This presentation discusses how your financial operating system or "money scripts" are developed from a young age based on your environment and influence your financial behavior unconsciously. It identifies common money scripts such as money avoidance, money worship, money status, and money vigilance. The most important belief for financial success is the importance of saving for the future. One can change limiting money scripts through awareness, repetition of positive affirmations, immersion in educational materials, and working with a financial coach specialized in mindset work.

1. FINANCEP L A N N E R P R E S E N TAT I O N T E M P L AT E

2. W h a t ’ s Y o u r F i n a n c i a l O S ?
C h o o s e F I - A t l a n t a
J u n e 1 3 , 2 0 1 9
LISADUKE.NET

3. How is a Baby Like a Server?
LisaDuke.net

4. Why Does Your Mental OS Matter?
LisaDuke.net

5. Subconscious – Filtering, Auto Pilot
LisaDuke.net

6. How Do I Know What Financial OS I Have?
LisaDuke.net

7. Money Avoidance
LisaDuke.net
“When money is a
force that stirs up fear
and anxiety, it
becomes the villain.”
• Financial denial
• Financial rejection
• Excessive risk
aversion
• Underspending

8. Money Worship
LisaDuke.net
“…regardless of our
personal behaviors,
liabilities, or limitations,
with the wave of a magic
wand, a pile of cash will
appear and solve all our
problems.”
• Hoarding
• Unreasonable Risk
Taking
• Pathological Gambling
• Workaholism
• Overspending
• Compulsive Buying
Disorder

9. Money Status
LisaDuke.net
“link their self-worth
with their net worth.
They may prioritize
outward displays of
wealth, and hiding
expenditures from
their spouses”
• Overspending
• Gambling
• Financial Infidelity
• Financial
Dependence

10. Money Vigilance
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“They believe it is
important to save and
for people to work for
their money and not
be given financial
handouts”.

11. The Most Important Belief
LisaDuke.net
“…the belief that it is important to save for the future
explained 75 percent of the difference between those who
were wealthy and those who were not.”

12. How Do I Change My Money Scripts?
LisaDuke.net
• Awareness
• Repetition
(Affirmations) – Think
Up app
• Immersion (reading
books and blogs,
podcasts, videos,
meetups, presentations,
conferences, FI friends)
• Work with a financial
coach who focuses on
money mindset
• Hypnosis?

13. Money Mindset Coaches
LisaDuke.net
Leisa Peterson
Kine Corder
Me!
And more

14. Summary
As a child you absorb your financial
operating system from your
environment. It’s important to
understand the money scripts in your
subconscious, as those beliefs are
running your behavior without you
knowing it.
Your money beliefs can be changed
through awareness, repetition, and
immersion.
A financial coach can support you in
distinguishing between truth and
story so you can identify and change
limiting beliefs. Be sure you select a
coach that specializes in mindset
work. LISADUKE.NET

15. Upcoming Events
LisaDuke.net
• This same presentation
– Sunday, June 23rd at
1:00 PM at Phoenix and
Dragon Sandy Springs
• Playing with FIRE
documentary Saturday
June 29th at 5:00 PM at
Atlantic Station

16. 678-378-4278
Let’s Talk
Lisa@LisaDuke.net www.LisaDuke.net