MENTORS & INFLUENCERS

MONEY & FINANCE

Whether you have it, you don’t have it, or you’re working hard to earn it, money can be tricky for many people, and until we are in the right relationship with the flow of finances in — and yes! out of our lives, it can be a barrier to creativity and building anything that has a strong foundation and is sustainable. We have built Wholehearted Business on the principles that the work we do, whether we’re talking about the vision for a business, developing a business strategy and plan, or the resources that will need to be invested to grow a business — it all starts with soul searching and an internal dialog with ourselves.

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We refer to it as living our lives, fulfilling our purpose, and values-based entrepreneurship from the inside-out. Once we decide to go inside and hunker down and do the work, we’re ready for the kind of wisdom and guidance offered through these three books and what a life-giving relationship with money can be. We have also found that in learning how to transform how we think about and use the resource of money, most of the principles and opportunities for healing and growth also empower us around how we value and use our most precious resource, time.

Guiding and advising clients in the process of business development for over 20 years, money is always part of the conversation. As we’ve grown in our own understanding, healing, and liberation around money, we’ve been able to bring our lived experiences and stories of growth and transformation into our work with our clients. Our approach and the nature of our work tend to draw smart and sharp entrepreneurs, who have done a considerable amount of personal and spiritual growth work, and yet we see time and time again that as much as some of our clients ‘know’ about finances that is not a predictor of their relationship with and behavior around money. We’ve learned that one of the most effective ways we can positively impact the choices our clients make around money is to be willing to step into our humanness and openly share our vulnerable stories about money and what our process, from limitation to liberation with money and toward financial flow, has been like.

The choice of these books, based on the similarity of the titles, wasn’t intentional. It just so happens that these three books cover the many facets of what we’ve come to understand about how to be empowered and in right relationship with money and also time, which has been an essential part of developing our capacity to hold the responsibility of growing a business for over a decade and guiding our clients in their journeys to do the same.

Lynne Twist

Author & Speaker | The Soul of Money

When we’re willing to be brave enough to examine our attitudes and choices in our relationship with money — earning it, spending it, and giving it away, we often times gain surprising insights into ourselves, our values, our fears, and the things that can hold us back in our lives. Through a rich tapestry of personal stories and practical advice, Lynne Twists invites us to discover how we can align the way we use money with our core values and how to support the goals we have in our lives. She challenges us and offers us the opportunity of liberation by transforming our lives through transforming our relationship with money.

Lynne Twist

“Money itself isn’t the problem. Money itself isn’t bad or good. Money itself doesn’t have power or not have power. It is our interpretation of money, our interaction with it, where the real mischief is and where we find the real opportunity for self-discovery and personal transformation.”
– Lynne Twist

Morgan Housel

Planning is important, but the most important part of every plan is planning on your plan, not going according to plan.
– Morgan Housel

Morgan Housel

 

Fund Manager & Author | Collaborative Fund, The Psychology Of Money

In his book, The Psychology of Money, Morgan Housel has also used the process of sharing short stories about 19 individuals’ relationships with money as a way to explore and understand how we can shift our behavior. As much as we’d like for this to be different more often, we have personally experienced and seen with our clients what Morgan says, “people don’t make financial decisions from a spreadsheet.’ They tend to make them in partner and family discussions or in business conversations, where our personal histories, experiences, our own unique views, and perspectives of the world, including perspectives motivated by our egos, are all mixed up together. We wholeheartedly agree that when we bring our stories of our relationship with money out into the light of day, we can heal them, and we can positively change our behavior

Morgan Housel

 

The Psychology Of Money

In his book, The Psychology of Money, Morgan Housel has also used the process of sharing short stories about 19 individuals’ relationships with money as a way to explore and understand how we can shift our behavior. As much as we’d like for this to be different more often, we have personally experienced and seen with our clients what Morgan says, “people don’t make financial decisions from a spreadsheet.’ They tend to make them in partner and family discussions or in business conversations, where our personal histories, experiences, our own unique views, and perspectives of the world, including perspectives motivated by our egos, are all mixed up together. We wholeheartedly agree that when we bring our stories of our relationship with money out into the light of day, we can heal them, and we can positively change our behavior

Morgan Housel

Planning is important, but the most important part of every plan is planning on your plan, not going according to plan.
– Morgan Housel

Bari Tessler

Author & Speaker | The Art of Money

For many of us, we didn’t learn how to think about, talk about, manage, save, or spend money, in a way that empowers us in our lives. Imagine having a compassionate guide that offered an approachable process to explore how our emotions are linked to our relationship with money and the impact that has on our choices and decisions!?! In her book, The Art of Money, Bari Tessler, offers an integrative approach that weaves together gentle therapeutic techniques with straight-froward, nitty-gritty, in-the-trenches practices to rewrite our story with money and help us experience financial flow as a liberating resource in our life.

Bari Tessler

“Money Practice” n.
[Definition] Everything I do, on an ongoing basis, to help bring more clarity, peace of mind, and success to my money relationship.”
– Bari Tessler

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HUMAN-
CENTERED
BUSINESS

 

 

 

 

VALUES-ALIGNED BUSINESS, LEADERSHIP, & ACTIVISM

 

 

 

 

DIVERSITY,
EQUITY, & INCLUSIVITY

 

 

 

 

STAGES OF BUSINESS &
LEGAL

 

 

 

 

THE
CREATIVE
PROCESS

 

 

 

 

STORYTELLING BRANDING

 

 

 

 

DESIGN,
COLOR, & TYPOGRAPHY

 

 

 

 

HUMAN-
CENTERED
BUSINESS

 

 

 

 

VALUES-ALIGNED BUSINESS, LEADERSHIP, & ACTIVISM

 

 

 

 

DIVERSITY,
EQUITY, & INCLUSIVITY

 

 

 

 

STAGES OF BUSINESS &
LEGAL

 

 

 

 

THE
CREATIVE
PROCESS

 

 

 

 

STORYTELLING BRANDING

 

 

 

 

DESIGN,
COLOR, & TYPOGRAPHY

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