NEW MONEY STORY Trainer TOC

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®

Module 9. THE WEALTH OF WELLNESS

• 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

NEW MONEY STORY GLOSSARY®

ADDENDUM

• 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