MOST Analysis

Mission Statement

Have you ever heard how you do money is how you do everything? Where money is concerned, you are either experiencing contraction (repelling it) or expansion (attracting it). Discover how you can clear your money clutter, so you can earn and save more money. You will obtain clarity, confidence, and freedom when it comes to money. You’ll learn a proven step by step process to allow you to take control of your financial future.

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Objectives

1. Money Legacy – Understanding your money story also known as your money legacy, is one of the most important things you can do to improve your financial situation. It’s critical to understand your current relationship with money—what you say about it, how you feel about it, what you believe about it, and how you use it. In this lesson, you will learn actionable steps to bring about positive change for your financial future including creating a new Family Money Legacy.
2. Expansion vs. Contraction – When it comes to money you have either an Abundance Mindset with expansive thoughts of (abundance, peace, freedom) or a Scarcity Mindset with contractive thoughts such as (fear, stress and lack). In this lesson, you learn how contractive thoughts can not only keep you from generating the income and lifestyle you desire but can sabotage your success in all areas of your life.
3. Clear Clutter – Having clutter in our lives can bog us down and create stress and overwhelm in lur lives. Decluttering and getting organized around money is a powerful first step to changing the direction of your money life. In this lesson, you will learn powerful steps to create a clutter free life.
4. Forgive Past – Many of us want to have a bright, shining future: filled with hope and clarity and empowerment when it comes to our financial futures. But something seems to be holding us back. As much as we desire a new future, we simply can’t move forward until we pause, looked into our past, and address the issues that are tying us to it. This course is all about forgiveness – why it’s the answer and exactly how to go about it.
5. Money Breakthrough – Your money mindset influences what you believe you can and cannot do with money, how much money you believe you’re allowed, entitled, and able to earn, how much money you believe you can and should spend, how you use debt, how much money you give away, and your ability to invest confidently and successfully. In this lesson you will lean to shift your money mindset with a money breakthrough that will allow you to instantly up-level your confidence, create a new, empowered money mindset, and feel on fire about the special brilliance you bring to the world.
6. Relationship with Money – We have relationships with almost everything in our environment, including concepts, and yes…even money. In order to be financially successful, it is necessary for you to adopt a new money mindset. This means not only removing blocks, forgiving, shifting your mindset but also creating a new healthy and empowering relationship with money.
7. Need vs Want – When creating a monthly budget, one of the most important steps is to categorize your spending by whether it is a “need” or a “want.” It is also one of the most difficult steps to take because what constitutes a need versus a want varies from person to person. It’s also easy to mistake wants for needs if you’re so used to having them that you can’t imagine life without them. However, as we demonstrate in this lesson, needs, and wants are not the same thing and why it’s critical to understand the distinction between them.
8. Financial Literacy – Many consumers today have a basic understanding of finance. Indeed, a lack of financial knowledge may be one of the reasons why many individuals struggle with saving and investing. Few people are prepared as financial decision-making becomes more complicated. That is why Financial Illiteracy is the #1 crisis in America! Understanding the value of money and how it works can significantly impact our future.
9. Money Management – Your overall wealth has less to do with how much money you make and more to do with learning how to manage your money. Whether you earn $100,000 or $1 million, developing your money management skills can help you achieve financial freedom, retire comfortably, and much more. The good news is that you don’t have to be a math genius or a millionaire to learn about money management. Money management is fundamentally about changing your mindset and developing good habits – habits we will do a deep dive in during this course.
10. Money Goals – It’s important to focus on what you want and create goals when it comes to money. Imagine what it will be like to live debt-free, achieve financial stability, and have the ability to spend your money on the things you value most. When you focus on what you want vs. your current situation it’s far easier to stay motivated and reach your financial goals. During this lesson, we will help you breakthrough your financial glass ceiling determine your freedom number, set your new bold money goal and create your “Money Mantra”.
11. Action and Accountability – Every person in the world wants a comfortable life, smooth relationships, and enough money to live comfortably, have their own house, car, and enough money to enjoy their yearly or monthly vacations. But just having a dream, plan, or vision for your work isn’t enough. To have this kind of life, the most important thing that is required is action. In order to get your desired outcome, you must take action. This lesson is all about learning what actionable steps to take to create the life and financial future that you want.
12. Money Power – Money is a metaphor for your self-worth. If you are not making the money that you desire somewhere in your life you are giving your power away. We’ve all felt as if we were at the mercy of what happened to us. However, just because you believe you are powerless does not imply that you are. When you feel powerless, it’s usually because you’ve chosen (consciously or unconsciously) to give away your power to others. The great news is that you can do something about it. In this lesson we will go through a powerful process to help you re-claim your power in your life and with money.

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Strategies

1. Learn and implement the steps to create a new Family Money Legacy.

2. Method to move out of contraction and into expansion when it comes to money.

3. Discover strategies to eliminate clutter in your life and access the 10 steps to de-clutter your finances.

4. Learn a “letting go” tool and create a forgiveness letter.

5. Adopt a new mindset with the 8-step process to improve your money mindset and method to create your own money breakthrough.

6. Learn 5 powerful ways to creating an empowered relationship with money and process to create a sacred relationship with money.

7. Learn the 5 levels of Maslow’s Hierarchy of Needs and develop a strategy to discern wants from needs.

8. Identify 7 reasons why financial literacy is important to your financial success.

9. 10 simple ways to successfully manage your money.

10. Identify your freedom number, create money goals and a new “Money Mantra.”

11. Discover how to prioritize money in your life with the 7 financial priorities, learn powerful action and accountability steps as well as create a money vision board.

12. Learn the 7 Money Archetypes, 10 ways we give our money power away and a step-by-step process to re-claim it.

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Tasks

1. Go through the Study Guide and Distance Learning lessons first and make notes.

2. Identify the key relationships that need to be managed to ensure project success.

3. Determine needs, critical drivers, concerns, and interests for each relationship.

4. Ensure that these relationships are built and maintained on a regular basis, by soliciting ideas, comments, and assessing value.

5. Schedule a meeting for the participants to meet and discuss the workshop within 30 days.

6. Participants to share expectations and feedback during the workshop.

7. Set a deadline for determining and analyzing the time commitment for each of the participants.

8. Participants to demonstrate personal presence, get feedback, and make a plan for further development.

9. Participants to experience the challenges of change and apply learnings to the philosophy of leading change.

10. Participants are to complete each exercise fully, actively participate in all of the group exercises and be willing to discuss the process and results with the group.

11. Participants to complete their project by identifying and implementing changes discussed throughout the workshop.

12. Participants to review resources for inspiration and identify at least one new tool for adoption from the provided list.

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Introduction

Material wealth and financial success provide more freedom and comfort in life, as well as less stress and hardship. Many of us want to make more money and believe we have a greater potential for wealth than we do now. We may even have a good idea of how to make money, but something is still holding us back. If you don’t feel like you’ve reached your full potential for success, perhaps a change in your money mindset is in order. We can’t change our life if we’re worried about money, and we can’t be happy if you’re constantly stressed about money. Chances are, that you have something to share that offers great value or that can make a difference. If you’re worried about or conflicted around money, you won’t be able to get your gifts or talents out into the world.

This workshop – on Money Mindset dives in deep to uncover where this FEAR around money comes from and how you can shift it and begin to feel empowered when it comes to making and managing money.

With a better understanding of your money mindset, you can begin to take action to change it and transform your relationship with money.

What exactly is Money Mindset?

A money mindset is your distinct and individual set of core beliefs about money and how it functions in the world.

It is your monetary attitude. Your money mindset influences what you believe you can and cannot do with money, how much money you believe you’re allowed, entitled, and able to earn, how much money you believe you can and should spend, how you use debt, how much money you give away, and your ability to invest confidently and successfully.

Your attitude toward people, rich and poor, is influenced by your money mindset. Do you think rich people are evil, mean, materialistic, and greedy, and thus you don’t want to be like them? Do you believe that poor people are noble and virtuous, the salt of the earth – and that it is therefore preferable to be like them?

Another indicator of your money mindset is how you handle yourself in financial conversations: do you feel vulnerable and intimidated, or confident and in control? Are you comfortable asking questions – either yes because you feel safe doing so, or no because you’re shy and embarrassed? Do you have an unspoken belief that money is a man’s world and that women should not be concerned with it?

What’s fascinating about our money mindset is that it resides in our unconscious mind. And it can lie dormant for a long time. However, by becoming an astute observer of your thoughts, feelings, bodily reactions, and interactions with money, you gain awareness of your current set point and the ability to shift your mindset.

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History of Money Mindset

Many of our core beliefs about money are formed in childhood as a result of observing and internalizing money messages from our parents, friends, community, and other caregivers. Our parents, in particular.

Little children absorb everything they come into contact with. We paid close attention to how the adults closest to us dealt with money and life – did your parents fight about money, or were they cool and collected when family finances were discussed?

Why is it Important?

Understanding your money mindset and where it came from can aid in its transformation. Just as you would enter your coordinates into a navigator before embarking on a journey, you should be aware of and comprehend your current financial beliefs.

Knowing where you started helps you realize how far you’ve come as you shift your mindset. It’s like looking at the map and realizing you’ve already traveled 200 miles. The difference with money is that it is a once-in-a-lifetime journey. We never arrive at our destination. We’re just getting started. The journey is the destination.

How to Change Your Money Mindset.

Awareness is the first step toward changing your money mindset. Pay attention to your money-related thoughts, behaviors, and actions. Your feelings will be influenced by your financial thoughts. And your emotions influence your behavior.

For example, if you believe money is a scarce commodity, you will be stressed and anxious. You may lash out at family members for their financial frivolity, carelessness, or money mistakes. You are not likely to be generous, and you may even hoard money and material possessions.

We either have expansive thoughts about money (abundance, joy, peace) or contractive thoughts such as (lack, scarcity, or fear).

Most often we have made any financial mistakes that we wish we could undo. It’s perfectly normal! We’re all guilty of it. It’s a part of our financial education and maturation. Furthermore, neither our parents nor our school systems taught us anything about proper money management. As a result, we learned through osmosis and trial and error. It is essential to forgive ourselves for our financial blunders. Allow ourselves to let go of the past and let go of any feelings of shame, guilt, or stress.

It takes time, focus and a structured process to change your money mindset. It’s time to get started if you want to have a more joyful, abundant, and confident relationship with your money. The journey is the destination. Let’s begin your money mindset shift journey.

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Executive Summary