Wealth intelligence a fresh perspective

FRESH Intentional Wealth
for Women
Donna Schumell, SVP and Chief Innovations Officer
March, 2015

VALUES EXERCISE
1. Sort values into two categories  those that fit you
well (your core) and those that do not.
2. Reduce your core to the 15 values that are ideally
important to you.
3. Reduce the values to the 10 that are very important
to you.
4. Narrow the list to the 5 values most important to
you.
5. When finished, record your top 5 values and save
for future reference!
© 2015 think2perform. All rights reserved.

Who Are We?
“We are the most in-debt, obese, addicted
and medicated adult cohort in U.S. history.”
— Brené Brown, The Power of Vulnerability

Choice
“The greatest weapon
against stress is to
“choose” one thought
over another.”
-William James

And Now, The Rest of the Story

THE LOGIC CHAIN: Self-Awareness leads to …
Source: William Bridges
Self-Awareness

Effective Decision-Making which leads to …
Self-Awareness
Effective
Decision-Making

Effective Self Management which leads to …
Self-Awareness
Effective
Decision-Making
Effective Self-
Management

Leader and Relationship Effectiveness!
Self-Awareness
Effective
Decision-Making
Effective Self-
Management
Leader &
Relationship
Effectiveness

The Alignment Model
Ideal Self
Moral Compass
Frame 1
Principles
Values
Beliefs
Goals
Frame 2
Purpose
Goals
Wants
Real Self
Behavior
Frame 3
Thoughts
Feelings
Actions

Frame 1: Moral Compass
Ideal Self
Moral Compass
Frame 1
Principles
Values
Beliefs
Goals
Frame 2
Purpose
Goals
Wants
Real Self
Behavior
Frame 3
Thoughts
Feelings
Actions

VALUES EXERCISE
1. Your Top Five?
2. Share with another!

Values or Principles?

Values, Beliefs and Behaviors
BEHAVIORS
VALUES AND BELIEFS

 Beliefs are the assumptions we
generally hold to be true, usually
without actual proof or evidence
 Beliefs can be about ourselves,
others in the world, or how we
expect things to be
 Beliefs reflect how we THINK
things are — they come from
our head
 The Cindy Crawford mirror
Beliefs or Assumptions?

Beliefs/Assumptions: T or F?
1. Beliefs are frequently unconscious
2. Beliefs are often partial truths, or were once true and are no
longer true
3. Beliefs are often contextual
4. They are frequently generational
5. Beliefs are frequently “inherited”
6. We seek to reinforce and validate beliefs with selective
attention (confirmation) bias
7. Beliefs can limit or empower your choices
8. My beliefs are reflected in my actions
9. What else is important about beliefs?

Exercise: Money Beliefs and Behaviors
What is significant
money memory you
have from your past?
How does it influence
you today?
What is a money
saying or quote that
has been a part of
your life?

Frame 3: Behavior
Ideal Self
Moral Compass
Frame 1
Principles
Values
Beliefs
Goals
Frame 2
Purpose
Goals
Wants
Real Self
Behavior
Frame 3
Thoughts
Feelings
Actions

VALUES/BELIEF CONNECTION
1. Is there a relationship between your beliefs about
money and your money behaviors?

1. KNOW Your Story WAIT?
1. MOW Moving Onto WELL
2. MAP My Action Plan
3. TAP Track Action Progress
4. CAP Check Alignment
Problems
Five Steps to Intentional Wealth

Experiential Triangle: Applying Self-Awareness
Source: Joe LeDoux, NYU
THOUGHTS
(rational center
of the brain)
EMOTIONS
(emotional center
of the brain)
PHYSIOLOGY
/ACTIONS
(habit center
of the brain)
Outside
Stimulus

The Freeze exercise
1. Say “freeze” and pause
2. Write down
• What am I thinking?
• What am I feeling?
• What am I doing?
3. Are my feelings, thoughts and actions aligned?
4. Is there a better choice for me right now?

Choices become Action-
able in a Plan
The Default
Your Past = Your Future
Intention Requires Choices

Ideal self
Guiding
principles,
values
& beliefs
Goals
Wants & goals
Real self
Thoughts,
actions
& goals
Creating alignment: living with intention
Are my actions consistent
with my values?
Do I know my values?
What do I want out of life?
What do I want out of my work?
Is what I want in alignment with my
values?

Frame 2: Goals
Ideal Self
Moral Compass
Frame 1
Principles
Values
Beliefs
Goals
Frame 2
Purpose
Goals
Wants
Real Self
Behavior
Frame 3
Thoughts
Feelings
Actions

What Do I Need to Start Doing?

4. TAP Track Action Progress
Control Direction

Step 5. CAP Check Alignment Problems
Throw Off
Discouragement

Triangles of influence
What do I have to think?
What do I have to do?
What do I want them to think?
How do I want them to feel?
What do I want them to do?
Others

a think2perform program
think2perform.com | 706 2nd ave s, #271, minneapolis, mn 55402

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