the wallet therapy - your guide to effective personal financial management

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the wallet therapy Copyright© 2014 by Boom San Agustin | Our Knowledge Consulting Services (Asia) | www.OurKnowledge.asia By: Boom San Agustin

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One of the reasons many of us are stressed is because of poor financial planning. We often give in to commercialism and debt, which, in turn, creates more problems than they solve. Of course, we all know that a stressed and problematic employee is not a good worker. The Wallet Therapy is an effort to teach participant to manage all aspects of a person’s financial affairs. This begins with planning one’s spending (financial goals and budgets) and extends through to risk management (insurance), wealth accumulation and investing. This course provides participants practical tools for managing personal finances, in order to counteract the effect of media advertising that encourages debt and creates unrealistic financial expectations. Participants will be empowered with the necessary knowledge that will set them firmly on the path to financial independence.

TRANSCRIPT

Page 1: The Wallet Therapy - Your Guide to Effective Personal Financial Management

the

wallet

therapy

Copyright© 2014 by Boom San Agustin | Our Knowledge Consulting Services (Asia) | www.OurKnowledge.asia

By: Boom San Agustin

Page 2: The Wallet Therapy - Your Guide to Effective Personal Financial Management

that affects the entire world a deadly condition

a sick wallet is

Page 3: The Wallet Therapy - Your Guide to Effective Personal Financial Management

many serious complications it can eventually lead to

Page 4: The Wallet Therapy - Your Guide to Effective Personal Financial Management

complications

envy

insecurity

broken relationships

pessimism

suicidal tendencies

homicidal tendencies

theft

Page 5: The Wallet Therapy - Your Guide to Effective Personal Financial Management

of an unhealthy wallet

look out for the symptoms

Page 6: The Wallet Therapy - Your Guide to Effective Personal Financial Management

symptoms

lean wallet

loans to cover loans

depleted bank account

unpaid bills

more trinkets than treasures

misery and unhappiness

Page 7: The Wallet Therapy - Your Guide to Effective Personal Financial Management

a simple diagnostic test

let us now conduct

Page 8: The Wallet Therapy - Your Guide to Effective Personal Financial Management

activity

compute

for your

net worth

Page 9: The Wallet Therapy - Your Guide to Effective Personal Financial Management

how do you feel about the result?

Page 10: The Wallet Therapy - Your Guide to Effective Personal Financial Management

here’s some good news

Page 11: The Wallet Therapy - Your Guide to Effective Personal Financial Management

can be treated no matter how serious,

this condition,

Page 12: The Wallet Therapy - Your Guide to Effective Personal Financial Management

our views about money

but, first let’s change

Page 13: The Wallet Therapy - Your Guide to Effective Personal Financial Management

activity

money

personality

quiz

Page 14: The Wallet Therapy - Your Guide to Effective Personal Financial Management

what was your money personality?

Page 15: The Wallet Therapy - Your Guide to Effective Personal Financial Management

we’ve prepared

more information for you

in the official slides

Page 16: The Wallet Therapy - Your Guide to Effective Personal Financial Management

it’s time to treat your wallet

Page 17: The Wallet Therapy - Your Guide to Effective Personal Financial Management

treating

your

ailing

wallet

Page 18: The Wallet Therapy - Your Guide to Effective Personal Financial Management

activity

getting

unbound

Page 19: The Wallet Therapy - Your Guide to Effective Personal Financial Management

what is the message of this activity?

Page 20: The Wallet Therapy - Your Guide to Effective Personal Financial Management

let’s now look at the 5 steps to a healthy wallet

Page 21: The Wallet Therapy - Your Guide to Effective Personal Financial Management

step

1 go on a diet

Page 22: The Wallet Therapy - Your Guide to Effective Personal Financial Management

activity

complete

your monthly

budget

Page 23: The Wallet Therapy - Your Guide to Effective Personal Financial Management

we’ve prepared

more information for you

in the official slides

Page 24: The Wallet Therapy - Your Guide to Effective Personal Financial Management

step

2

control your cravings

Page 25: The Wallet Therapy - Your Guide to Effective Personal Financial Management

we’ve prepared

more information for you

in the official slides

Page 26: The Wallet Therapy - Your Guide to Effective Personal Financial Management

step

3

get some exercise

Page 27: The Wallet Therapy - Your Guide to Effective Personal Financial Management

we’ve prepared

more information for you

in the official slides

Page 28: The Wallet Therapy - Your Guide to Effective Personal Financial Management

but, how do we invest?

Page 29: The Wallet Therapy - Your Guide to Effective Personal Financial Management

activity

purchase a

superhero

Page 30: The Wallet Therapy - Your Guide to Effective Personal Financial Management

what is the message of this activity?

Page 31: The Wallet Therapy - Your Guide to Effective Personal Financial Management

we’ve prepared

more information for you

in the official slides

Page 32: The Wallet Therapy - Your Guide to Effective Personal Financial Management

step

4

get regular check-ups

Page 33: The Wallet Therapy - Your Guide to Effective Personal Financial Management

activity

secret

of the red

envelope

Page 34: The Wallet Therapy - Your Guide to Effective Personal Financial Management

what did you learn from this activity?

Page 35: The Wallet Therapy - Your Guide to Effective Personal Financial Management

we’ve prepared

more information for you

in the official slides

Page 36: The Wallet Therapy - Your Guide to Effective Personal Financial Management

step

5 stay nourished

Page 37: The Wallet Therapy - Your Guide to Effective Personal Financial Management

we’ve prepared

more information for you

in the official slides

Page 38: The Wallet Therapy - Your Guide to Effective Personal Financial Management

secret

steps to

success

Page 39: The Wallet Therapy - Your Guide to Effective Personal Financial Management

be suicidal

Page 40: The Wallet Therapy - Your Guide to Effective Personal Financial Management

be stupid

Page 41: The Wallet Therapy - Your Guide to Effective Personal Financial Management

be selfish

Page 42: The Wallet Therapy - Your Guide to Effective Personal Financial Management

be successful

Page 43: The Wallet Therapy - Your Guide to Effective Personal Financial Management

that was just an excerpt of the wallet therapy

Page 44: The Wallet Therapy - Your Guide to Effective Personal Financial Management

to find out more

about this course

contact us here…

Page 45: The Wallet Therapy - Your Guide to Effective Personal Financial Management

+63-917-593-1494

[email protected]

+63-2-213-8944

Page 46: The Wallet Therapy - Your Guide to Effective Personal Financial Management

or…

Page 47: The Wallet Therapy - Your Guide to Effective Personal Financial Management

connect with us on…

Page 48: The Wallet Therapy - Your Guide to Effective Personal Financial Management

www.OurKnowledge.Asia

www.Linkedin.com/Company/Our-Knowledge-Consulting-Asia-

www.Facebook.com/OurKnowledgeAsia

www.twitter.com/OurKnowledgePH