Financial Intelligence; How to Make Smart, Values-Based Decisions with Your Money and Your Life

xi, [1], 163, [1] pages. Inscribed by the author (Doug Lennick) on the front free endpaper. Inscription reads: David, Thank you for making a difference! Doug Lennick, 2/9/11. Includes Foreword, Introduction, Appendix, Acknowledgments, and Index. Chapters cover Money on Your Mind; Why Values Matter; Planning for Uncertainty; Financial Intelligence; Recognizing; Reflecting; Reframing; Responding; Calling in the Experts; and Your Money and Your Life. Doug Lennick is CEO and co-founder of think2perform. He is legendary for his innovative approaches to developing high performance in individuals and organizations and is an expert at developing practical applications of the art and science of human behavior, financial and otherwise. Before founding think2perform, Doug, a certified financial planner (CFP), was Executive Vice President - Advice and Retail Distribution for American Express Financial Advisors (now Ameriprise Financial). Doug Lennick provides a simple and clear four-step method for making wise financial and life decisions based on your core values. When you find yourself in a highly charged event, recognizing your automatic mental and physical responses is half the battle toward taking control of the situation. After reflecting on your values and your circumstances, you can reframe a more realistic interpretation of what is happening and what lies ahead. Accepting the certainty of uncertainty means you must prepare for the ups and downs of life, so when you are thrown a curveball, you are confident you have the foundation in place to act wisely. This book gives you the tools to build this foundation--to be able to step back from a tense situation, return to your core values, and transition to an emotional state where decisions are base on thoughtful analysis of what will bring you the greatest long-term success and fulfillment in life. Can you envision a healthy financial life but have old, hard to break habits that prevent it from taking root? You are not alone. It turns out our brains are hard-wired to make poor financial and life decisions. Financial Intelligence helps you break the cycle of habitual and emotional decision-making that hard-wiring automatically sparks when faced with emotionally charged events. Beginning with your principles, values, and beliefs, Financial Intelligence offers a concrete guide to help you achieve better results. Doug Lennick provides a simple and clear four-step method, known as the 4Rs, for making wise financial and life decisions based on your core values. When you find yourself in a highly charged event, such as the Dow Jones plummeting, rash decisions often follow like selling out your entire stock portfolio at record lows! Recognizing your automatic mental and physical responses is half the battle toward taking control of the situation. After reflecting on your values and your circumstances (while accounting for your inherent biases), you can reframe a more realistic interpretation of what is happening and what lies ahead. This allows you to respond to a critical situation with an understanding of it and foresight about which current actions will best serve your future goals. Accepting the certainty of uncertainty means you must prepare for the ups and downs of life so when you are thrown a curve ball you are confident you have the foundation in place to act wisely. Financial Intelligence gives you the tools to build this foundation to be able to step back from a tense situation, return to your core values, and transition to an emotional state where decisions are based on thoughtful analysis of what will bring you the greatest long-term success and fulfillment in life.…