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

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

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“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 unconsciouspatterns, beliefs and behaviors around money through a step-by-step process.

Helps to create new levels of awareness fromwhich 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.

I:

Id

The Money Coaching Institute’s Eight Money Types

Innocent Fool

Victim Creator/Artist

Warrior Tyrant

Martyr Magician

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

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 [email protected]

Summary of The Eight Money TypesThe 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

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

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

The Fool Risk-taker/Gambler

Restless

Undisciplined

Impetuous

Optimistic

Overly generous

Adventurous

Lives for today

The Creator/Artist

Highly artistic and/or spiritual

Passive

Internally motivated

Detached

Non-materialistic

Seekers of truth

Conflicted

Love/hate relationship with money

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

materialistic

Mine, Yours & Ours Patterns

Step One - Identify and Understand Your Individual Work/Money Types

Warrior/Martyr/Tyrant – Husband Innocent/Fool /Victim - Wife

WHO’S DRIVING?

WHO’S RUNNING YOUR RELATIONSHIP’S MONEY DYNAMICS?

WHO’S THE DRIVER?

WHO’S THE PASSENGER?

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!

Let’s hear from you…

What questions or comments would you like to share?

The Money Coaching Institute

www.MoneyCoachingInstitute.com

[email protected]

415-895-1069