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.

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

2. 62% of Americans
Aligning your values, your money and your behavior for long term financial security

3. 70% of Americans
Aligning your values, your money and your behavior for long term financial security

4. 60% of Americans
Aligning your values, your money and your behavior for long term financial security

5. Unknown…
Aligning 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 Thinking
Money
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 can’t always care for herself
Why
She is the mother of my granddaughter
Why
I want to make sure my granddaughter has a good life
Core value: Love of granddaughter
Aligning 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 life
Everything
else
Aligning your values, your money and your behavior for long term financial security

14. #2 Check Your Behavior
Aligning 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 life
Everything
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
clubs
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

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 session—get 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….
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Aligning your values, your money and your behavior for long term financial security