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Mindful Money Makeover
Welcome
Welcome to Mindful Money Makeover (VIDEO) (PDF) (21:04)
MMM Mastermind Group - Link (Facebook)
MMM Coaching Calls - Link to Register
Phase 1
Phase 1 / Feminine: Your Money Blueprint (VIDEO) (PDF) (24:27)
Meditation: Forgiveness (Phase 1)
Phase 1 / Masculine: Business Income (VIDEO) (PDF) (28:54)
Your Business Vision (Phase 1) - Download & Fill
Uncover Your Strengths, Talents, and Values - Resources
Ideal Client Interviews (Phase 1) - Download
Connection Questions (Phase 1) - Download
Checklist: Phase 1
Phase 2
Phase 2 / Feminine: Becoming a Match for Money (VIDEO) (PDF) (16:34)
Meditation: Gratitude (Phase 2)
Phase 2 / Masculine: Business Money Map (VIDEO) (PDF) (17:38)
Mindful Money Map (Phase 2) - Download & Complete
Expense Tracker Sample - Resource
Checklist: Phase 2
Phase 3
Phase 3 / Feminine: Letting Go (VIDEO) (PDF) (16:21)
Meditation: Release (Phase 3)
Phase 3 / Masculine: Business Cash Flow (VIDEO) (PDF) (40:28)
Communication Styles (Phase 3) - Link & Download
Checklist: Phase 3
Phase 4
Phase 4 / Feminine: Your Vision (VIDEO) (PDF) (22:32)
Creating Your Vision (Phase 4) - Resources
Meditation: Vision (Phase 4)
Phase 4 / Masculine: Personal Wealth Foundation (VIDEO) (PDF) (28:18)
Balance Sheet (Phase 4) - Download & Complete
Estate Planning (Phase 4) - Link with Discount Code
Life Insurance (Phase 4) - Resource
IRS Rollover Chart - Resource
Phase 4 / Credit Scores & Payment Strategy (VIDEO) (PDF) (16:16)
Phase 4 / Student Loan Strategy (VIDEO) (PDF) (2:29)
Checklist: Phase 4
Phase 5
Phase 5 / Feminine: Goddess Within You (VIDEO) (PDF) (14:42)
Meditation: Resonate (Phase 5)
Phase 5 / Masculine: Setting Your Money Goals (VIDEO) (PDF) (20:11)
Prioritize Your Goals (Phase 5) - Download & Complete
One-Page Financial Plan (Phase 5) - Download & Complete
Personal Wealth Worksheet - Download (Excel)
Checklist: Phase 5
Phase 6
Phase 6 / Feminine: Love (VIDEO) (PDF) (20:28)
Meditation: Love (Phase 6)
Phase 6 / Masculine: Investing (VIDEO) (PDF) (37:33)
Risk Tolerance Questionnaire (Phase 6) - Download & Complete
Choose Your Health Plan - Resource
Savings Goal Calculator - Link
Checklist: Phase 6
Phase 7
Phase 7 / Feminine: Receiving More Money (VIDEO) (PDF) (15:36)
Meditation: Celebration (Phase 7)
7 Steps to More Money - Download & Print!
Phase 7 / Masculine: Growing Your Wealth (VIDEO) (PDF) (38:42)
Robo Advisor: Schwab Intelligent Portfolios - Link
Growing Your Wealth Solutions - Resources & Links
Checklist: Phase 7
Coaching Calls
LINK to Register for Coaching Calls (Zoom)
12/10/2020 Coaching Call (61:57)
01/14/2021 Coaching Call (32:09)
02/11/2021 Meditation with Alison Laichter (64:09)
06/03/2021 Coaching Call (48:20)
06/17/2021 Coaching Call (82:13)
07/15/2021 Coaching Call (13:35)
08/26/2021 Coaching Call (59:53)
09/09/2021 Coaching Call (69:52)
Robo Advisor: Schwab Intelligent Portfolios - Link
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