MyMoneyMindset came out of my personal experience as a woman who was widowed and left to care with a 2 year old. I was educated, savvy and very confident. Until I was left alone having to navigate a world in which my centre was no longer. During this time, I was conducting research into the financial services industry and looking at the role and meaning of trust in the securities sector. What I learned professionally was that personal money conversations are often tough for financial professionals to have. What I learned personally is that my savvy, intelligence and business background did not equip me to deal with my money.
In the first 9 months of my relationship with my advisor, I lost 10% of my investments! Real hard cash. If it could happen to me, it could happen to you. I knew that one day I would combine my research, my business acumen and my personal story to help others. One day is here and I’d like to share my new program with you.
MyMoneyMindset is a one of a kind online assessment tool which helps you to discover your financial mindset. You complete a 10-minute confidential survey that analyzes your emotional and rational financial predisposition according to six fundamental dimensions:
- Financial Acumen
- Trust Orientation
- Analytical Orientation
- Abundance Orientation
- Optimistic Orientation
- Urgency Orientation
- Risk Orientation
Click send and immediately receive your custom report right on your desktop. You can then better understand how and why you make the financial decisions which you do. It also helps you to begin the conversation with family and your financial advisor and/or planner about the best way in which to communicate with you and share important information.
The most important piece of the puzzle is that the tips help you to begin to understand yourself and how to gain more control over your financial future.