Presentation on theme: "“THE HEART OF MONEY” CO-CREATING A HARMONIOUS WORK/MONEY LIFE TOGETHER."— Presentation transcript:
“THE HEART OF MONEY” CO-CREATING A HARMONIOUS WORK/MONEY LIFE TOGETHER
What is Money Coaching? Money Coaching is a rapidly growing field and new paradigm. Bridges two worlds, the financial services industry and the field of psychology. Works with people around their unconscious patterns, beliefs and behaviors around money through a step-by-step process. Helps to create new levels of awareness from which positive financial change can occur.
What is Money Coaching? Identifies underlying “hard-wired” patterns. Determines “core” money behaviors that stem from this patterning. Helps clients gain awareness into their unconscious patterns, beliefs and behaviors and how they influence their financial life. Coaches and supports clients through positive change and helps to become financially empowered.
Common Issues with Couples who Work Together Conflicting money & work patterns Unconscious roles assumed Unclear agreements Boundary issues Unexpressed emotions (anger; resentment) Differences in communication styles Clash of values & priorities Issues of control and power
Key Fact: Money is a core survival issue. One that most have little, if any, preparation for.
According to the Center for Financial Social Work, money issues are: The # 1 Stressor in peoples’ lives. The # 1 Cause of divorce. A major source of depression, anxiety, and insomnia An emotional roller coaster that diminishes decision making and coping skills.
How Can Couples Change This? By moving beyond the “money taboo” and learning to talk about money openly. By accepting that many of our money beliefs may be flawed and need to be re-calibrated. By recognizing that as an adult, we have the power through awareness to change our patterns and challenge our beliefs.
Work Together Harmoniously Understand your core money & work patterns Creating clear roles and agreements Establishing healthy boundaries Learn to speak your truth, communicate clearly Respect your differences Become aligned in your vision & value Learn to empower, rather than control one another.
These all can exist to some degree in each of us. They are not your personality. They are not “who we are” but “where you are” with respect to work and money.
You can determine your own Money Types on our website: moneycoachinginstitute.com
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Summary of The Eight Money Types The Innocent Financially Passive Naive Fearful/Anxious Indecisive Seeks Security Financially dependent Non-confrontational Feel powerless Repress feelings and beliefs Ostrich approach to money
The Victim Prone to blaming others Highly emotional Lives in the past Passive Aggressive Feels betrayed Disempowered Resentful Unforgiving Often has been “victimized” Living out a self-fulfilling prophecy