Coaching Financial Wellness

Coaching Financial Wellness

Financial wellness is a multi-faceted experience. Compared to physical, emotional, and spiritual well-being, finance discussions can be intimidating and uncomfortable, despite money's undeniable and unavoidable impact on our lives.

In this three-part webinar series, Brian Portnoy will define core concepts, introduce mental models that simplify our complex financial reality, and provide a clearly marked road map to navigate 'money life'.

In this 3-part webinar series you will learn:

• The four core expressions of financial wellness, including the idea of “funded contentment”
• The current neuroscience research on the "future self"
• Understanding our money "scripts" and how to edit our story for personal growth
• A 3-stage coaching model which connects the defining purpose, setting life (including financial) priorities, and making sound decisions
• How to comfortably and safely introduce money-related topics into your coaching practice without the need for any expertise in finance or economics

Who is this for?

Seasoned Coaches, Executive Coaches, Personal or Career Coaches, New Coaches, Coaching Supervisors, Internal Coaches or Leader Coaches.

Speaker Bio

Brian Portnoy, Ph.D., CFA helps people simplify the complex world of money. He founded Shaping Wealth, a financial wellness company, to work with: financial advisors offering holistic planning solutions for clients; organizations elevating employees or members; and families seeking to not only make better financial decisions but figure out how money fits into a meaningful life.

In his bestselling books, The Geometry of Wealth and The Investors Paradox, Brian articulates how we can align purpose with planning.

Connect with Brian