Tool Examiner: Investing Your Time and Energy

This “Tool Examiner” article looks at the Investing Your Time and Energy tool.

Investing Your Time and Energy is the newest 1-on-1 Practice Tool. Each question is designed to help your clients identify activities and endeavors that have enriched their lives in the past, provide value now, and will nurture a sense of satisfaction and purpose in . . . → Read More: Tool Examiner: Investing Your Time and Energy

“Tool Examiner: Personal Insights about Money”

“Tool Examiner” articles take an in-depth look at a specific tool from within the Money Quotient suite of Financial Life Planning® 1-on-1 Practice Tools, and provide tips and techniques for successfully using the tool with clients. This article looks at the Personal Insights about Money tool.

Personal Insights about Money is designed to increase your clients’ understanding . . . → Read More: “Tool Examiner: Personal Insights about Money”

“Tool Examiner: Visualize Your Future”

“Tool Examiner” articles take an in-depth look at a specific tool from within the Money Quotient suite of Financial Life Planning® 1-on-1 Practice Tools, and provide tips and techniques for successfully using the tool with clients.

The Visualize Your Future worksheet is designed to follow the Wheel of Life exercise. It will help your clients clarify their . . . → Read More: “Tool Examiner: Visualize Your Future”

“Tool Examiner: Personal Insights about Change”

“Tool Examiner” articles take an in-depth look at a specific tool from within the Money Quotient suite of Financial Life Planning® 1-on-1 Practice Tools, and provide tips and techniques for successfully using the tool with clients.

Our lives are permeated with change. We cannot stop change, but we can often do a better job of preparing for . . . → Read More: “Tool Examiner: Personal Insights about Change”