar-tu-jerarquia-de-mentalidad-financiera","status":"publish","type":"post","link":"https:\/\/louisbarajas.com\/es\/4-steps-to-identifying-your-financial-mindset-hierarchy\/","title":{"rendered":"Cuatro pasos para identificar tu jerarqu\u00eda de mentalidad financiera\u00a0\u00a0"},"content":{"rendered":"\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

4 Steps to Identifying Your Financial Mindset Hierarchy <\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Figure Out What Your Financial Mindset Is So You Can Get Where You Want to Be<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

I recently started working with a couple in their early 40s. My first assignment to them was to have them identify and rank order their top values. But as they shared their results with me, they were inadvertently sharing their money mindsets with me.\u00a0<\/span>\u00a0<\/span><\/p>

For example, the wife said that one of her values was success and stability because she didn\u2019t want to struggle like her parents struggled and overcome some of the limiting money beliefs they passed down to her. I asked her to tell me a story about that, and she shared that her parents thought that working for corporations made you evil, and money corrupted people.\u00a0<\/span>\u00a0<\/span><\/p>

As a result, she stayed stuck in survival because subconsciously she was holding herself back from moving toward more financial success because she believed it would mean she was corrupt or evil.\u00a0<\/p>

When I sit down with clients for the first time, I\u2019m really trying to understand how they think about money. And many Latinos I work with say they want to be rich, but to them being reach means security, peace, and the freedom to finally break the patterns our families carried.\u00a0<\/span>\u00a0<\/span><\/p>

In order to break those patterns, we need to understand what level we are in the Financial Mindset Hierarchy, which is a framework I created in my Finances con Corazon process that helps you understand where they are financially\u2014and why certain strategies work for some people but not for others. Not everyone is in the same place, and until someone understands their current level, it\u2019s easy to feel stuck using tools that don\u2019t fit their reality.\u00a0<\/span>\u00a0<\/span><\/p>

In our community especially, we\u2019ve been taught to compare. We look around and ask ourselves why we\u2019re not further along. We internalize the idea that if we just tried harder, saved more, or invested sooner, we would be \u201cahead.\u201d But financial progress isn\u2019t about comparison\u2014it\u2019s about meeting yourself where you are and moving forward intentionally. The hierarchy explains that people move through distinct stages in their financial lives, and each stage comes with different priorities, fears, and decision-making patterns. Financial progress is not about jumping stages. It\u2019s about taking the right step for the stage you\u2019re actually in.<\/span>\u00a0<\/span><\/p>

The Five Levels We Move Through\u00a0<\/span><\/b>\u00a0<\/span><\/h3>

The Financial Mindset Hierarchy explains that we move through distinct stages in our financial lives. Each stage comes with different priorities, fears, and decision-making patterns.<\/span>\u00a0<\/span><\/p>

The five levels are:<\/span>\u00a0<\/span><\/p>

Survival.<\/span><\/b> At this level, the focus is immediate: rent, food, utilities. There\u2019s often fear. Decisions are reactive. The nervous system is on high alert. People aren’t ready to talk about investing or retirement planning in this stage.\u00a0<\/span>\u00a0<\/span><\/p>

Struggle.<\/span><\/b> Bills are getting paid \u2014 sometimes \u2014 but there\u2019s stress. Debt may be growing. There\u2019s effort, but not yet breathing room. Hope and frustration often live side by side.<\/span>\u00a0<\/span><\/p>

Stability.<\/span><\/b> Your income covers expenses and you might be stashing away something in savings. Your decisions are less emotional and more intentional. It\u2019s important in this stage to implement some planning and systems and processes.\u00a0<\/span>\u00a0<\/span><\/p>

Success. <\/span><\/b>In this stage, your assets are growing and you have wealth-building tools in place. Your focus shifts from \u201cCan I make it?\u201d to \u201cHow do I optimize this?\u201d Strategy becomes more sophisticated.<\/span>\u00a0<\/span><\/p>

Significance. <\/span><\/b>In this stage, money starts becoming about legacy, impact, and meaning. You might start asking yourself: How do I serve? How do I lift others? How do I build something that outlives me?<\/span>\u00a0<\/span><\/p>

None of these levels define your worth, they\u2019re just markers of your current reality. And when we tell the truth about where we are, we can figure out a path to get to where we want to be.\u00a0<\/span>\u00a0<\/span><\/p>

One of the core philosophies I teach my Corazon Financial Advocates is that we must meet people where they are. If someone in Survival tries to implement strategies designed for Success, they\u2019ll feel like they are failing. If someone in Stability continues to operate from a Struggle mindset, they may remain stuck even with adequate income. This is why we always integrate money, mindset, and meaning. Money is tools and behavior. Mindset is beliefs and psychology. Meaning is purpose, fulfillment, and legacy. If we don\u2019t address all three, we create friction.<\/span>\u00a0<\/span><\/p>

How to Figure Out What Stage You\u2019re In<\/span><\/b>\u00a0<\/span><\/h3>

Before you start talking about investments, insurance, estate planning, or any sophisticated financial planning strategy, you need to understand your current financial mindset. This framework helps you identify where you truly is are so you can map out a path to where you want to go.\u00a0<\/span>\u00a0<\/span><\/p>

Here are four steps to figure out what part of the hierarchy you\u2019re currently in:\u00a0<\/span>\u00a0<\/span><\/p>

Step. 1: Identify your current level. <\/span><\/b>This requires honest reflection. Consider what stage best describes your present reality\u2014not where you wish you were, not where your friends are, and not where social media says you should be. Honesty matters more than anything else during this step.\u00a0<\/span>\u00a0<\/span><\/p>

Step 2: Name the challenges of that level. <\/span><\/b>Each stage in the hierarchy comes with predictable stressors, fears, and patterns. When we name those challenges, we reduce shame and normalize the experience. Instead of thinking, \u201cSomething is wrong with me,\u201d the client begins to see, \u201cThis is part of this stage.\u201d That shift alone can lower anxiety and increase confidence.<\/span>\u00a0<\/span><\/p>

Step 3: Clarify the next step. <\/span><\/b>The goal of this stage isn\u2019t to jump from Survival to Success overnight, it\u2019s to gradually make small progress until you move from one level to the next. Small progress at the right stage creates momentum. When you focus on the appropriate next move, rather than a dramatic leap, you build stability and trust in themselves.<\/span>\u00a0<\/span><\/p>

Step 4: Anchor in meaning. <\/span><\/b>Regardless of the level you are in, I encourage you to connect your finances to your purpose, values, and the life you want to live. Money without meaning leads to burnout. But when financial effort is tied to family, dignity, freedom, faith, or legacy, motivation lasts longer than fear or fatigue.<\/span>\u00a0<\/span><\/p>

I built this framework to liberate you. Stop shaming yourself for not being further along. Just start building from the truth. You aren\u2019t behind. You are not broken. You are at a stage\u2014and stages change when you move forward with clarity, courage, and comunidad. That is how we move from Survival to Stability, from Stability to Success, and from Success to Significance\u2014one intentional step at a time, con coraz\u00f3n.<\/span>\u00a0<\/span><\/p>

\u00a0<\/span><\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/article><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Author<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t
Louis Barajas<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\tFacebook<\/span>\n\t\t\t\t\t\t<\/i>\t\t\t\t\t<\/a>\n\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\tYoutube<\/span>\n\t\t\t\t\t\t<\/i>\t\t\t\t\t<\/a>\n\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\tTiktok<\/span>\n\t\t\t\t\t\t<\/i>\t\t\t\t\t<\/a>\n\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\tInstagram<\/span>\n\t\t\t\t\t\t<\/i>\t\t\t\t\t<\/a>\n\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

4 Steps to Identifying Your Financial Mindset Hierarchy Figure Out What Your Financial Mindset Is So You Can Get Where You Want to Be I recently started working with a couple in their early 40s. My first assignment to them was to have them identify and rank order their top values. But as they shared […]<\/p>\n","protected":false},"author":1,"featured_media":5714,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"","ast-site-content-layout":"full-width-container","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"disabled","ast-banner-title-visibility":"disabled","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"disabled","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[71,65,72],"tags":[],"class_list":["post-5712","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finances-con-corazon","category-financial-planning","category-mindset"],"yoast_head":"\n4 Steps to Identifying Your Financial Mindset Hierarchy\u00a0\u00a0 - Louis Barajas<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/louisbarajas.com\/es\/4-pasos-para-identificar-tu-jerarquia-de-mentalidad-financiera\/\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"4 Steps to Identifying Your Financial Mindset Hierarchy\u00a0\u00a0 - Louis Barajas\" \/>\n<meta property=\"og:description\" content=\"4 Steps to Identifying Your Financial Mindset Hierarchy Figure Out What Your Financial Mindset Is So You Can Get Where You Want to Be I recently started working with a couple in their early 40s. My first assignment to them was to have them identify and rank order their top values. But as they shared […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/louisbarajas.com\/es\/4-pasos-para-identificar-tu-jerarquia-de-mentalidad-financiera\/\" \/>\n<meta property=\"og:site_name\" content=\"Louis Barajas\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/LouisBarajas\/\" \/>\n<meta property=\"article:author\" content=\"https:\/\/www.facebook.com\/LouisBarajas\/\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-23T12:30:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/louisbarajas.com\/wp-content\/uploads\/2026\/02\/1-2.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2000\" \/>\n\t<meta property=\"og:image:height\" content=\"1333\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Louis Barajas\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@https:\/\/twitter.com\/louisbarajas\" \/>\n<meta name=\"twitter:site\" content=\"@louisbarajas\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Louis Barajas\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/\"},\"author\":{\"name\":\"Louis Barajas\",\"@id\":\"https:\/\/louisbarajas.com\/#\/schema\/person\/c2d67420baaaec358da2b8ca402eabf8\"},\"headline\":\"4 Steps to Identifying Your Financial Mindset Hierarchy\u00a0\u00a0\",\"datePublished\":\"2026-02-23T12:30:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/\"},\"wordCount\":1121,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/louisbarajas.com\/#\/schema\/person\/c2d67420baaaec358da2b8ca402eabf8\"},\"image\":{\"@id\":\"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/louisbarajas.com\/wp-content\/uploads\/2026\/02\/1-2.png\",\"articleSection\":[\"Finances con Corazon\",\"Financial Planning\",\"Mindset\"],\"inLanguage\":\"es\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/\",\"url\":\"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/\",\"name\":\"4 Steps to Identifying Your Financial Mindset Hierarchy\u00a0\u00a0 - Louis Barajas\",\"isPartOf\":{\"@id\":\"https:\/\/louisbarajas.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/louisbarajas.com\/wp-content\/uploads\/2026\/02\/1-2.png\",\"datePublished\":\"2026-02-23T12:30:00+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#breadcrumb\"},\"inLanguage\":\"es\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"es\",\"@id\":\"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#primaryimage\",\"url\":\"https:\/\/louisbarajas.com\/wp-content\/uploads\/2026\/02\/1-2.png\",\"contentUrl\":\"https:\/\/louisbarajas.com\/wp-content\/uploads\/2026\/02\/1-2.png\",\"width\":2000,\"height\":1333},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/louisbarajas.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"4 Steps to Identifying Your Financial Mindset Hierarchy\u00a0\u00a0\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/louisbarajas.com\/#website\",\"url\":\"https:\/\/louisbarajas.com\/\",\"name\":\"https:\/\/louisbarajas.com\/\",\"description\":\"Financial Life Healer\",\"publisher\":{\"@id\":\"https:\/\/louisbarajas.com\/#\/schema\/person\/c2d67420baaaec358da2b8ca402eabf8\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/louisbarajas.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"es\"},{\"@type\":[\"Person\",\"Organization\"],\"@id\":\"https:\/\/louisbarajas.com\/#\/schema\/person\/c2d67420baaaec358da2b8ca402eabf8\",\"name\":\"Louis Barajas\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"es\",\"@id\":\"https:\/\/louisbarajas.com\/wp-content\/uploads\/2023\/05\/2.jpg\",\"url\":\"https:\/\/louisbarajas.com\/wp-content\/uploads\/2023\/05\/2.jpg\",\"contentUrl\":\"https:\/\/louisbarajas.com\/wp-content\/uploads\/2023\/05\/2.jpg\",\"width\":512,\"height\":512,\"caption\":\"Louis Barajas\"},\"logo\":{\"@id\":\"https:\/\/louisbarajas.com\/wp-content\/uploads\/2023\/05\/2.jpg\"},\"description\":\"Louis is an experienced financial advisor and motivational speaker dedicated to helping individuals and businesses achieve financial greatness. With a passion for empowering others, he combines his expertise in personal finance with his engaging communication style to inspire positive change and transformation.\",\"sameAs\":[\"https:\/\/louisbarajas.com\",\"https:\/\/www.facebook.com\/LouisBarajas\/\",\"https:\/\/www.instagram.com\/louisbarajas\/\",\"https:\/\/www.linkedin.com\/in\/louis-barajas-mba-cfp-ea-17287b4\/\",\"https:\/\/x.com\/https:\/\/twitter.com\/louisbarajas\",\"https:\/\/www.youtube.com\/channel\/UCkT4khd9rIVaJ87MB77rhTQ\"],\"url\":\"https:\/\/louisbarajas.com\/es\/author\/aea842b0_admin\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Cuatro pasos para identificar tu jerarqu\u00eda de mentalidad financiera - Louis Barajas","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/louisbarajas.com\/es\/4-pasos-para-identificar-tu-jerarquia-de-mentalidad-financiera\/","og_locale":"es_MX","og_type":"article","og_title":"4 Steps to Identifying Your Financial Mindset Hierarchy\u00a0\u00a0 - Louis Barajas","og_description":"4 Steps to Identifying Your Financial Mindset Hierarchy Figure Out What Your Financial Mindset Is So You Can Get Where You Want to Be I recently started working with a couple in their early 40s. My first assignment to them was to have them identify and rank order their top values. But as they shared […]","og_url":"https:\/\/louisbarajas.com\/es\/4-pasos-para-identificar-tu-jerarquia-de-mentalidad-financiera\/","og_site_name":"Louis Barajas","article_publisher":"https:\/\/www.facebook.com\/LouisBarajas\/","article_author":"https:\/\/www.facebook.com\/LouisBarajas\/","article_published_time":"2026-02-23T12:30:00+00:00","og_image":[{"width":2000,"height":1333,"url":"https:\/\/louisbarajas.com\/wp-content\/uploads\/2026\/02\/1-2.png","type":"image\/png"}],"author":"Louis Barajas","twitter_card":"summary_large_image","twitter_creator":"@https:\/\/twitter.com\/louisbarajas","twitter_site":"@louisbarajas","twitter_misc":{"Escrito por":"Louis Barajas","Tiempo de lectura":"6 minutos"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#article","isPartOf":{"@id":"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/"},"author":{"name":"Louis Barajas","@id":"https:\/\/louisbarajas.com\/#\/schema\/person\/c2d67420baaaec358da2b8ca402eabf8"},"headline":"4 Steps to Identifying Your Financial Mindset Hierarchy\u00a0\u00a0","datePublished":"2026-02-23T12:30:00+00:00","mainEntityOfPage":{"@id":"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/"},"wordCount":1121,"commentCount":0,"publisher":{"@id":"https:\/\/louisbarajas.com\/#\/schema\/person\/c2d67420baaaec358da2b8ca402eabf8"},"image":{"@id":"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#primaryimage"},"thumbnailUrl":"https:\/\/louisbarajas.com\/wp-content\/uploads\/2026\/02\/1-2.png","articleSection":["Finances con Corazon","Financial Planning","Mindset"],"inLanguage":"es","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/","url":"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/","name":"Cuatro pasos para identificar tu jerarqu\u00eda de mentalidad financiera - Louis Barajas","isPartOf":{"@id":"https:\/\/louisbarajas.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#primaryimage"},"image":{"@id":"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#primaryimage"},"thumbnailUrl":"https:\/\/louisbarajas.com\/wp-content\/uploads\/2026\/02\/1-2.png","datePublished":"2026-02-23T12:30:00+00:00","breadcrumb":{"@id":"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#breadcrumb"},"inLanguage":"es","potentialAction":[{"@type":"ReadAction","target":["https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/"]}]},{"@type":"ImageObject","inLanguage":"es","@id":"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#primaryimage","url":"https:\/\/louisbarajas.com\/wp-content\/uploads\/2026\/02\/1-2.png","contentUrl":"https:\/\/louisbarajas.com\/wp-content\/uploads\/2026\/02\/1-2.png","width":2000,"height":1333},{"@type":"BreadcrumbList","@id":"https:\/\/louisbarajas.com\/4-steps-to-identifying-your-financial-mindset-hierarchy\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/louisbarajas.com\/"},{"@type":"ListItem","position":2,"name":"4 Steps to Identifying Your Financial Mindset Hierarchy\u00a0\u00a0"}]},{"@type":"WebSite","@id":"https:\/\/louisbarajas.com\/#website","url":"https:\/\/louisbarajas.com\/","name":"https:\/\/louisbarajas.com\/","description":"Sanador de la vida financiera","publisher":{"@id":"https:\/\/louisbarajas.com\/#\/schema\/person\/c2d67420baaaec358da2b8ca402eabf8"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/louisbarajas.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"es"},{"@type":["Person","Organization"],"@id":"https:\/\/louisbarajas.com\/#\/schema\/person\/c2d67420baaaec358da2b8ca402eabf8","name":"Luis Barajas","image":{"@type":"ImageObject","inLanguage":"es","@id":"https:\/\/louisbarajas.com\/wp-content\/uploads\/2023\/05\/2.jpg","url":"https:\/\/louisbarajas.com\/wp-content\/uploads\/2023\/05\/2.jpg","contentUrl":"https:\/\/louisbarajas.com\/wp-content\/uploads\/2023\/05\/2.jpg","width":512,"height":512,"caption":"Louis Barajas"},"logo":{"@id":"https:\/\/louisbarajas.com\/wp-content\/uploads\/2023\/05\/2.jpg"},"description":"Louis es un asesor financiero con amplia experiencia y conferencista motivacional dedicado a ayudar a personas y empresas a alcanzar la excelencia financiera. Apasionado por empoderar a los dem\u00e1s, combina su experiencia en finanzas personales con su estilo de comunicaci\u00f3n atractivo para inspirar cambios positivos y transformaciones.","sameAs":["https:\/\/louisbarajas.com","https:\/\/www.facebook.com\/LouisBarajas\/","https:\/\/www.instagram.com\/louisbarajas\/","https:\/\/www.linkedin.com\/in\/louis-barajas-mba-cfp-ea-17287b4\/","https:\/\/x.com\/https:\/\/twitter.com\/louisbarajas","https:\/\/www.youtube.com\/channel\/UCkT4khd9rIVaJ87MB77rhTQ"],"url":"https:\/\/louisbarajas.com\/es\/author\/aea842b0_admin\/"}]}},"jetpack_featured_media_url":"https:\/\/louisbarajas.com\/wp-content\/uploads\/2026\/02\/1-2.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/louisbarajas.com\/es\/wp-json\/wp\/v2\/posts\/5712","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/louisbarajas.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/louisbarajas.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/louisbarajas.com\/es\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/louisbarajas.com\/es\/wp-json\/wp\/v2\/comments?post=5712"}],"version-history":[{"count":16,"href":"https:\/\/louisbarajas.com\/es\/wp-json\/wp\/v2\/posts\/5712\/revisions"}],"predecessor-version":[{"id":5730,"href":"https:\/\/louisbarajas.com\/es\/wp-json\/wp\/v2\/posts\/5712\/revisions\/5730"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/louisbarajas.com\/es\/wp-json\/wp\/v2\/media\/5714"}],"wp:attachment":[{"href":"https:\/\/louisbarajas.com\/es\/wp-json\/wp\/v2\/media?parent=5712"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/louisbarajas.com\/es\/wp-json\/wp\/v2\/categories?post=5712"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/louisbarajas.com\/es\/wp-json\/wp\/v2\/tags?post=5712"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}