1. FI Charts These slides are intended to help you prepare flip charts and for active charting in conjunction with the FI Instructor Guide

2. Financial Integrity Transforming Your Relationship With Money Session 3 Welcome Back!

3. Parking Lot

4. Check-in and Review Questions? Stories?

5. Check-in and review Step 7 – Maximizing Your Income Step 8 – Capital and the Crossover Point Step 9 – Financial Independence Whats next? Closing Session 3 – Overview

6. In-flow (income) & Out-flow (expenses)

7. Step 7 Maximizing Your Income

8. Step 7 Consider the possibility of: * Moving toward the highest possible income * Commensurate with your integrity and health * For a finite period of time

9. Wall Chart Show wall chart with income below expenses. Opportunity to emphasize reducing debt (some people chart their debt reduction on their charts – this is not necessary for this step, though the topic might come up).

10. Step 8 Capital and the Crossover Point

11. Step 8 Capital is the result of Income > Expenses

12. Step 8 Investment: your capital creating more income or other potential wealth for YOU

13. Wall Chart Show wall chart with investment income increasing over time Then hitting the cross-over point.

14. Step 9 Securing Your Financial Independence

15. Step 9 Financial Independence: Knowledgeable Adept and Sophisticated about safe, long term, income-generating investment vehicles

16. Step 9 Disintermediation: Dis – inter – mediation No middle man Going directly to the source

17. Step 9 Financial Independence Taking responsibility for: knowing how to invest in accordance with your goals and values implementing and managing those investments

18. Step 9 Financial Independence Capital Cushion Cache

19. Step 9 Suggested Investment Criteria Safety Guaranteed Stable Income Liquidity Minimized costs (money) Minimized costs (life energy) Long-Term

20. Discussion Whats next for you?

21. Step 7 – Step 8 – Step 9 – Session 3 – Review

22. Financial Integrity Final Review

23. Why FI? Reduce stress about money Have more clarity about money Feel more in control Get out of debt Live within my means and save Be able to do the work I want to do Reconnect with my purpose in life Have more time for whats important to me

24. Financial Integrity Thank you for participating!