[ Click to Close ]

  • Intrinsic Motivators
  • Deficiency Motivators
    • Self-Esteem Needs
    • Love & Belongingness Needs
    • Safety & Security Needs
    • Physical/Emotional Needs
    • Physiological Needs

Security

[ Click to Close ]

  • Intrinsic Motivators
    • Ideal Self
  • Deficiency Motivators
    • Self-Esteem Needs
    • Love & Belongingness Needs
    • Safety & Security Needs
    • Physical/Emotional Needs
    • Physiological Needs

Security

[ Click to Close ]

Forgiveness /\ Termination

Acceptance / Listen Carefully! \ Maintenance

Depression / Where are you now? Take a deep breath! \ Action

Bargaining / Identify your emotions. Is it scarcity related, fear, anger, shock, sadness? Think twice! \ Preparation

Anger / Give your head & heart time to connect. Is it a money or life script? \ Contemplation

Shock/Denial / Co-discover solutions w/ trusted advisers or friends based on your ideal self & life plans. \ Pre-contemplation

[ Click to Close ]

[ Click to Close ]

Increased Potential Reward Through Appreciation

Increased loss of Capital

Elements of a Financial Plan

  • Commodities
  • Futures, Hedge Funds
  • Emerging Markets
  • Equities & Equity Funds
  • Bonds & Bond Funds
      • Lower-Risk
        Gov. Tips
      • Average Risk
        Muno, Corp
      • Higher-Risk
        Junk
    • (Higher Risk-Higher Returns/Yields)
  • Real Estate, Raw Land, Rentals, Commercial
  • Safety/Security (Low Risk-Low Return)
    • Short-Term Government & Municipal Bonds
    • Cash Money Market Funds, Savings, Cert. of Deposit
  • Medical Powers of Attorney, Wills, Trusts
    • Long-Term Care, Life Insurance, Emergency Funds
    • Insurance: Auto, Home, Liability, Health, Disability Income

Increased Risk of Loss of Purchasing power

Increased safety of Capital

[ Click to Close ]

  • WISDOM & KNOWLEDGE Creativity Curiosity
  • Responsible Entrusted Welcomed Perspective
  • Open-Mindedness Love of Learning Valued Fairness
  • Admired Appreciated Respected Significant Satisfied
  • Common Victimized Judged Labeled Trapped Clouded
  • Dejected Discouraged Grief-Stricken Depressed Discontented
  • Pressured Obligated Disoriented Regretful Humiliated Displeased

[ Click to Close ]

  • Purpose & Meaning Vigor Humor COURAGE
  • Fulfilled Future-Mindedness Optimism Bravery
  • TRANSCENDENCE Appreciation of Beauty & Excellence
  • Citizenship Social Responsibility Leadership Mindfulness
  • Exuberant In-Control Competent Organized Focused Weak
  • Secure Belonging Passionate Connected Anxious Distrustful
  • Uncertain Indecisive Apprehensive Hesitant Worried Incapable

[ Click to Close ]

  • Peaceful Committed Vitality Playfulness
  • Teamwork Honesty JUSTICE Enthusiasm Zest
  • Spirituality & Faith Persistence Integrity Authenticity
  • Inspired Generous Grateful Resilient Harmonious Valor
  • Complacent Ambivalent Anxiety Fearful Scarce Ignored
  • Unapproved Unloved Unlovable Shocked Angry Sad/Woeful
  • Disconnected Dis-Ease Frustrated Resentful Shamed Embarrassed

[ Click to Close ]

  • TEMPERANCE Prudence & Self-Regulation
  • Kindness Generosity HUMANITY Nurturance
  • Care & Compassion Altruism Social & Emotional
  • Intelligence Forgiveness & Mercy Humility Modesty
  • Thwarted Vulnerable Impotent Powerless Inadequate
  • Lost Out-of-Control Unfocused Shackled Consumed Indifferent
  • Disorganized Irresponsible Confused Exposed Nervous Suspicious