WORKBOOK TABLE OF CONTENTS

NEW MONEY STORY® MENTOR TRAINING MANUAL

The Emotional Economics® of Money Mastery

CLIENT WORKBOOK 
TABLE OF CONTENTS

NOTES ON HOW TO USE
NEW MONEY STORY® CLIENT WORKBOOK

INTRODUCTION

YOUR MONEY STORY
  • The Power of Story
  • Defining a Money Story
    • Contentment Quotient: A Money Quiz
    • What’s Your Money Story?
  • The Secret Language of Money
    • A Money Story Quiz
    • Three Tenses of Money Language
  • What Money Costs
    • Things You Value
    • What Do You Trade for Money?
  • The Gender of Money: An Exercise for Couples
ROADMAP® FOR A NEW MONEY STORY®
Step 1.Recognize Authorship of Your Money Story
  • Your Money Equations
  • Beliefs Ghostwriting your Money Story
  • The Anatomy of a Money Story
  • The Four R’s: Repeat and Rationalize versus Recognize and Reorganize
Step 2. Own Your Present Money Story
  • Peeling Back the Layers
  • Assumptions and Motivations that Construct Money Story lines.
  • Can You Make and Enjoy Money?
  • Money Myths
  • 18 Common Money Storylines
Step 3. Assess Your Money Story Plot and Storylines
  • Exercises for Awareness of Your Money Story
    • Money Memories
    • Money Meanings
    • Money maturity
  • Distinguish and Address Ideals
  • Distinguish and Address Needs
  • Ideals and Needs Decision Tree
  • 5 Phase Plot Outline
  • Compromises Inventory
  • Deconstruct a Money Concern
Step 4. Decide What to Change in Your Money Story
  • 4 Basic Inquiries for Money Story Determination
  • What Is Your Investing Mindset?
  • Regard of the Use of Money
  • 24 Considerations to Construct a New Money Story.
Step 5. Map Changes
  • 14 Principles to Organize the Plot of Your New Money Story
  • 7 Techniques to Edit the Plot
  • 6 Step Action Plan for Achieving Goals
  • Possibility Thinking
  • Debt Stories
  • A Debt Quiz
  • 7 Guidelines to Anchor Yourself in Financial Reality
  • 21 Steps to Decode Debt Deceit and Master Sound Money Management
Step 6. Author New Experiences
  • Your Money Mission Statement
  • 10 Steps to Advance the Plot of Your New Money Story
  • 18 Emotionally Based Fallacies and Their Remedies
  • 7 Guidelines for Making Grounded Money Decisions
  • 14 Ways to Outsmart Your Brain to Spend Less
  • 7 Guidelines for establishing a Healthy Money Story
  • 17 Common Investing Pitfalls and Their Remedies
Step 7. Program New Identity
  • Your Personal Balance Sheet
  • The Old Art and New Science of Visualization
  • The Neuroscience of Financial Decisions
  • 10 Principles to Apply Neuroscience to Investing
  • Money and Success: 18 Caveats to Evolve a New Money Story
  • 11 Maxims to Sustain Growth

NEW MONEY STORY GLOSSARY®

ADDENDUM