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Interior Data Gathering. Money History Interview (C) 2003 - 2012 First Financial Systems, Inc. 5.

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Presentation on theme: "Interior Data Gathering. Money History Interview (C) 2003 - 2012 First Financial Systems, Inc. 5."— Presentation transcript:

1 Interior Data Gathering

2 Money History Interview (C) First Financial Systems, Inc. 5

3 Homework Money Scripts Money Scripts Money Egg Money Egg Money Atom Money Atom (C) First Financial Systems, Inc.

4 Money Egg 15 (C) First Financial Systems, Inc.

5 Money Egg Exercise Draw an egg Draw an egg Start with earliest money memory. Earning, receiving, giving, borrowing, or saving. Times someone financially hurt, betrayed, abused, neglected, or took advantage of you Start with earliest money memory. Earning, receiving, giving, borrowing, or saving. Times someone financially hurt, betrayed, abused, neglected, or took advantage of you Start at the bottom of the egg Start at the bottom of the egg Drawing segments to represent each incident Drawing segments to represent each incident Progress from past to present Progress from past to present Use your non-dominate hand Use your non-dominate hand (C) First Financial Systems, Inc. 15

6 My Egg (C) First Financial Systems, Inc. 19

7 Draw Your Egg (C) First Financial Systems, Inc. 20

8 Money Egg Exercise Draw an egg Draw an egg Start with earliest money memory. Earning, receiving, giving, borrowing, or saving. Times someone financially hurt, betrayed, abused, neglected, or took advantage of you Start with earliest money memory. Earning, receiving, giving, borrowing, or saving. Times someone financially hurt, betrayed, abused, neglected, or took advantage of you Start at the bottom of the egg Start at the bottom of the egg Drawing segments to represent each incident Drawing segments to represent each incident Progress from past to present Progress from past to present Use your non-dominate hand Use your non-dominate hand (C) First Financial Systems, Inc. 20

9 (C) First Financial Systems, Inc. Money Egg Exercise Use your dominate hand and go back and attach a feeling to each incident Use your dominate hand and go back and attach a feeling to each incident Put a - or a + by each event, add up, ratio Put a - or a + by each event, add up, ratio Identify the top three positive and negative events Identify the top three positive and negative events What are the themes or the moral of the story? What are the themes or the moral of the story? Are there any symbols youve forgotten? Are there any symbols youve forgotten? Result of disassociation due to trauma. Result of disassociation due to trauma. 30

10 Share Your Story (C) First Financial Systems, Inc. 35

11 Emotional Listening Break into groups of two Break into groups of two Each of you will have 5 minutes to tell your story Each of you will have 5 minutes to tell your story Switch after 5 minutes Switch after 5 minutes Listeners: no advice, relating to, or opinions Listeners: no advice, relating to, or opinions If you must talk; Tell me more about… If you must talk; Tell me more about… (C) First Financial Systems, Inc. 35

12 Q & A (C) First Financial Systems, Inc. 50

13 Rick Kahler MS, CFP, ChFC


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