Who: Kelly Chicas, a Board Certified, Licensed Professional Clinical Counselor (at Albuquerque Family Counseling) and Lisa Johnson, PhD, LMFT in Albuquerque, New Mexico
Situation: Workshops for community agencies and general audiences to provide educational information and introduce therapists in a non-threatening setting.
What: “The Wealth Within: Mastering Your Money Personality” was held at the University of New Mexico. This is an example of a two-session community workshop offered to the public. Course description: Other money courses teach budgeting and planning, but do not examine the WHY of your personal spending habits and attitudes. This class will help you to identify and examine your money personality – characteristics that motivate your spending patterns, goals, choices and priorities. You will understand your core financial story, where your specific behaviors come from, and what to do about the behaviors that are keeping you from financial success. This class will provide you with specific, goal-oriented changes you can use immediately that will change your behavior with money.
Who: Individuals and couples in the community who would not normally be coming in for therapy but can benefit from this type of education on money issues.
Observations and Comments:
Although homework is rarely well received I had a good response and they really enjoyed it [the assignment.] For people who’ve never really looked at this aspect of money – or just always wondered ‘Why am I like this?’ – there was a lot of really good awareness and introspection that came out.
A budget is good but it’s just like going on a diet. If you don’t understand why [you’re gaining weight or experiencing health problems], then going on a diet is kind of a Band-Aid … The value behind the Money Habitudes cards is identifying the why. The behaviors and the questions on the statement cards are so applicable to most couples’ situations they discover how they spend, save and invest and why they have the thoughts they do behind their money behaviors.