In an earlier blog this week I shared the first three steps for creating a new awareness, understanding and appreciation for your own and your clients’ financial life/lives and how to begin to make better friends with it. Those steps are reviewed below with the addition of three more action steps to support clients in nourishing and nurturing a friendship with their financial life.
- Make a clear and conscious choice to do so. All change is grounded in individual, emotional and personal choice. If you believe you have no choices in any situation in your life you are wrong because everyone has choices. Most likely it is actually that the choices you have aren’t the choices you want; when that is the case it is critical to understand that by making better choices today you will create more and better choices tomorrow and on into the future.
- In twenty-five words or less explain the benefits of making this choice. This can be in paragraph form or in list format.
- Identify three to five specific actions you can/will take to achieve the benefits you identified in step #2.
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