Financial Therapy Series

A Financial Counseling Program

Our “Financial Therapy” Series is an inexpensive and powerful way to sample the transformative power of financial therapy.

[twocol_one]Our complete financial therapy process done at Onsite Workshops and featured in ABC’s 20/20 report, is clinically proven to reduce anxiety and depression around money and permanently change financial behaviors.[/twocol_one][twocol_one_last]
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In these one-hour sessions, financial planner Rick Kahler, CFP®, and a financial therapist work together to help you understand your money past, how it is affecting your current financial life, and how you can change your future.

[toggle title_open=”101. Your Money Scripts” title_closed=”101. Your Money Scripts” hide=”yes” border=”yes” style=”default” excerpt_length=”0″ read_more_text=”Read More” read_less_text=”Read Less” include_excerpt_html=”no”]After you complete a short narrative on your money history, Rick will lead you through an exercise to help you discover your money scripts. This process is an expanded version of the exercise described in Conscious Finance and The Financial Wisdom of Ebenezer Scrooge. Then you will take a financial assessment. Finally, you will receive a personalized financial roadmap and a one-hour consultation with Rick and a trained financial therapist.

The learning objectives of this experience are to help you:

  1. Identify your top ten money scripts
  2. Understand how your money scripts are affecting you today
  3. Link your money scripts to specific financial behaviors
  4. Create an action plan for going forward.

The tuition for this session is $695.

[/toggle][toggle title_open=”102. ReWiring Your Money Scripts” title_closed=”102. Re-Wiring Your Money Scripts” hide=”yes” border=”yes” style=”default” excerpt_length=”0″ read_more_text=”Read More” read_less_text=”Read Less” include_excerpt_html=”no”]Sometimes just knowing your top money scripts and how they affect your daily choices is enough to change your life. Many times, however, people need a little help modifying their most entrenched scripts. In this session, Rick Kahler, CFP®, will explain the concept of rewiring your money scripts, as well as discussing the money scripts of people who function best around money, and money scripts associated with “poor thinking”. Then, you will work with Rick and a trained financial therapist in a one-hour session designed to help you rewire your most embedded money scripts. Course 101 is a prerequisite.

The learning objectives of this experience are to help you:

  1. Reframe your most embedded money scripts
  2. Build flexibility around your rigid beliefs about how money works
  3. Give you a tool to help you continue to reframe money scripts
  4. Create an action plan for going forward.

The tuition for this session is $695.

[/toggle][toggle title_open=”103. The Money Egg Exercise” title_closed=”103. The Money Egg Exercise” hide=”yes” border=”yes” style=”default” excerpt_length=”0″ read_more_text=”Read More” read_less_text=”Read Less” include_excerpt_html=”no”]Knowing and modifying your top money scripts is sure to change your life in many ways. Yet sometimes, the most problematic money scripts are deeply embedded and held in place by our brains because of the depth or frequency of the financial trauma that created them. Most of us are not even aware of these financial traumas and how they have helped to create our problematic financial behaviors. In this session, Rick Kahler, CFP®, will lead you through the process of discovering your financial traumas. Then you will work with a trained financial therapist for two one-hour sessions to help you relate those traumas to your money scripts and your current financial behaviors. Course 102 is a prerequisite.

The learning objectives of this experience are to help you:

  1. Discover your financial traumas
  2. Tell your money story
  3. Understand how your money scripts came from your money story
  4. Understand how your financial traumas are affecting you today
  5. Create an action plan for going forward.

The tuition for this session is $695.

[/toggle][toggle title_open=”104. The Money Atom Exercise” title_closed=”104. The Money Atom Exercise” hide=”yes” border=”yes” style=”default” excerpt_length=”0″ read_more_text=”Read More” read_less_text=”Read Less” include_excerpt_html=”no”]The money atom is an exercise to help you gain a better understanding of the beliefs and attitudes about money that stem from your childhood and your experiences in your family of origin. The goal is to help you gain insight into any patterns and see the degree to which these early experiences have formed your current relationship with money. In this session, Rick Kahler, CFP®, will lead you through the process of discovering your family’s money history. Then you will work with a trained financial therapist for two one-hour sessions to help you relate those traumas to your money scripts and your current financial behaviors. Course 102 is a prerequisite.

The learning objectives of this experience are to help you:

  1. Learn how you internalized early money messages
  2. Tells your family’s money story
  3. Helps you further understand how your money scripts came from your money story
  4. Understand how your family’s money story is affecting you today
  5. Create an action plan for going forward.

The tuition for this session is $695.

[/toggle][toggle title_open=”201. Creating the Life of Your Dreams” title_closed=”201. Creating the Life of Your Dreams” hide=”yes” border=”yes” style=”default” excerpt_length=”0″ read_more_text=”Read More” read_less_text=”Read Less” include_excerpt_html=”no”]What have you always wanted to do, see, or become? Here is the chance for you to take a “time out” and dare to dream. Rick Kahler, CFP®, has helped hundreds of people realize their dreams. As one of his clients recently told him, “We are living our friends’ vacations!” Rick will explain why the normal “goal-setting” exercises you’ve tried before have probably failed, and he will lead you through his Life Aspirations exercise. This exercise is designed to help you discover your life aspirations and take action to help them become reality. Then you will work with Rick and a trained life coach during a one-hour consultation to explore your aspirations and goals, then to create an action plan to make them become reality.

The learning objectives of this experience are to help you:

  1. Discover your life aspirations
  2. Create an action plan to support your aspirations
  3. Identify those most likely to succeed and fail
  4. Create an action plan for going forward.

The tuition for this session is $695.

[/toggle][toggle title_open=”202. Turning Energy Drainers into Energy Makers” title_closed=”202. Turning Energy Drainers into Energy Makers” hide=”yes” border=”yes” style=”default” excerpt_length=”0″ read_more_text=”Read More” read_less_text=”Read Less” include_excerpt_html=”no”]Is your “to do” list ever growing? Do you have things you’ve needed to get done but never get to them? Do you carry list of things “I should be doing” in your head? Are there people, obligations, and things that just suck your energy? Coaches tell us that often we don’t have the energy to embark on the things in life that really give us meaning because we have so many unidentified energy drainers in our life. In this session we will help you identify things in your life that are draining your energy and blocking you from living your life to the fullest. Rick Kahler, CFP®, will lead you through the Incompletion Exercise. Then you will work with Rick and a trained life coach during a one-hour consultation to explore your energy drainers and create an action plan to plug them, permanently.

The learning objectives of this experience are to help you:

  1. Discover your energy drainers
  2. Identify unidentified incompletions
  3. Create an action plan to eliminate them.

The tuition for this session is $695.

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