1. “THE HEART OF MONEY” CO-CREATING A HARMONIOUS WORK/MONEY LIFE TOGETHER

2. 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.

3. 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.

4. 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

5. Key Fact: Money is a core survival issue. One that most have little, if any, preparation for.

6. 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.

7. 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.

8. 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.

9. I: Id

10. The Money Coaching Institute’s Eight Money Types InnocentFool VictimCreator/Artist WarriorTyrant MartyrMagician

11. 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.

12. You can determine your own Money Types on our website: moneycoachinginstitute.com

13. Take it online now if you wish! It is automatically scored for your convenience. Simply copy/paste your scores into an email and send it to me at dprice@money-therapy.com

14. 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

15. 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

16. The Warrior Driven Competitive Disciplined Goal oriented Financially successful Confident Generous Rescuers Discerning

17. The Martyr Wise Controlling Long-suffering Caretakers Self-sacrificing Perfectionist Can harbor resentment Passive-aggressive Compassionate

18. The Fool Risk-taker/Gambler Restless Undisciplined Impetuous Optimistic Overly generous Adventurous Lives for today

19. The Creator/Artist Highly artistic and/or spiritual Passive Internally motivated Detached Non-materialistic Seekers of truth Conflicted Love/hate relationship with money

20. The Tyrant Controlling Manipulative Fearful Secretive Oppressive Critical and judgmental Financially aggressive Unforgiving Often highly materialistic

21. Mine, Yours & Ours Patterns  Step One - Identify and Understand Your Individual Work/Money Types  Warrior/Martyr/Tyrant – Husband  Innocent/Fool /Victim - Wife

22. WHO’S DRIVING?  WHO’S RUNNING YOUR RELATIONSHIP’S MONEY DYNAMICS?  WHO’S THE DRIVER?  WHO’S THE PASSENGER?

23.  Why are these archetypes in your life and what do you have to learn from them?  Archetypes are teachers and allies in showing you where you need to grow!

24. Let’s hear from you… What questions or comments would you like to share?

25. The Money Coaching Institute www.MoneyCoachingInstitute.com dprice@money-therapy.com 415-895-1069