Faith CoLab: Tapestry of Faith: The Wi$dom Path: An Adult Program on Money, Spirit, and Life

Activity 2: Investment Philosophies and Experiences

Part of The Wi$dom Path

Activity time: 20 minutes

Materials for Activity

Preparation for Activity

  • Copy Handout 1 for all participants.
  • Arrange the room so all participants will be able to find a comfortable place to reflect and write. If you choose to provide clipboards, participants will be free to go outside the meeting space for five minutes of written reflection; make sure anyone who does so can track time or be easily recalled to the group.

Description of Activity

Distribute Handout 1, Financial Investment History Questions, paper, and pens. Invite participants to choose one or two questions from the handout that speak most directly to their personal money story and to respond by writing, drawing, or making notes, explaining that they will be sharing their thoughts with others. Allow five minutes for writing or drawing. Then ask participants to form triads to share reflections with one another. Explain that each person will have three minutes to speak. Sound a chime at the three- and six-minute points to signal time to change speakers.

Then gather the larger group and ask for comments, observations, and insights about the role spirituality and values play in financial investing.

Invite participants to save their reflections, which may be helpful in the creation of a financial credo in Workshop 12.