Many of our beliefs about money are shaped in childhood and can impact our habits and decisions as adults. Experts say that these unconscious views of money are often set before age 10.
The Money Scripts® assessment was created by psychologist Dr. Brad Klontz to help people understand why they make the choices they do and how these biases can be hindering their financial health. Knowledge is power. The more you know about yourself, the more you can do about it. Once we understand the “why” behind our decisions and habits, we can choose to make different ones – better ones.
Join us to see what unconscious beliefs are holding you back from creating the lifestyle you truly want.
One attendee will receive an hour-long one-on-one session with Jamie to discuss results of your Money Scripts® assessment. Every attendee will receive a free Money Scripts® Assessment and a free copy of the Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future eBook.
Jamie Bosse, CFP®, RFC, CCFC works with clients to help them Master What’s Next® by clarifying their goals, creating a financial plan, and taking action. Jamie helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way. She finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals.
In 2020, Jamie was named to the Investment News 40 Under 40 and has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children’s book series.
Jamie holds a bachelor’s degree in Personal Financial Planning from Kansas State University (2004) with a minor in Business Administration. Jamie is enjoying life’s crazy adventures with her husband, four children, and pet corgi. They live in Manhattan, KS and are big fans of BBQ and the K-State Wildcats.
Friday Nov 4, 2022
12:00 PM - 1:00 PM CDT
Webinar via Zoom - access this program remotely from your computer, tablet, or smartphone + dial-in available.
$0.00 Members Interested in becoming a CX Member? Read more about membership here and be our guest for up to two CX Programs or Exchange Circles.
$25.00 Nonmembers
No refunds.
Carrie Taylor
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