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Everyone wants to ride with you in the limo… …but what you want is someone who will take the bus with you when the limo breaks down. — Oprah WinfreyJuly 28, 2015 | From The Wi$dom Path
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Values-Based Financial Planning Information and Tools Joe Dominguez, Vicki Robin, and Monique Tilford, Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence (Penguin Books, 2008). Free practical financial planning tools developed by Joe...July 28, 2015 | From The Wi$dom Path
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You shop at a big box store where the prices are lowest. You drive a gasoline-powered vehicle. Your employer’s retirement fund invests in companies that operate in countries with oppressive laws or policies. You work for a company that gives financial support to political causes that are in...July 28, 2015 | From The Wi$dom Path
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Cut along the dotted lines. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - The best things in life are free. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -...July 28, 2015 | From The Wi$dom Path
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Excerpted from The Soul of Money: Transforming Your Relationship with Money and Life by Lynne Twist (W.W. Norton, 2003)....July 28, 2015 | From The Wi$dom Path
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Printing This Handout Download a high-resolution copy of this Handout (PDF) for printing.July 28, 2015 | From The Wi$dom Path
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Based on the work of William Strauss and Neil Howe, in Generations: The History of America's Future, 1584 to 2069 (New York: Quill, 1992) and Millennials Rising: The Next Great Generation (New York: Vintage Books, 2000). This handout originally appeared in Workshop 15 of the Tapestry of Faith...July 28, 2015 | From The Wi$dom Path
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From The Financial Wisdom of Ebenezer Scrooge: 5 Principles to Transform Your Relationship with Money by Ted Klontz, Brad Klontz, and Rick Kahler (Deerfield Beach, FL: Health Communications, 2008). Used with permission. Ebenezer Scrooge’s money scripts You can’t trust anyone with your money.July 28, 2015 | From The Wi$dom Path
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Activity time: 15 minutes Materials for Activity Handout 3, Faith, Dreams, and Values Leader Resource 3, Big Money Picture Scenarios Newsprint, markers (three bold colors), and tape Preparation for Activity Review Handout 3. Copy it for all participants. Choose two or three scenarios from Leader...July 28, 2015 | From The Wi$dom Path
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Activity time: 75 minutes Materials for Activity A copy of the 2012 documentary DVD Wants and Needs: A Generational Study on Economic Depressions (56.41) DVD player and large monitor or projection screen Simple refreshments such as lemonade and popcorn Preparation for Activity Obtain a copy of th...July 28, 2015 | From The Wi$dom Path
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Activity time: 15 minutes Materials for Activity Leader Resource 2, Money Proverbs A small basket or bowl Preparation for Activity Print Leader Resource 2. Cut apart the money proverbs as indicated and place the strips in a small basket or bowl. Description of Activity Pass the basket of money...July 28, 2015 | From The Wi$dom Path
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As a group or individually, create a series of short testimonials about hopes and dreams for the congregation. Lift up ways in which the hopes and dreams participants hold for the congregation are connected to financial practices. Come together to share testimonials....July 28, 2015 | From The Wi$dom Path
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Make time for reflection and discussion with your co-facilitator after the conclusion of the workshop. Consider the following questions: What worked well in today’s workshop? How can these elements or approaches be repeated or amplified in the future? What was most challenging? What could be done...July 28, 2015 | From The Wi$dom Path
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Activity time: 5 minutes Materials for Activity Chalice, candle, and lighter or LED/battery-operated candle Taking It Home handout A copy of Singing the Living Tradition, the Unitarian Universalist hymnbook Preparation for Activity Customize Taking It Home and make copies for all participants.July 28, 2015 | From The Wi$dom Path
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Activity time: 10 minutes Materials for Activity Newsprint, markers, and tape Writing paper and pens Preparation for Activity Write the following questions on newsprint, and post: What money scripts, money proverbs, or generational attitudes do you see reflected in your own attitudes toward money?July 28, 2015 | From The Wi$dom Path
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Activity time: 20 minutes Materials for Activity Handout 2, Generations Theory Summary Newsprint, markers, and tape Preparation for Activity Read Handout 2 and copy it for all participants. List group reflection questions on newsprint, and post....July 28, 2015 | From The Wi$dom Path
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Activity time: 15 minutes Materials for Activity List of patterns and themes from Activity 1 Handout 1, Money Scripts of Scrooge and Cratchit Newsprint, markers, and tape Preparation for Activity Make copies of Handout 1 for all participants....July 28, 2015 | From The Wi$dom Path
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Activity time: 35 minutes Materials for Activity Newsprint, markers, and tape Chime or small bell Covenant from Workshop 1 Optional: An object to pass from speaker to speaker during discussion Optional: Refreshments Preparation for Activity Post covenant from Workshop 1....July 28, 2015 | From The Wi$dom Path
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Activity time: 5 minutes Materials for Activity Chalice, candle, and lighter or an LED/battery-operated candle A chime or a small bell Newsprint, markers, and tape Leader Resource 1, The Soul of Money Optional: An object to pass from speaker to speaker during discussion Optional: Refreshments...July 28, 2015 | From The Wi$dom Path
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Read Leader Resource 1, The Soul of Money. Mark any passages you may wish to share with the group during this workshop’s Opening. Then follow the directions on Workshop 1, Handout 3, to write your own money autobiography as participants will have done between Workshop 1 and this workshop. Make...July 28, 2015 | From The Wi$dom Path