Friday, November 14, 2014

Changing Social Class Leads To, Who Am I?

What happens to us when we move up or down in social class? Typically, the values and views that we developed as children are challenged. In our married life this an area ripe for arguments

For most of us, the way that we were raised forms our core financial identity. Our core financial identity informs many unspoken rules about our personal values and the way that money is to be used in our lives. Hence, this is why we feel challenged when we experience a shift up or down in social class. Such feelings also are brought on when we encounter people of other social classes than our own, because most often, these individuals hold different values that sometimes challenge our own values.

As we move across social classes, we enter into new rules, and new ways of relating to people. If a part of our core identity does not have flexibility, then we become overwhelmed by the transition and do everything we can to revert back to a place of comfort and familiarity. Much of this happens at a subconscious level.

Let's look at two examples of dealing with change in social class, one which is commonly known, and one which is much less known. First, let’s think about young new professional athletes, entering into a pro sport, who perhaps may have come from humble beginnings and little money. These athletes enter into their new world flooded with an abundance of cash and opportunity unlike they have ever imagined. Sure, they may have dreamed of having loads of money and success—which is likely a contributing factor to how they reached the amazing level of success that they have achieved—however, too often, athletes in these types of situations forget one important thing: They forget to consider the necessary work needed to realign their core identity with their change in social class. As a result, inside, deep down, they likely still see themselves as someone from humble beginnings, and so they live out the deeply ingrained cultural values of a lower social class. This works fine, until their careers come to an end and their cash flow is cut off. For many of these professional athletes, they end up right back where they started from, and sometimes find themselves in worse shape than before. That is, they now have to figure out how to deal with the financial trauma of moving up in social class, and then slamming back down in social class, all without the necessary core identity changes along the way.

The second example probably happens more often than the first, yet it tends to get much less press. For the second example, let’s think about a young couple who have decided to start a young family. For comparisons sake, let’s say that they too have come from humble beginnings, like the professional athlete. This couple has taken the time to educate themselves and have now gotten to a place where they are successful professionals.

However, with the demands of two full-time professional careers, and their growing family, they need some additional help around the house. Though they both have full-time jobs, the wife is primarily responsible for managing their home. As a result, she proposes to her husband that they hire a housekeeper. Her husband’s reaction is not what she expects, as he grew up in a family where his family and their friends where “the cleaning people.” Feeling somewhat disgraced by her request, he says to her "we can't hire my people" to do this kind of work for us.

In sum, though the husband is a successful and well-educated professional, for him, the idea of hiring someone to clean his home does not mesh well with the core financial identity he grew up with. For the husband, there is an implication and remembered resentment of the families that used to hire his family to clean their homes, and he thinks to himself, “I don't not want to be one of those people.” The husband’s core financial identity is rigid on the topic of “hiring household help” because he has continued to identify with his lower social class, though he and his wife together earn a much higher level of income than his own parents did. He has not adequately adjusted his core financial identity since moving up in social class. Obvious differences of core financial identity between he and his wife lead to loads of frustration. They do not know how to move forward on this subject, and so they continue to fight. Ultimately, the stress of their financial identity differences takes its toll, and the couple grows apart from each other.

It can be more difficult than imagined, to cross social classes.  Many people imagine that having more money would provide them with greater opportunity. It can; however, such change requires a person to reestablish his/her core financial identity. You have to develop a new set of skills and abilities to be able to manage your money well. You must become aware of your own internal rules about money, the purposes they served at your previous economic level, and how some of those rules may no longer be relevant.

For me, one social class rule in particular that has evolved as my work has changed, relates to “packing my lunch” as a money saving strategy. Growing up in the blue collar middle class, I have always practiced this money saving rule. Yet, the more I grow my business and find myself working with white collar professionals, “having lunch out” is not only a normal practice, it is expected. I have realized that eating out for lunch within this different social class is not so much about the food as it is a way to share ideas, to network, and to build working relationships over a meal. Because these opportunities are important in helping me to continue to grow my business, it has become vital for me to readjust my thinking regarding this financial rule, and I have had to reestablish a part of my own, previous core financial identity.


To start the shift in your core financial identity it will take time in reflection. You will want to consider the rules about money and its use you learned during your upbringing. Then compare them to the rules that you observe for where you live now. Don’t rush this process, often the social class rules we live by are subtle and not always so obvious. With time and observation you can start to determine which social class rules you want to participate in and which ones you prefer to avoid.

No comments:

Post a Comment