TRAINING MANUAL TABLE OF CONTENTS

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