FI Charts

These slides are intended tohelp you prepare flip charts

and for active chartingin conjunction with the

FI Instructor Guide

Financial Integrity

TransformingYour Relationship With Money

Session 3

Welcome Back!

Parking Lot

Check-in and Review

Questions?

Stories?

• Check-in and review

• Step 7 – Maximizing Your Income

• Step 8 – Capital and the Crossover Point

• Step 9 – Financial Independence

• What’s next?

• Closing

Session 3 – Overview

In-flow (income) & Out-flow (expenses)

Step 7

Maximizing Your Income

Step 7

Consider the possibility of:

* Moving toward the highest possible income

* Commensurate with your integrity and health

* For a finite period of time

Wall Chart

• Show wall chart with income below expenses.

• Opportunity to emphasize reducing debt (some people chart their debt reduction on their charts – this is not necessary for this step, though the topic might come up).

Step 8

Capital and the Crossover Point

Step 8

Capital

is the result of

Income > Expenses

Step 8

Investment:

your capital

creating more income or

other potential wealth

for YOU

Wall Chart

• Show wall chart with investment income increasing over time

• Then hitting the “cross-over” point.

Step 9

Securing

Your Financial Independence

Step 9

Financial Independence:

KnowledgeableAdeptand

Sophisticated

about safe, long term, income-generating investment vehicles

Step 9

Disintermediation:

Dis – inter – mediation

“No middle man”

Going directly to the source

Step 9

Financial Independence

Taking responsibility for:

• knowing how to invest in accordance with your goals and values

• implementing and managing those investments

Step 9

Financial Independence

Capital

Cushion

Cache

Step 9

Suggested Investment Criteria

• Safety• Guaranteed Stable Income• Liquidity• Minimized costs (money)• Minimized costs (life energy)• Long-Term

Discussion

What’s next for you?

Step 7 –

Step 8 –

Step 9 –

Session 3 – Review

Financial Integrity

Final Review

Why FI?

• Reduce stress about money• Have more clarity about money• Feel more in control• Get out of debt• Live within my means and save• Be able to do the work I want to do • Reconnect with my purpose in life• Have more time for what’s important to me

Financial Integrity

Thank you for participating!