Explore and identify your personal story.
Identify underlying beliefs and attitudes carried forth into your present life.
Name the dominant voice influencing your decisions with regards to money.
Complete a comprehensive interactive questionnaire.
Review and identify shifts occurring since initial session
Explore the deep connection between behaviors and one’s inner child’s needs
Connect spending patterns to self worth
Identify new methods of self care other than spending
Discuss unexposed attitudes and biases towards those with money
Compile list of inflows and outflows
Assess debt and the cost of borrowing/interest rates/due dates
Evaluate risks and how to address them
Analyze budget to find effective tools for saving
Discuss fears relating to money
Brainstorm on ways to enhance income streams
Create a reward system for increased productivity
Set short and long term financial goals
Assess one’s personal definition of wealth
Review and revise inflows and outflows
Create daily, weekly and monthly protocols
Evaluate progress and fine tune objectives
Set long term qualitative and quantitative goals