The Financial Wisdom of Ebenezer Scrooge

In the timeless traditions of The Tao of Pooh and Who Moved My Cheese, Rick reveals how the wisdom in Charles Dickens’s classic A Christmas Carol can help financial professionals facilitate financial health. The premise is simple: Money isn’t the problem; it is an unhealthy belief system and the relationship we and our clients have with money that matters. The character of Ebenezer Scrooge is the perfect model for exploring the elements of interior finance and how it applies to your financial planning. In the context of the story, we explore the stages of financial integration as they relate to Scrooge’s journey into his past, present and future. Learn how the three elements of financial integration are used to help you reach a more clear understanding of money and achieve financial peace.

  1. Use the metaphor of A Christmas Carol to understand your financial behaviors.
  2. Discover why every financial behavior makes perfect sense.
  3. Learn the five steps to financial transformation.