What is your money script?

Discovering why you are the way you are with money

by Jamie Bosse, CFP®, RFC, CCFC

Many of our beliefs about money are shaped in childhood and can impact our habits and decisions as adults.  Experts say that these unconscious views of money are often set before age 10.
 
The Money Scripts® assessment was created by psychologist Dr. Brad Klontz to help people understand why they make the choices they do and how these biases can be hindering their financial health.  Knowledge is power.  The more you know about yourself, the more you can do about it.  Once we understand the “why” behind our decisions and habits, we can choose to make different ones – better ones.

Enjoy these free resources, including Return On Life Assessment and a complimentary 1:1 session with Jamie.

 

About Jamie

Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children’s book series. Her financial articles have been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.

Jamie is an active a member of the Financial Planning Association and International Association of Registered Financial Consultants. She is a past board member and President of the FPA of Oregon and SW Washington.  She is currently on the board for the Greater Kansas City Chapter of the Financial Planning Association.

                        Resources

Download with Better Quality Here: Money as You Grow Milestones

Download: Money as You Grow Age Groups

 

Return on Life (ROL)

The majority of our industry focuses on performance, otherwise known as return on investment. With our clients, we use a much more effective approach called Return on Life™. The result of this ROL-centered approach is that our clients are able to live the best lives possible given the money they have.

With ROL, you don’t give up the best of life or the best parts of yourself just to get money. The money is there to serve you, not vice versa. Instead of focusing on someone else’s definition of success, you will write your own. ROL puts quality before quantity by managing your assets in a way that improves your life and provides peace of mind and confidence.

Thank You for attending! We’ll be sure to keep in touch!

Take the ROL Assessment Here!

913.345.1881