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FRESH Intentional Wealth for WomenDonna Schumell, SVP and Chief Innovations Officer March, 2015

1VALUES EXERCISESort values into two categories those that fit you well (your core) and those that do not.Reduce your core to the 15 values that are ideally important to you.Reduce the values to the 10 that are very important to you. Narrow the list to the 5 values most important to you. When finished, record your top 5 values and save for future reference! 2015 think2perform. All rights reserved.2Wealth Is?

Who Are We?We are the most in-debt, obese, addicted and medicated adult cohort in U.S. history.

Bren Brown, The Power of VulnerabilityWomen Want MORE!

ChoiceThe greatest weapon against stress is to choose one thought over another.-William JamesWhat 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 2015 think2perform. All rights reserved.Source: William BridgesSelf-AwarenessEffective Decision-Making which leads to 2014 think2perform. All rights reserved.Source: William BridgesSelf-AwarenessEffective Decision-MakingEffective Self Management which leads to 2014 think2perform. All rights reserved.Source: William BridgesSelf-AwarenessEffective Decision-MakingEffective Self-ManagementLeader and Relationship Effectiveness! 2014 think2perform. All rights reserved.Source: William BridgesSelf-AwarenessEffective Decision-MakingEffective Self-ManagementLeader & Relationship EffectivenessThe Alignment Model 2015 think2perform. All rights reserved.Ideal SelfMoral CompassFrame 1PrinciplesValuesBeliefsGoalsFrame 2PurposeGoalsWantsReal SelfBehaviorFrame 3ThoughtsFeelingsActions22Frame 1: Moral Compass 2015 think2perform. All rights reserved.Ideal SelfMoral CompassFrame 1PrinciplesValuesBeliefsGoalsFrame 2PurposeGoalsWantsReal SelfBehaviorFrame 3ThoughtsFeelingsActions23VALUES EXERCISEYour Top Five? Share with another! 2015 think2perform. All rights reserved.24Values or Principles?

2015 think2perform. All rights reserved.Values, Beliefs and Behaviors

BEHAVIORSVALUES AND BELIEFS26Beliefs 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?Beliefs are frequently unconscious Beliefs are often partial truths, or were once true and are no longer trueBeliefs are often contextualThey are frequently generationalBeliefs are frequently inheritedWe seek to reinforce and validate beliefs with selective attention (confirmation) biasBeliefs can limit or empower your choicesMy beliefs are reflected in my actionsWhat else is important about beliefs?

Exercise: Money Beliefs and BehaviorsWhat 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?29Frame 3: Behavior 2015 think2perform. All rights reserved.Ideal SelfMoral CompassFrame 1PrinciplesValuesBeliefsGoalsFrame 2PurposeGoalsWantsReal SelfBehaviorFrame 3ThoughtsFeelingsActions30VALUES/BELIEF CONNECTIONIs there a relationship between your beliefs about money and your money behaviors? 2015 think2perform. All rights reserved.31KNOW Your Story WAIT?

MOW Moving Onto WELL

MAP My Action Plan

TAP Track Action Progress

CAP Check Alignment Problems

Five Steps to Intentional WealthThe Alignment Model 2015 think2perform. All rights reserved.Ideal SelfMoral CompassFrame 1PrinciplesValuesBeliefsGoalsFrame 2PurposeGoalsWantsReal SelfBehaviorFrame 3ThoughtsFeelingsActions33Step1. Know Your Story WAIT?

Who Am I Today?34Experiential Triangle: Applying Self-Awareness 2014 think2perform. All rights reserved.Source: Joe LeDoux, NYUTHOUGHTS(rational centerof the brain)EMOTIONS(emotional centerof the brain)PHYSIOLOGY/ACTIONS(habit centerof the brain)OutsideStimulusThe Freeze exerciseSay freeze and pauseWrite downWhat am I thinking?What am I feeling?What am I doing?Are my feelings, thoughts and actions aligned?Is there a better choice for me right now?

2014 think2perform. All rights reserved.

Step 2. Move Onto WELL

What Does Excellent Look Like? In Writing, Visuallizing37

Step 3. FRESH Wealth GAP MapGAPS38Sample FRESH Wealth GAP Map

The Alignment Model 2015 think2perform. All rights reserved.Ideal SelfMoral CompassFrame 1PrinciplesValuesBeliefsGoalsFrame 2PurposeGoalsWantsReal SelfBehaviorFrame 3ThoughtsFeelingsActions40Choices become Action-able in a Plan

The DefaultYour Past = Your Future

Intention Requires ChoicesCreating alignment: living with intention 2015 think2perform. All rights reserved.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 2015 think2perform. All rights reserved.Ideal SelfMoral CompassFrame 1PrinciplesValuesBeliefsGoalsFrame 2PurposeGoalsWantsReal SelfBehaviorFrame 3ThoughtsFeelingsActions43Smart Goals

What Do I Need to Start Doing?

Key Activities, Not Just Tactics

45What Do I Need to Stop Doing?

Why Do I Need to Focus?

4. TAP Track Action Progress

Control DirectionThrow Off Discouragement49Step 5. CAP Check Alignment Problems

Throw Off DiscouragementControl Direction50Triangles of influence 2015 think2perform. All rights reserved.

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?Others51 a think2perform programthink2perform.com | 706 2nd ave s, #271, minneapolis, mn 5540252