Audience
Everyone
Duration
1 day classroom
Level
Any
Overview
Money is a topic many avoid, misunderstand, or carry silent emotional weight around. Not because they lack intelligence — but because they’ve never been taught to understand money with clarity, confidence or compassion.
This workshop invites participants to explore their money mindset, uncover old patterns, and begin writing a new story of financial wellbeing and possibility. Through practical tools, reflective exercises, and meaningful conversations, participants learn how to align their finances with the life they truly want to live.
Outcomes
After this workshop, participants will be able to:
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Identify where money sits within their personal values, and why that matters.
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Understand their current relationship with money — and how it mirrors their broader habits and relationships.
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Break through limiting beliefs, emotional patterns, and family money narratives that hold them back.
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Redefine wealth as a form of well‑being, impact, and purpose.
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Apply foundational principles of financial intelligence in a simple, actionable way.
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Walk away with a personalised 3‑step Money Action Plan they can implement
Course Topics
Topic 1: Understanding Your Money Mindset
We start by grounding the session in your values. Participants reconnect with the insights from their Values Workshop and discover how their values silently shape their financial behaviour.
We explore:
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What the term money mindset really means
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How values drive our financial choices
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The Wheel of Life and how it reveals our personal “money map”
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Gender-driven value patterns and how they influence money behaviour
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A reflective opener on what money represents in each participant’s life
Topic 2: Your Relationship With Money
Just like relationships with people, our relationship with money has patterns, stories and emotions attached to it — often inherited, often unconscious.
In this topic, participants explore:
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Their ideal relationship with another person
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Their current relationship with money
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Patterns of neediness, avoidance, celebration, fear, or volatility
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How to treat money with the same respect, time, and attention given to meaningful relationships
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Practical steps to build a healthier, grounded connection with money
This is one of the biggest “aha” moments of the workshop.
Topic 3: Money Beliefs, Shadows & Family Patterns
Every person carries invisible beliefs about money shaped by childhood, culture, religion, and past experiences.
In this section, participants discover:
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The true meaning of wealth: well‑being + prosperity
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Their subconscious beliefs through a powerful sentence‑completion exercise
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Their “money shadow” — the parts of money they fear, reject, or project
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The family money patterns they’ve inherited and how to shift them
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How to move from a world of gain and loss to a world of growth and transformation
This topic helps participants see money with new eyes and release emotional weight.
Take-Away
Every participant walks away with:
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A renewed, healthier relationship with money
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A practical plan to support financial calm and confidence
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Tools they can revisit for months to come
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A sense of purpose-driven financial direction
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A meaningful first step toward long-term wealth and well‑being
Topic 4: Purpose, Service & Wealth Creation
Purpose is the foundation of prosperity. When people align their financial goals with their calling, money becomes a tool for contribution — not stress.
We explore:
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How purpose and service unlock income potential
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Why the people who serve the most people often create the most wealth
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How meaning fuels discipline, creativity and financial clarity
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A guided reflection: “My Purpose Is…”, linked back to participants’ top three values
This topic helps participants connect money to meaning — a core LGIT principle.
Topic 5: Foundations of Financial Intelligence
Financial wellbeing isn’t about being perfect — it’s about being consistent. We break financial intelligence down into simple, doable practices anyone can start today.
Participants learn:
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How compound interest works
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The difference between spending habits and saving habits
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The emotional stability created by savings
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A practical, accessible savings system
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How to shift from short-term gratification to long-term empowerment
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Why money is energy — and how to create steady financial flow
This topic builds confidence and replaces overwhelm with clarity.
Topic 6: Your Money Transformation Plan
To close the workshop, participants integrate everything they’ve learned into a personalised action plan.
This includes:
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Identifying the benefits and rewards of improving their relationship with money
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Completing a simple linking exercise that increases their “value” for money
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Choosing three powerful actions they will start today
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Signing and dating their commitment
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Participants leave feeling lighter, clearer, and genuinely empowered.