Creative Exercises for Opening Up the Money Conversation

A Guidebook Introducing 6 Wild Money™ Templates to Use with Your Clients

Financial planning is more than just numbers. Every person has an individual relationship with money. Exploring this relationship with your clients can lead to extraordinary insights and personal development.

Creative Exercises for Opening Up the Money Conversation will guide you in the use of the included 6 Wild Money™ Templates. You and your clients will benefit by working through the exercises:

  • Wild Money™ Self-Assessment,
  • Money & Me Right Now Parts I, II, and III,
  • Money Memoir, Mind Map: How My Feelings Impact My Spending, and
  • For the Record.

fpa 6 templates

Creative Exercises for Financial Planners

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