Mentor Coaching – CTA Professional

NEW MONEY STORY® MENTOR TRAINING MANUAL

The Emotional Economics® of Money Mastery

TABLE OF CONTENTS

NOTES ON HOW TO USE NEW MONEY STORY® MENTOR TRAINING MANUAL
and THE WORKBOOK

INTRODUCTION


Module 1. YOUR MONEY STORY

The Power of Story
Defining a Money Story
- Contentment Quotient: A Money Quiz
- What’s Your Money Story?
- A Money Story Exercise
- Three Tenses of Money Language
What Money Costs
Things You Value
What Do You Trade for Money?
The Challenge of Change

Module 2. ROADMAP™ FOR A NEW MONEY STORY™
Step 1. Recognize Authorship of Your Money Story

Principles of Recognizing Authorship
Your Money Equations
Beliefs Ghostwriting Your Money Story
The Anatomy of a Money Story
The Four R’s: Repeat and Rationalize vs. Recognize and Reorganize
Calibrating Intuition


Step 2. Own Your Present Money Story

Storylines That Define
Peeling Back the Layers
Assumptions and Motivations that Construct Money Storylines.
Can You Make and Enjoy Money?
Money Myths
17 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
Distinguish Wants From Needs
Ideals and Needs Decision Tree
Listen to Your Self-Statements
Understand Conflicted and Contradictory Storylines
Recognize Active Versus Passive Positions
Deconstruct a Money Concern
Compromises Inventory and Resolution Schedule
5 Phase Plot Outline
Listen for Repetitions of the Old Story
Listen to Your Body


Step 4. Decide What to Change in Your Money Story

4 Basic Inquiries for Money Story Evaluation
What Is Your Investing Mindset?
The Psychology of Change
The Neuroscience of Change
Principles of Change
Regard of the Use of Money
Personal Feedback Questionnaire
A Context for Mentoring Change: Neutrality, Empathy, Insight
Before, During, and After Story Components
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 of Your New Money Story®
6 Step Action Plan for Achieving Goals
Possibility Thinking
18 Caveats on How to Avoid Story Ownership and Change
Debt Stories
Debt Cycle Stealth: Plastic Cards and Elastic Boundaries
A Debt Quiz
7 Guidelines to Anchor Yourself in Financial Reality
7 Guidelines to Establish a Healthy Money Story


Step 6. Author New Experiences

How to Mentor Change: 12 Principles
The Basic Mentor Coaching Model
Basic Tenets of Mentor Coaching
Coaching Interactions
Navigating Transitions
Your Money Mission Statement
10 Steps to Advance the Plot of Your New Money Story®
Strategic Goal Pursuit
Why Are Bad Choices So Easy And Good Ones So Hard?
Success Insurance for Completing Goals
14 Ways to Outsmart Your Brain to Spend Less
11 Steps to Ignite Change


Step 7. Program New Identity

Twelve Basic Principles for Change and Transformation
Your Personal Balance Sheet
The Old Art and New Science of Visualization
Money and Success: 18 Caveats to Evolve a New Money Story
32 Guidelines to Further a New Money Story®
12 Maxims to Sustain Growth

Module 3. MASTER STATES OF MIND

How to Understand States of Mind

Access to Mind States
Continuity of Self
Establish Self-Empathy
Self-Reflection
Let Go of the Past
Construct a Present Context

How to Regulate States of Mind

A Structured Inquiry to Recognize Feelings
Regulation of Feelings and States
How to Get Centered in Your Body and Experiences
Grounding and Centering Exercises
Management of State-Specific Issues: Blocks, Chokes, and Slumps
Choice Enhancement
What’s Your Investing Mindset?
Sleep On It: The Neuroeconomics of Striking When The Iron Is Cold

Module 4. MIND MATTERS AND BRAIN BUSINESS

Symbolic and Emotional Meanings of Money
Money, Mind, Metaphor: Your Personal Money Psychology Quiz
The Psychology of Money
The Neuroscience of Money
Many Brains in One
Rational Money and Emotional Money
Marooned in the Right Brain
The ABC’S of Money Mistakes and Financial Fallacies
10 Principles to Apply Neuroscience to Investing
6 Guidelines for Making Grounded Money Decisions
17 Common Investing Pitfalls and Their Remedies

Module 5. ADVANCE THE PLOT OF YOUR NEW MONEY STORY®

Self-Statements
Your Story Becomes Your Life
Become Your Own Authority
15 Caveats on Being Your Own Authority
An Exercise in Authoring Your Own Reality
Review and Revise Belief Systems
Choice Architecture
Inquiries for Beginning a New Money Story®
Structure Positive Focus
Creating Time and Keeping Power

Module 6. CAREER AND MONEY: PURPOSE MEETS PASSION

Core Value Investing in Your Career
Value-Based Goal Setting
Finding Your Passion
18 Career Enhancement Caveats
Systems and Leadership
Creative Criticism and Problem Solving
A Systematic Method for Reviewing and Solving Problems
Career Assessment: Core Values, Goals, Changes, Obstacles
Identify and Remedy Work Addiction
Are You Addicted to Less?
Why Managers Succeed or Fail
Common Managerial Problems and Strategies
Recovery From Job Loss

Module 7. MONEY AND YOUR RELATIONSHIP STORY

Communication and Connection
Effective Money Conversations
Information Processing and Communication Facilitation
Learning and Performance Styles
Illuminate Hidden Assumptions
Articulate Implicit Contracts
Respect and Communicate Different Points of View
Transference in Relationships
12 Relationship Principles
Master Storylines of Money, Power and Gender
Recognize Assumptions About Money, Power and Gender
The Gender of Money: An Exercise for Couples
The Us Story
A Relationship Story Exercise
Leadership Based on Relationship

Module 8. MONEY SUCCESS PARADIGMS

Patterns of New Learning: Four Phases
Evaluate and Address Five Types of Resistance to Change
Success Phobias
Are You Afraid of Success?
Success Self-Inquiry for Women
Success Self-Inquiry for Men
Success Intoxication: Recognition and Prevention
A Self-Coaching Summary
Paradoxes Inherent in the Process of Growth
6 Step Action Plan for Achieving Goals
16 Step New Money Story® Growth Plan
25 Guidelines for Living Your New Money Story®
- The Wellness Revolution
- Wellness Defined
- Wellness as Choice
- The Wellness System of Energy
- The Economics of Wellness
- Why Is Change So Difficult?
- An Application of Change
- Listen to Somatic Stories
- The Mindset of Wellness
- Identify Body Language
- Wellness Initiatives
- Wellness Mind Mapping
- Brain Programming for Wellness
- Wellness Focus and Visualization
- Life’s Ground Rules, Part I: Paradoxes and Antipodes in Story Construction
- Life’s Ground Rules, Part II: 30 Caveats of Successful Being
- ROADMAP for a New Money Story®: A Client’s Work Pages
- A Meditation Model
- Case Study: An Application in an Unlikely Setting
- Little Things Count

Module 9. THE WEALTH OF WELLNESS

NEW MONEY STORY GLOSSARY®

ADDENDUM

NEW MONEY STORY® CLIENT WORKBOOK

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

LIVE A NEW LIFE STORY® THE WORKBOOK TABLE OF CONTENTS

I. THE ART AND SCIENCE OF CHANGE

Module 1. Story and Story Assessment
• Calibrating Intuition
• Step One. Recognize Authorship of Your Story
• The 4 R’s: Repeat and Rationalize vs. Recognize vs. Recognize and Reorganize
• Step Two. Own Your Story
• Assumptions and Motivations That Construct Storylines
• Step Three. Assess the Storylines and Plot
• Distinguish and Address Ideals
• Ideals and Needs Decision Tree
• Four Guidelines for Living Your Ideals
• Distinguish and Address Needs
• Distinguish Wants From Needs
• Ideals and Needs Decision Tree
• 5 Phase Plot Outline
• Life’s Ground Rules: Paradoxes and Antipodes in Story Construction

Module 2. Change and Change Evaluation
• Step Four: Decide What to Change
• 4 Basic Inquiries for Storyline Evaluation
• Compromises Inventory and Compromises Resolution Schedule
• Personal Feedback Questionnaire
• 15 Reflections to Understand Your Storylines
• Deconstruct a Concern (To see what it teaches you)
• Step Five: Map Changes
• 14 Steps to Edit Your Life Story
• 5 Steps to Revise a Storyline
• 18 Caveats on How to Avoid Story Ownership and Change

Module 3. Guide to Lasting Change
• How We Facilitate Change: 12 Principles
• Step Six: Author New Experiences
• Strategic Goal Pursuit
• Success Insurance for Completing Goals
• 11 Steps to Ignite Change
• Why Are Bad Choices So Easy and Good Ones So Hard?
• Step Seven: Program New Identity to Incorporate and Sustain the Changes
• 12 Basic Principles of Change and Transformation
• 32 Guidelines to Further Life Story Change
• Creating a Vision: See It To Believe It

II. TRANSFORMATION

Module 4. Master States of Mind
• Regulating States of Mind
• A Structured Inquiry to Recognize Feelings
• Grounding and Centering Exercise
• A Brief, On-Your-Feet Grounding Exercise

Module 5. Advancing Your New Plot
• 15 Caveats on Being Your Own Authority
• An Exercise in Authoring Your Own Reality
• Review and Revise Belief Systems
• Making Choices: Inquiries for Beginning a New Story
• An Exercise to Structure Positive Focus

III. SUCCESS APPLICATION

Module 6. Your New Money Story®
• A Money Quiz and Discussion
• Beliefs Ghostwriting Your Money Story
• The Anatomy of a Money Story
• Can You Make and Enjoy Money?
• Exercises for Awareness of Your Money Story
• A Dept Quiz
• Your Money Mission Statement
• 7 Techniques to Plot a New Money Story®
• 7 Guidelines for Establishing a Healthy Money Story

Module 7. Your New Career Story
• 18 Career Enhancement Caveats
• A Systematic Method for Reviewing and Solving Problems
• Career Assessment: Core Values; Goals; Changes and Obstacles
• Work Addiction: Self Evaluation Questions + Remedies
• Common Managerial Problems and Strategies

Module 8. Your New Relationship Story
• Communication and Connection: Maxims and Steps
• Information Processing Exercise
• 12 Relationship Principles
• Recognize the Place of Assumptions about Money, Power and Gender
• A Relationship Story Exercise

Module 9. Live Your New Success Story
• Are You Afraid of Success?
• Success Self-Inquiry For Women
• Success Self-Inquiry For Men
• Success Intoxication: Recognition and Prevention
• Life’s Ground Rules, Part II: 30 Essential Caveats of Successful Being
• Your Life Story: Good News / Bad News
• A Self-Coaching Summary
• Paradoxes Inherent in the Process of Growth
• 6-Step Action Plan for Achieving Goals
• Possibility Thinking
• 18 Step New Life Story Growth Plan
• 11 Maxims of Sustained Growth

Module 10. Your New Wellness Story®
• Wellness Defined
• The Wellness System of Energy
• The Mindset of Wellness
• Identify Body Language
• Wellness Initiatives
• Wellness Mind Mapping
• Why Is Change So Difficult?
• Brain Programming for Wellness
• Wellness Focus and Visualization

Addendum

I. Client Information Packet
II. Case Study: An Application of Live a New Life Story® in an Unlikely Setting
III. Little Things Count

Life Story Glossary

LIVE A NEW LIFE STORY® THE OWNERS GUIDE TABLE OF CONTENTS

I. THE ART AND SCIENCE OF CHANGE
Module 1. Story and Story Assessment

Step One. Recognize Authorship of Your Story
A. The Power of Story
1. Experiences are consistent with assumptions
2. Beliefs become reality
3. Live in the present moment
B. The Story Takes over the Author
C. The Story Ghostwritten by the Brain

Step Two. Own Your Story

A. Storylines That Define
B. Storyline Motivations and Assumptions

Step Three. Assess the Storylines and Plot

A. Ideals Assessment
B. Needs Assessment
C. Understand Conflicted and Contradictory Storylines
D. Recognize Active Versus Passive Positions
E. Listen to Your Self-Statements
F. Listen for Repetitions of the Old Story
G. Listen to Your Body

• Distinguish and Address Ideals
• Distinguish and Address Needs
• Ideals and Needs Decision Tree
• 5 Phase Plot Outline
• Life’s Ground Rules: Paradoxes and Antipodes in Story Construction

Workbook Tools

• Calibrating Intuition
• Step One. Recognize Authorship of Your Story
• Step Two. Own Your Story
• Step Three. Assess the Storylines and Plot

Module 2. Change and Change Evaluation

Step Four: Decide What to Change

A. Four Basic Inquiries for Story Evaluation
B. The Psychology of Change
C. The Neuroscience of Change
D. Principles of Change
E. Assessment for Change
1. Personal Feedback Questionnaire
2. Compromise Inventory and Resolution Schedule
F. Establish a Context for Change
1. Neutrality
2. Empathy
3. Insight and Understanding

G. Reflections to Understand and Revise your Storylines
H. Before, During, and After Story Components

Step Five: Map Changes

A. Steps to Edit your Life Story
B. Steps to Revise a Storyline
C. Change Only What Doesn’t Work
D. Resistance to Story Ownership

Workbook Tools

Step Four: Decide What to Change

• 4 Basic Inquiries for Storyline Evaluation
• Personal Feedback Questionnaire
• Compromises Inventory and Resolution Schedule
• 15 Reflections to Understand Your Storylines
• Deconstruct a Concern (To see what it teaches you)
• 14 Steps to Edit Your Life Story
• Step Five: Map Changes
• 5 Steps to Revise a Storyline
• 18 Caveats on How to Avoid Story Ownership and Change

Module 3. Guide to Lasting Change

Step Six. Author New Experiences

A. Live a New Life Story Coaching®
B. Getting Out of the Box
C. The Basic Coaching Model
D. A Dozen Basic Tenets of Coaching
E. Coaching Interactions
F. Strategic Goal Pursuit: SMART Goals and Life Mission Statement
G. Success Insurance for Completing Goals
H. Eleven Steps to Ignite Change

Step Seven. Program New Identity to Incorporate and Sustain Changes

A. Twelve Basic Principles for Change and Transformation
B. Thirty-two Guidelines to Further Life Story Change
C. Creating a Vision

Workbook Tools

• Step Six: Author New Experiences
• Strategic Goal Pursuit
• Success Insurance for Completing Goals
• 11 Steps to Ignite Change
• Step Seven: Program New Identity to Incorporate and Sustain Changes
• 12 Basic Principles of Change and Transformation
• 32 Guidelines to Further Life Story Change
• Creating a Vision

II. TRANSFORMATION
Module 4. Master States of Mind
I. Understanding States of Mind
A. Access to Mind States
B. Continuity of Self
C. Establish Self-Empathy
D. Self-Reflection
E. Let Go of the Past
F. Construct a Present Context

II. How to Regulate States of Mind
A. How Do You Feel? A Structured Inquiry
B. Regulation of Feelings and States
C. How to Get Centered in Your Body and Experiences
D. Management of State-Specific Issues: Blocks, Chokes, and Slumps
E. Listen to Body Stories

Workbook Tools:

• Regulating States of Mind
• A Stuctured Inquiry to Recognize Feelings
• A Grounding and Centering Exercise
• A Brief On-Your-Feet Grounding Exercise

Module 5. Advancing the New Plot

I. Self Statements
A. Listen; Learn; Own
B. Your Story Becomes Your Life
C. Become Your Own Authority
D. Review and Revise Belief Systems

II. Further the Plot
A. Pick Your Spots: What You Engage and What You Don’t
B. Editing and Enhancing Your Choices
C. An Exercise to Structure Positive Focus
D. Authoring the Set of Stories Called Self
E. Creating Time and Keeping Power

Workbook Tools

• 15 Caveats on Being Your Own Authority
• An Exercise in Authoring Your Own Reality
• Review and Revise Belief Systems
• Making Choices: Inquiries for Beginning a New Story
• An Exercise to Structure Positive Focus

III. SUCCESS APPLICATION
Module 6. Your New Money Story®

Assess and Understand Your Money Story
A. Your Money Story
1. A Money Quiz
2. Money Quiz Discussion
3. Can You Make and Enjoy Money?
4. An Exercise for Awareness of Your Money Story
B. Symbolic and Emotional Meanings of Money
C. The Psychology of Money
D. The Neuroscience of Money

II. Revising the Text of a Money Story
A. Your Money Mission Statement
B. Plot a New Money Story®

Workbook Tools

• A Money Quiz and Discussion
• Can You Make and Enjoy Money?
• An 11-Step Exercise for Awareness of Your Money Story
• Your Money Mission Statement
• 7 Techniques to Plot a New Money Story®

Module 7. Your New Career Story

I. Core Value Investing in Your Career
A. Meanings and Value of work
B. Value-based Goal Setting
A MentorPath® Publication • www.MentorPath.com

II. Career Enhancement
A. 18 Career Enhancement Caveats
B. Systems and Leadership
C. Creative Criticism and Problem Solving
D. Career Assessment: Core Values, Goals, Changes, Obstacles

III. Optional Career Tracks
A. Identify and Remedy Work Addiction
B. Why Managers Succeed and Fail
C. Common Managerial Problems and Strategies
D. Recovery from Job Loss

Workbook Tools

• 18 Career Enhancement Caveats
• A Systematic Method for Reviewing and Solving Problems
• Career Assessment: Core Values; Goals; Changes; Obstacles
• Work Addiction: Self Evaluation Questions + Remedies
• Common Managerial Problems and Strategies

Module 8. Your New Relationship Story

I. Communication 101
A. Communication and Connection
1. Maxims of Communication
2. Steps of Communication
B. Information Processing and Communication Facilitation
C. Illuminate Hidden Assumptions
D. Articulate Implicit Contracts
E. Respect and Communicate Different Points of View
F. Transference in Relationships

II. Relationship Facilitation 201
A. 12 Relationship Principles
B. Mastery Storylines of Money, Power and Gender
C. Reminders in Your Relationship
D. The Us Story
E. A Relationship Story Exercise
F. Leadership Based on Relationship

Workbook Tools

• Communication and Connection: Maxims and Steps
• Information Processing Exercise
• 12 Relationship Principles
• Recognize the Place of Assumptions about Money, Power, and Gender
• A Relationship Story Exercise

Module 9. Live Your New Success Story

I. Success: Desire and Obstacle
A. Patterns of New Learning: Four Phases
B. Evaluate and Address Five Types of Resistance to Change

II. Success Phobias
A. Forms of Success Phobia
B. Questionnaire: Are You Afraid of Success?

III. Special Issues of Success
A. Success and Women
1. Early Models of Success
2. Career Choices
3. Money and Gender
4. Midlife Issues
5. Success Self-Inquiry for Women
B. Success and Men
1. Competition Model
2. Success Self-Inquiry for Men
C. Success Intoxication: Recognition and Prevention

IV. Evolving a Success Story
A. Life’s Ground Rules, Part II
B. Your Life Story: Good News/Bad News
C. A Self-Coaching Summary with Exercises

Workbook Tools

• Are You Afraid of Success?
• Success Self-Inquiry for Women
• Success Self-Inquiry for Men
• Success Intoxication: Recognition and Prevention
• Life’s Ground Rules, Part II: 30 Essential Caveats of Successful Being
• Your Life Story: Good News / Bad News
• A Self-Coaching Summary
• Paradoxes Inherent in the Process of Growth
• 6-Step Action Plan for Achieving Goals
• Possibility Thinking
• 18-Step New Life Story Growth Plan
• 11 Maxims of Sustained Growth

Module 10. Your New Wellness Story®

I. The Wellness Revolution
A. Wellness Defined
B. Wellness as Choice
C. The Wellness System of Energy

II. Authoring Your New Wellness Story®
A. The Mindset of Wellness
B. Why Is Change So Difficult?
C. An Application of Change
D. Brain Programming for Wellness

Workbook Tools

• Wellness Defined
• The Wellness System of Energy
• The Mindset of Wellness
• Identify Body Language
• Wellness Initiatives
• Wellness Mind Mapping
• Why Is Change So Difficult?
• Brain Programming for Wellness
• Wellness Focus and Visualization

Addendum

I. Client Information Packet
II. Case Study: An Application of Live a New Life Story® in an Unlikely Setting
III. Little Things Count

Life Story Glossary