Download - Wealth intelligence a fresh perspective

FRESH Intentional Wealth

for WomenDonna Schumell, SVP and Chief Innovations Officer

March, 2015

VALUES EXERCISE

1. Sort values into two categories those that fit you

well (your core) and those that do not.

2. Reduce your core to the 15 values that are ideally

important to you.

3. Reduce the values to the 10 that are very important

to you.

4. Narrow the list to the 5 values most important to

you.

5. When finished, record your top 5 values and save

for future reference!

© 2015 think2perform. All rights reserved.

Wealth Is…?

Who Are We?

“We are the most in-debt, obese, addicted

and medicated adult cohort in U.S. history.”

— Brené Brown, The Power of Vulnerability

Women Want MORE!

Choice

“The greatest weapon

against stress is to

“choose” one thought

over another.”

-William James

What Does HAPPINESS Mean?

Joy, Peace, Fulfillment?

Dumbo?

And Now, The Rest of the Story

A FRESH Perspective on Wealth

5 FRESH Elements

Financial

Relationships

Engagement

Spirit

Health

THE LOGIC CHAIN: Self-Awareness leads to …


Source: William Bridges

Self-Awareness

Effective Decision-Making which leads to …



Self-AwarenessEffective

Decision-Making

Effective Self Management which leads to …




Decision-MakingEffective Self-Management

Leader and Relationship Effectiveness!




Decision-MakingEffective Self-Management

Leader & Relationship Effectiveness

The Alignment Model


Ideal Self

Moral Compass

Frame 1

Principles

Values

Beliefs

Goals

Frame 2

Purpose

Goals

Wants

Real Self

Behavior

Frame 3

Thoughts

Feelings

Actions

Frame 1: Moral Compass


Ideal Self

Moral Compass

Frame 1

Principles

Values

Beliefs

Goals

Frame 2

Purpose

Goals

Wants

Real Self

Behavior

Frame 3

Thoughts

Feelings

Actions

VALUES EXERCISE

1. Your Top Five?

2. Share with another!


Values or Principles?


Values, Beliefs and Behaviors

BEHAVIORS

VALUES AND BELIEFS

Beliefs are the assumptions we generally hold to be true, usually without actual proof or evidence

Beliefs can be about ourselves, others in the world, or how we expect things to be

Beliefs reflect how we THINK

things are — they come from

our head

The Cindy Crawford mirror

Beliefs or Assumptions?

Beliefs/Assumptions: T or F?

1. Beliefs are frequently unconscious

2. Beliefs are often partial truths, or were once true and are no

longer true

3. Beliefs are often contextual

4. They are frequently generational

5. Beliefs are frequently “inherited”

6. We seek to reinforce and validate beliefs with selective

attention (confirmation) bias

7. Beliefs can limit or empower your choices

8. My beliefs are reflected in my actions

9. What else is important about beliefs?

Exercise: Money Beliefs and Behaviors

What is significant

money memory you

have from your past?

How does it influence

you today?

What is a money

saying or quote that

has been a part of

your life?

Frame 3: Behavior


Ideal Self

Moral Compass

Frame 1

Principles

Values

Beliefs

Goals

Frame 2

Purpose

Goals

Wants

Real Self

Behavior

Frame 3

Thoughts

Feelings

Actions

VALUES/BELIEF CONNECTION

1. Is there a relationship between your beliefs about

money and your money behaviors?


1. KNOW Your Story WAIT?

1. MOW Moving Onto WELL

2. MAP My Action Plan

3. TAP Track Action Progress

4. CAP Check Alignment

Problems

Five Steps to Intentional Wealth

The Alignment Model


Ideal Self

Moral Compass

Frame 1

Principles

Values

Beliefs

Goals

Frame 2

Purpose

Goals

Wants

Real Self

Behavior

Frame 3

Thoughts

Feelings

Actions

Step1. Know Your Story WAIT?

Experiential Triangle: Applying Self-Awareness


Source: Joe LeDoux, NYU

THOUGHTS(rational center

of the brain)

EMOTIONS(emotional center

of the brain)

PHYSIOLOGY

/ACTIONS

(habit center

of the brain)

Outside

Stimulus

The Freeze exercise

1. Say “freeze” and pause

2. Write down

• What am I thinking?

• What am I feeling?

• What am I doing?

3. Are my feelings, thoughts and actions aligned?

4. Is there a better choice for me right now?


Step 2. Move Onto “WELL”

Step 3. FRESH Wealth GAP Map

Sample FRESH Wealth GAP Map

The Alignment Model


Ideal Self

Moral Compass

Frame 1

Principles

Values

Beliefs

Goals

Frame 2

Purpose

Goals

Wants

Real Self

Behavior

Frame 3

Thoughts

Feelings

Actions

Choices become Action-

able in a Plan

The Default

Your Past = Your Future

Intention Requires Choices

Ideal self

Guiding principles,

values & beliefs

Goals

Wants & goals

Real self

Thoughts, actions & goals

Creating alignment: living with intention


Are my actions consistent

with my values?Do I know my values?

What do I want out of life?

What do I want out of my work?

Is what I want in alignment with my

values?

Frame 2: Goals


Ideal Self

Moral Compass

Frame 1

Principles

Values

Beliefs

Goals

Frame 2

Purpose

Goals

Wants

Real Self

Behavior

Frame 3

Thoughts

Feelings

Actions

Smart Goals

What Do I Need to Start Doing?

What Do I Need to Stop Doing?

Why Do I Need to Focus?

4. TAP Track Action Progress

Control Direction

Step 5. CAP Check Alignment Problems

Throw Off

Discouragement

Triangles of influence


What do I have to think?

What do I have to do?

What do I want them to think?

How do I want them to feel?

What do I want them to do?

Others

a think2perform program

think2perform.com | 706 2nd ave s, #271, minneapolis, mn 55402

Download - Wealth intelligence a fresh perspective

Top Related