The Seven Stages of Money Maturity® 2-Day Online Training

A Model for Understanding and Developing Client Relationships and One’s Own Relationship to Money

Would you like to see much more follow through on your carefully crafted financial planning advice? This 2-Day course dives into the actual drivers and biases around money and the innocent/habitual messages on which clients base their financial decisions. After going through a series of listening exercises and illustrative storytelling of the Seven Stages philosophy, you’ll be able to recognize the signs of each of the stages and how to best support your client’s unique situation. Graduates find themselves to be better listeners and better equipped to deeply understand the client’s and one’s own money drivers and biases. It introduces the EVOKE® Life Planning methodology as a framework for prompting open-ended conversations that help you know your client and how they ascribe meaning to money. EVOKE® is a signature series of meetings that help you guide clients to discover and live into their lives of greatest meaning.

This course is a companion to George Kinder’s book, The Seven Stages of Money Maturity, which pioneered the financial life planning movement over 20 years ago. This is a course that benefits you both personally and professionally to become more aware of your relationship with money. Use the Seven Stages to control money’s purpose instead of it controlling you.