What Is Your Relationship with Money?
Even those who are “good with money” can have trouble making money decisions. Managing financial success takes a certain set of skills, but managing money for a successful life requires a different approach. Most of us are driven to strive for money, but constant striving for “more” without meaning can feel empty and purposeless.
In a mindful approach to money, we awaken to self-awareness of our relationship with it; can identify like-minded professionals who have our best interests at heart; and ultimately achieve a balance of managing money while deriving fulfillment from it.
Uncovering a Better Approach to Money Decisions
Over my life, my relationship with money has changed. First I had a piggy bank. Then I had a little tracking notebook. Some difficult life lessons taught me that my attachment to money was not providing me the peace of mind I sought in my relationship with it. I began to study the field of behavioral economics – where psychology intersects with economics on a personal basis – to understand my own money attitudes, behaviors, and decisions.
It turned out clients, their families, and other financial professionals shared similar struggles. In response, I began to consult, write, and present on the psychology of money between husbands and wives; parents and kids; and clients and professionals.
Today my passion continues to be uncovering the answers to questions like:
- why we make irrational decisions when it comes to investing, spending, sharing, and enjoying money
- why we make it difficult to know how much is “enough”
- why we worry more about unlikely financial events than probable ones
- why we spend more time deciding on a vacation than searching for the professional who best fits with our values
- why we allow our finances to be put together piecemeal.
These are important concerns, worthy of serious answers. With over 25 years in financial services, as well as an M.B.A., a Masters in Economics and a Certified Financial Planner(TM) certification, I had the background to create practical applications of academic concepts. Those have been communicated in various ways:
- Since 2003, through presentations to groups ranging from donor and client appreciation events to national financial planning conferences (see Presentations page)
- Since 2007, through an award-winning monthly e-letter, “The View from the Porch” (signup box to the right)
- Since 2013, through a book and e-book, The Mindful Money Mentality: How to Find Balance in Your Financial Future (available on Book page and on Amazon)
- Since 2015, through weekly briefs and videos posted on a YouTube channel, the Facebook page, LinkedIn, and Twitter
- Coming soon: Video teleclasses and webinar series (email firstname.lastname@example.org for more information)