Money Beliefs Workshop

April 27th from 1-4 pm Eastern Cost: $149 per person [Pending approval for 2 CFP Board CE credits for attendees] Join Maggie Klokkenga, CFP®, CPA, AFC® candidate, Ed Coambs MBA, MA, MS, CFP®, CFT-I™, LMFT, and Sarah Fallaw, Ph.D. for a hands-on workshop to help you apply the psychology of financial planning to your practice. You’ll learn how to use a structured process for exploring money beliefs, and best practices for being flexible in …
What Are Money Scripts? Money scripts are general beliefs about money that are often unconscious and learned during childhood or early adolescence. Money scripts tend to be passed down through generations. These money beliefs tend to be partial truths about money or those who have (or do not have) money. Money scripts are related to different financial outcomes. Money scripts are often measured in financial planning or coaching to understand how financial beliefs might …
Independent of our unique individual personality traits, values, and attitudes, we know that financial decisions and behaviors have the most significant impact on achieving money goals. Carrie Rattle, CEO & Founder of Behavioral Cents, is a financial therapist and coach who works to engage clients in exploring their money beliefs with the ultimate goal of helping to optimize their financial behaviors. In the brief conversation below, we explore how Carrie uses behavioral assessments in …

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