The Money Mindful Way™

The Money Mindful Way™ is a series of courses designed to help you create a dynamic and intimate partnership with your money, so you can literally fund your dreams. These courses outline a step-by-step process with powerful concepts, exercises, and action steps that will transform your relationship with money.

With the exception of one hour in the "Dream It, Fund It" course, there is virtually no financial terminology in these courses — that's widely available elsewhere. What you will find is a new understanding of money and a clear vision for what you want your money to fund so you can sort through money management advice, and more easily follow through on actions that support your dreams.

When are these offered? Check the calendar for upcoming dates.

"Your seminar was what I needed. It has helped me think about my finances in a healthy way. I now feel like I have a grown-up relationship with my money. I feel this great sense of freedom and relaxation now that I know where I am with my finances, where I want to be, and that I'm taking the steps to get there!"   — Carol Walter, Seattle, Wash.







Course Descriptions

The Foundation Course:
"You and Your Money: Past, Present, Future"
Free from fears and limiting beliefs...

How did you and your money get here? Your history together has shaped your present money behaviors and will continue to shape your future with money. To create a fresh start with money, "You and Your Money" gets to the source by naming the defining moments in your money history. You'll link key moments in your personal history to your current money fears, beliefs, and behaviors. Using powerful exercises, your new relationship with money will emerge. Free from fears and limiting beliefs, you can commit to new ways of being and behaving as you work toward your goals.

This course is a prerequisite for all other Money Mindful Way™ courses. You may take it as an individual session or as a home study e-course. Contact me for details.

"Dream It, Fund It"
Nurtured by your core values...
grounded in a clear vision for what you want...

Give your money something to aspire to! Vision-setting is a skill that can be learned and strengthened. In this course, you'll align your core values with short-term and long-term visions that will guide specific money actions. (Couples: enjoy creating a shared vision and partner together with money to fund your future.) For the second half of this workshop, we'll be joined by a professional financial advisor who will present an overview of savings and investment options. Learn the best ways to grow your money and get your questions answered.

Please note: "You and Your Money: Past, Present, Future" is a pre-requisite for this course.

"If Your Money Could Talk"

Is it hard for you to stick to the new money behaviors you've committed to? Could you use a boost of inspiration to stay on track and keep your relationship with money fun and meaningful?

This course reveals the most powerful concept in my Money Mindful Way™ series. Learn about a unique framework designed to turn everything you think about money upside down. When you see money for what it really is in your life, you will never see it the same way again. The teachings from this course will provide you with a powerful resource to continue moving forward with your financial goals.

You'll leave with:
  • an understanding of the importance of intimacy in your money relationship
  • your own Money Mission Statement to guide your efforts
  • an understanding of — and ability to apply — the B.I.G.G. method to create a nurturing, healthy, long-term relationship with your money

Please note: "You and Your Money: Past, Present, Future" is a pre-requisite for this course.

"Intensive For Couples: Create a Shared Vision"

What "money dance" are you and your partner engaged in? Do you have conflicts about money that never seem to get resolved? Would you like to be on the same page when it comes to your finances? The solution is to focus less on the money and more on what you want. You'll leave this session with a shared vision for your future, tools for communicating better around money, and clear next steps to move toward your vision in consistent ways.

Please note there are two pre-requisites for this course: "You and Your Money: Past, Present, Future" and "Dream It, Fund It."