cbc making-friends-with-your-money talk

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This is an interactive workshop about aligning personal values with beliefs and behavior around money. I've given this presentation a half dozen times so far and received great responses. People are really engaged, and many take action which is the ultimate goal.

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  • 1. Making Friends With Your Money Presented by: Susan Larson September 24, 2013Aligning your values, your money and your behavior for long term financial security

2. 62% of AmericansAligning your values, your money and your behavior for long term financial security 3. 70% of AmericansAligning your values, your money and your behavior for long term financial security 4. 60% of AmericansAligning your values, your money and your behavior for long term financial security 5. UnknownAligning your values, your money and your behavior for long term financial security 6. Who can relate to one of these?Aligning your values, your money and your behavior for long term financial security 7. The mustard connection!Aligning your values, your money and your behavior for long term financial security 8. 3 Steps to make friends with your money Change your thinking Check your behavior and your spending Take action!Aligning your values, your money and your behavior for long term financial security 9. #1 Change Your ThinkingMoney Makes Me Happy Aligning your values, your money and your behavior for long term financial security 10. #1 Change Your Thinking???????? is the #1 most important thing to me. It is what makes my life happy. Aligning your values, your money and your behavior for long term financial security 11. #1 Change Your Thinking The most important thing in my life is to be happy. I am happy when I am being of service and allowing everything that I need and want in order to do that to flow into my life and through my life.Aligning your values, your money and your behavior for long term financial security 12. Core Values Worksheet Real life example: What is the most important thing to you? Leaving a legacy for my adult daughter Why I want her to be secure Why I love her Why She has mental health & substance abuse issues and cant always care for herself Why She is the mother of my granddaughter Why I want to make sure my granddaughter has a good lifeCore value: Love of granddaughterAligning your values, your money and your behavior for long term financial security 13. #2 Check Your Behavior The #1 thing that brings joy, security, and peace to my lifeEverything else Aligning your values, your money and your behavior for long term financial security 14. #2 Check Your BehaviorAligning your values, your money and your behavior for long term financial security 15. #2 Check Your Spending The #1 thing that brings joy, security, and peace to my lifeEverything else Aligning your values, your money and your behavior for long term financial security 16. #3 Take Action!Aligning your values, your money and your behavior for long term financial security 17. #3 Take Correct Action!Aligning your values, your money and your behavior for long term financial security 18. #1 + # 2 = Correct Action! Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver. Ayn Rand Aligning your values, your money and your behavior for long term financial security 19. Some things to consider Being good with money is like being good with cards. Aligning your values, your money and your behavior for long term financial security 20. Some things to consider Money spent on one thing is still the same as money spent on something else. Aligning your values, your money and your behavior for long term financial security 21. Some things to consider No one who is good at building houses has an emotional problem with hammers. Aligning your values, your money and your behavior for long term financial security 22. The Sales Pitch Touching lives and securing futures Not for Profit Founded in 1883 770,000+ members $12.4 billion in assets 2,400 local chapters 875 youth service clubsThree part mission Financial security for families, through life insurance, annuity, investment and banking products. Quality family life, through member benefits and local fraternal activities. Community impact, through local volunteer projects.Aligning your values, your money and your behavior for long term financial security 23. The Sales Pitch Touching lives and securing futures Three part mission Financial security for families, through life insurance, annuity, investment and banking products. Quality family life, through member benefits and local fraternal activities. Community impact, through local volunteer projects.Aligning your values, your money and your behavior for long term financial security 24. Thank you! Feedback card Free one hour strategy sessionget to the heart of the matter Questions? Aligning your values, your money and your behavior for long term financial security 25. Thank you! If you had fun & learned something of value. www.facebook.com/SusanLarsonFinancialAdviserNorthernColoradoLike, share, comment www.linkedin.com/in/susanlarson1/Connect, endorse, recommend Aligning your values, your money and your behavior for long term financial security

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