PHYSICAL
At this level, we get things done.
Get online and check your balances
Track expenses, spending, savings, and investing
Review and reconcile your accounts
Pay bills
Work with your financial support team (friend, partner, bookkeepers, accountants, coaches, attorneys, consumer debt advocates, etc.)
EMOTIONAL-PSYCHOLOGICAL
At this level, we practice being compassionately mindful of our moment-to-moment experiences with money.
Practice a body check-in: Notice any sensations, emotions, or patterns around your money
Gently work through resistance
Journal about feelings, memories, hopes, and dreams about money
Work on forgiveness
Do financial therapy
SPIRITUAL
At this level, we explore the idea that money carries our deepest values and connects us with what matters most.
Trust: Relax into the larger vision of your life, and know that you are taken care of
Thriving: Deepen…