Coaching and Seminars

Start your pathway to financial abundance through your own authenticity!

You can begin with our live teleconference series that will guide you through the process. Click PACT Tele Reg Flyer 2009 for more info!

Special offer for Celebrate Your Life Attendees! Click PACT Teleseminar Registration Form Standard for more info!

Assessment Tools

Which Financial Personality are You? Find Out Here!

There are some very common financial personalities that are a direct result of different financial upbringings. Click here to see what yours is.

Worksheets

Exercises and Worksheets to start your journey.

Try Life Navigation Wheel and see how finances affect your life!

Your future is your choice! What do you need to change? Try EBM Choose to Change Exercise and see where it can take you.

Direct your attention away from money, and toward the priorities in your life. Find out how to begin with this EBM Authentic Self Exercise.

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Press Release-2010 Diva Toolbox Conference for Women in Business

Julie Murphy Casserly to Speak at  Diva Toolbox International Conference

Financial Healing Expert Educates Women Business Owners How to Reclaim Their

Personal Power with Money

CHICAGO – September 2, 2010 – Julie Murphy Casserly, CLU, ChFC, CFP®, today announced that she has been selected as a keynote speaker for the Diva Toolbox International Conference.  Her talk, titled “Reclaim Your Personal Power with Money,” will offer women business owners a rare glimpse into the emotional aspects of finance and how women-based business owners can obtain the financial life they dream of.

 “Women business owners often work from inherited beliefs imprinted upon them at a young age and these thoughts can prevent financial success,” said Julie Murphy Casserly, CLU, ChFC, CFP®, founder of JMC Wealth Management and author of the award-winning book, “The Emotion Behind Money: Building Wealth from the Inside Out.  “I look forward to speaking to this group of esteemed women and hopefully, empowering them to make improved money decisions.” 

During her session, Julie will stimulate a new way of thinking about money from an emotional and psychological standpoint, yet also provide pragmatic and inspirational advice that can immediately be applied in a real-world setting.  Attendees will:

  • Understand how negative thoughts, judgments and unproductive patterns can affect your business’ bottom line.
  • Regain their personal power with money by learning to define (and be true to) their authentic self.
  • Obtain tips and advice for increasing cash flow.
  • Learn how to map out specific, tangible financial goals for their business and how the money will follow.

 

The Diva Toolbox™ International Conference for Women in Business will be held Wednesday, September 15 through Friday, September 17, 2010 in Wakefield, Massachusetts, a suburb of Boston. The conference brings together 300 women business owners from the United States, Canada and the United Kingdom.  The conference was created for the purpose of women in business helping other women in business.  At the conference, women in business will discover innovative and effective ways to market to women in the new B2W market (business to women).

Dell and AOL Jobs are the first two international companies to sponsor the conference. 

More information on the conference can be found at http://www.conference.divatoolbox.com

 

About Julie Murphy Casserly

Julie Murphy Casserly (CLU, ChFC, CFP®) is a financial healer, or as some would say, a financial life coach.  A 15-year veteran of the financial services industry, Julie is turning the personal finance industry upside down by de-bunking standard financial planning processes and educating Americans about a new way of finding financial success…and it all starts from within.  

Julie meets Americans right where they are in their financial journey and delves into the emotion and psychology behind their monetary issues, spending patterns and behaviors in order to make positive changes in their financial and personal lives. 

Thanks to her hands-on experience, Julie has developed a financial planning process unique to any other in the industry.  Her exclusive PAACT™ process is a step-by-step, self-directed journey that helps individuals align the emotional and spiritual aspects of their life with their money patterns.    The result is a healthier, enriched life today and in the future.

Three Steps to Financial Healing

Financial healing is a three step process.  It begins by unplugging from the outside world and focusing inside on your authentic self-your core values, beliefs, unique abilities and sense of purpose.  The next step is to define your own personal dreams and desires, to determine what you’re passionate about, which is necessary to get what you really want out of life.  Finally, you must devise a Personal Navigation Route.  This is the life plan that will get you from where you are to where you want to be.

In your 40′s? Questions you NEED to ask yourself before you meet with a financial advisor.

In my last blog post I touched on some questions you need to think about while in your 30′s.  Here are some questions for you to ponder for those of you in your 40′s.  Discuss these with your financial advisor and make sure he/she is on your team to help you reach your goals! 

  • Are you still passionate about your work or is it time to move on?
  • Are you starting over in the wake of financial loss?
  • Is your risk tolerance the same now with regard to your money and what it’s doing for you?
  • Are you on track to financial independence?  Are you on the path to enough income to work less, and if so, at what age?
  • What’s fresh in your life?  What feeds your soul?
  • What life have you chosen thus far?
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Testimonials
"Wonderfully engaging, informative, and down to earth. The author communicates a flawless understanding of the pyschology of feelings attached to one's finances. Encouraging and nonjudgemental, she offers a transformational perspective on our personal relationship to money. The invaluable exercises help the reader develop an individual plan for living a truly rich and fulfilling life. This book is a "must have" on every pyschotherapist's client book referral list."

-Mary Ann Daly, M.A., LCPC
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