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Showing 4 results for "MAI266;MAI259;SEM_STORY;MAI278;"
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PRACTICE MANAGEMENT ( 1 RESULTS)
Uncovering their unique history with money can help clients gain a deeper understanding of their relationship with money, and change any behaviors that might be interfering with their financial success.
LITERATURE (3 RESULTS)
Clients can learn how familial attitudes and beliefs about money may influence their own financial decisions today.
A guide to using our client worksheet, Your Money Story—What your past can reveal about your relationship with money (MAI259), which is designed to help your clients discover their money story.
A key part of discovering a money story is creating a money genogram. It’s like a family tree but instead of ancestry, the transmission of money messages instead traced.