building financial bridges while breaking mindset barriers

Anita R Johnson & Associates, FiAnita R Johnson & Associates, Financial Psychologist ( c ) 1998-2nancial Psychologist ( c ) 1998-2016016

Building Financial Bridges Building Financial Bridges While Breaking Mindset While Breaking Mindset

Barriers Barriers Anita R Johnson, Financial Psychologist Anita R Johnson, Financial Psychologist



BarriersBarriers Develop Financial Healthy HabitsDevelop Financial Healthy Habits Financial Spending PlanFinancial Spending Plan Money Thermostat-Money PersonalityMoney Thermostat-Money Personality Smart Financial ValuesSmart Financial Values QuestionsQuestions


Develop Financial Develop Financial Healthy HabitsHealthy Habits

Start Where You AreStart Where You Are Make a Date With Your FinancesMake a Date With Your Finances Create an Investment PlanCreate an Investment Plan Create a Financial Spending PlanCreate a Financial Spending Plan Know Your WeaknessesKnow Your Weaknesses Develop a Wish ListDevelop a Wish List Be RealisticBe Realistic


Develop Financial Develop Financial Healthy HabitsHealthy Habits

-Be Disciplined -Be Disciplined -Stay Focused -Stay Focused -Have Fun -Have Fun


Financial Spending PlanFinancial Spending Plan Planning Planning PreparePrepare ProceedProceed

Tracking WorksheetTracking Worksheet Monthly IncomeMonthly Income

Monthly ExpensesMonthly Expenses


Money Thermostat-Money Thermostat-Money PersonalityMoney Personality

1-299 The Danger Zone1-299 The Danger Zone 300-399 The Caution Zone300-399 The Caution Zone 400-499 The Comfort Zone400-499 The Comfort Zone 500-599 The Action Zone500-599 The Action Zone


Smart Financial ValuesSmart Financial Values Do You Have Smart Financial Values?Do You Have Smart Financial Values?

Where Did You Get Your Smart Financial Where Did You Get Your Smart Financial Values?Values?

What If I Don’t Have Smart Financial What If I Don’t Have Smart Financial Values? Values?


Smart Financial ValuesSmart Financial Values If you had an extra $100 what are the two If you had an extra $100 what are the two

items would your money on? items would your money on? Self/Others?Self/Others?

HousingHousing EducationEducation RetirementRetirement EntertainmentEntertainment Personal AppearancePersonal Appearance VacationVacation HobbiesHobbies



BarriersBarriersFinancial Mindset + Financial Financial Mindset + Financial

Knowledge + Financial Power= Your Knowledge + Financial Power= Your Financial VoiceFinancial Voice


QuestionsQuestions QuestionsQuestions

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Anita R Johnson, Financial Psychologist Anita R Johnson, Financial Psychologist 916-572-9033916-572-9033

http://anitarjohnson.com/http://anitarjohnson.com/ [email protected]@gmail.com

http://anitarjohnson.com/

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building financial bridges while breaking mindset barriers

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