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Heal Your Relationship with Money
Introduction
Welcome to your new money relationship
What you will need for the program
Introductory questionnaire
Get your feet under you: Understand your background with money, and your current situation
Current money snapshots
What are your financial dreams?
JOURNAL: Visualize financial health
Lay the foundation: Learn about expenses and intro to budgeting
The four kinds of expenses
Understand your bare-bones expenses
Understanding your subscriptions and infrequent expenses
Understand your values
A better way to budget (12:55)
Build on the foundation: Learn to track your spending, and budget for future expenses
Starting with YNAB - 1. The 4 rules (12:03)
Starting with YNAB - 2. Signing up and adding accounts (26:36)
Starting with YNAB - 3. Adding categories and budgeting (39:14)
The flow of money in YNAB (13:46)
JOURNAL: Your feelings about your spending
BUSINESS TRACK - Clarity for your business: Separate your personal and business finance
Current business money snapshot
Understanding your variable income (11:24)
Separate your business and personal finances
JOURNAL: How do your business finances make you feel?
RELATIONSHIP TRACK: Clarity for couples: Foundational Strategies
How do you manage money now?
Managing money together
Wine and YNAB monthly meetings
JOURNAL: Loving, supportive communication
Learn how you relate to money (especially when stressed)
Remapping your money buttons
Letting go of guilt and shame
JOURNAL: Letting go of guilt and shame
Benefits of a new money relationship
JOURNAL: Visualize your healthy relationship with money
Understand your values: How can money help you build the life you want?
Your spending and your values
Saving for a fulfilling life (19:01)
Dreams and savings goals
JOURNAL: Brainstorm ways to decrease spending and increase income
Create your long(er) term plan
Get to zero debt without losing your mind (28:11)
Create your long term savings plan (14:32)
The value of money in your life
What is investing? (13:44)
JOURNAL: Feelings about debt and savings
Put the feedback loop in place: How do you evaluate how you’re doing?
Set up savings goals in YNAB (13:52)
Using the reports in YNAB (10:47)
Printable progress chart templates
What do you do when your expenses are more then your income?
Self-evaluation
Receiving and Giving: Finding joy in the giving and receiving of money
Asking for what you want
JOURNAL: Asking for what you want
Receiving money into your life
JOURNAL: Receiving money into your life
What kind of giver are you?
JOURNAL: Giving exercise
BUSINESS TRACK: Create a business budget that will create clarity and success for your business
Introducing Profit First
Setting up your business budget (10:03)
HOMEWORK: Set up your business budget
How much income do you need?
RELATIONSHIP TRACK: Create harmony and open communication within the relationship
Partner Worksheet: Understanding your values
Partner Worksheet: What are your money buttons?
REVIEW JOURNAL: Wine and YNAB monthly meetings
The practice of prosperity: setting yourself up to sustain the money practice
Establish your money groove (11:38)
Ebbing and Flowing with your Money
Final self-evaluation
Final wrap-up
Request for testimonial
Resources and Further Reading
Reading List
The Five Whys
Understanding Credit Cards in YNAB (35:15)
What is Credit Card Float?
How can I get it without buying it?
What kind of giver are you?
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