top of page

Financial Wellness Workshops

Mission

Our financial wellness workshops are designed to bring the topic of money to the forefront of the conversation and empower participants with the knowledge they need to create a financially-fit and successful lifestyle. This involves understanding your current relationship with money, how it was formed and steps you can take to transform it into a positive influence in your life.

A Few Sample Questions & Topics This Workshop Cover

Money & Emotions

  • Identify the emotions you most often have around money — and how these emotional responses and attachments impact your spending and saving habits.

  • Understanding the impact that these feelings have had on past financial decisions, inability to even make decisions and/or “mistakes” that you’ve been unable to forgive.

  • Understanding how these emotions are holding you back when it comes to your financial life and your financial “success”?

  • Identifying and confronting the things you are most afraid of when it comes to challenging, changing and/or improving your financial situation.

  • Understanding how to start changing your emotional responses to money, in order to build a more successful relationship with your finances.

  • Create a plan to address these issues and build a plan to start making changes today.
     

​

Before you can get on the path toward achieving a positive state of financial wellness, you need to better understand how your relationship with money was formed and how it’s currently impacting your life. Think about the lens through which you see life – a lot of things have shaped the way you see and experience the world – your childhood, parents, family, friends, relationships, marriage, divorce, tv, movies, advertisements and other life experiences. These same experiences also impact your relationship with money and overall financial life and well-being. During childhood, you probably heard some version of “we can’t afford it” or “money doesn’t grow on trees” or “do you think I’m made of money?” Phrases like these, along with other experiences, have contributed to your money story and your mindset around the almighty dollar.

​

We will address the topics and questions related to the relationship that currently exists among your past, emotions, values and personal finances. A few examples include:

​

  • Your money story directly impacts how you view and use money in your life — your spending, saving, debt and more.

  • All of your life experiences up to this point have shaped your mindset around money and influence the decisions you make every day that impact your current financial status.

  • Only when you begin to recognize what your money story looks like — and tells you on a daily basis — can you begin to change the impact it has on your life, future and overall wellbeing.

  • We set aside time to identify and reshape your goals and values, which will allow you to modify your financial behavior in a way that aligns with the life you want to live.

  • We help you transform negative thoughts into more positive and empowering ones that allow you to achieve your goals.
     

Since your money story directly impacts your mindset, behaviors, decisions and overall wellbeing — learning how to rewrite this story will help you develop a more successful and sustainable relationship with money. Rewriting your money story allows you to create a positive and consistent mindset around money that provides you with the freedom and confidence to create the life you want.
 

​​

Understanding & Rewriting Your Money Story

Start Planning Your Custom Program Today!

@ 2022 ATR Financials

bottom of page