A Success Plan for Your Personal Relationship with Money


Parts A & B (Slides 1-27)

Slide 1
Welcome to A Success Plan for Your Personal Relationship with Money Parts A & B

Slide 2
Basically, this quote is saying that you can be happy without having to spend more money on stuff that you don’t need, while pursuing your purpose in life and the world will also be a better place to live. What could be simpler – What could be better????

Slide 3
Are you Managing your Relationship with Money, or are you Waiting for a Miracle????

Slide 4
Essentially, there are (4) Money Relationship Styles.

Slide 5
You’re a Player. Basically, you spend every penny you can on having a ball – I think the young people call this “Ballin’”.

Slide 6
You find yourself forever in the “Friend Zone” You’re nice to your money – you pay your bills and you may even have a little left over, but at the end of the day you want more from your relationship with money.

Slide 7
You’re Good to your Money. You save when you can and maybe even invest a little, but you’re still not totally “Committed” to “Managing” your Relationship with Money.

Slide 8
You are committed to managing your money. You’re creating assets and multiple streams of income while shedding liabilities and ending your servitude to debt.   

Slide 9
I want everybody now to just think about how you’ve earned and spent your money in the past, while we talk about the different ways that people can earn and spend money.

Slide 10
These are the (3) different ways that you can earn money: 
Earned Income, Portfolio Income and Passive Income

Slide 11
You’re managing your Money when you’re Spending Less; Saving More; Investing Smart and Creating Multiple Streams of Income.

Slide 12
Now you’ve had some time to think about how you’ve earned and spent your money in the past. Now are You Committed to Transforming Your Relationship with Money in the future????

Slide 13
Priorities - Source: Wikipedia - Merriam-Webster - The Free Dictionary

Slide 14
Having Negative Priorities means putting things that may make life easier before things that make life more fulfilling.

Slide 15
Having Positive Priorities means putting things that that make life more fulfilling before things that just make life easier.

Slide 16
Just to illustrate how priorities can be organized, this is a very widely used model for prioritizing needs named Maslow's Hierarchy of Needs

Slide 17
Before you can create and stick to a financial budget – which is very important, you need to create a “Priorities Budget” to determine what is most important to you.

Slide 18
Now if you don’t take anything else from what we’ve talked about so far – please remember this one thing: Don’t Buy Stuff You Can’t Afford Let’s watch this short video that talks a little more about this topic.

Slide 19
Translation: Just get going – everything else will take care of itself.

Slide 20
This video taken from the film “The Pursuit of Happyness” will hopefully reinforce the previous statement(s).

Slide 21
So what are the 5 Steps to Transforming Your Relationship with Money????

Slide 22
Dr. Martin Luther King, Jr. once said that “Faith is taking the first step even when you don't see the whole staircase.” In the Holy Bible - Luke 11:9 says….

Slide 23
In 1 John 2:16 the Holy Bible says that….things keep us tied to the world and further away from God. What things are keeping you tied to the world and further away from living the life that you want to live????

Slide 24
W.E.B DuBois once said that “To whom you give your money, you give your power." Proverbs 22:7 stated it another way…. – it essentially says that you are a slave to whoever you owe money too.

Slide 25
We have to stop lying to ourselves about our relationship with money. Why???? Because Proverbs 10:9 says that ….

Slide 26
If you don’t have a budget to keep track of what’s coming in and what’s going out, you’ll never have a clear picture of what you need to do, to go where you want to go – Your budget is your compass to finding the way to your financial destination. We’ll discuss some specifics of budgeting in the next section.

Slide 27
This concludes parts A & B of A Success Plan for Your Personal Relationship with Money Brought to You by: Vince Rogers & Associates Please contact us to formulate a winning "Success Plan" for your business or non-profit organization.

Parts C & D (Slides 28-47)

Slide 28
Welcome to A Success Plan for Your Personal Relationship with Money Parts C&D

Slide 29
Your Budget is the first tool you need to create a strategy for transforming your relationship with money.

Slide 30
In order to achieve your financial goals, you need to have an organized strategy for transforming your ambitions into a series of purposeful actions.

Slide 31
Let’s watch a short video that illustrates how it’s never too early or too late to learn the importance of having a budget. 

Slide 32
Whether it’s a lower price, a better rate, a shorter term or a budget billing plan for your utilities – Everything is negotiable, but you have to ask for it.

Slide 33
Home Maintenance can help to prevent costly repairs, leads to lower utility bills and lower insurance costs.

Slide 34
Automobile Maintenance helps to prevent costly repairs, leads to higher gas mileage and longer vehicle life.

Slide 35
Insurance coverage, not stocks and bonds are the foundation of a sound financial plan. Unexpected healthcare costs can wipe out savings quicker than almost any other expenses. Uncovered expenses due to inadequate life insurance can wipe out any inheritance you might leave your family.

Slide 36
Banking and Investments accounts are products, shop for the best rates and terms – not by brand name.

Slide 37
Actively managing your debt is the key to achieving your financial freedom

Slide 38
We have all heard of the 7 Deadly Sins; but have you ever considered how they relate to your relationship with money????

Slide 39
We were created to be “Overcomers”. Learning how to avoid the Seven Deadly Sins of Money can help us all to become financial “Overcomers”.


Slide 40
Sometimes our wealth can cause us to become so arrogant that we lose touch with out true purpose, reality, other people and most importantly God.

Slide 41
Do you want more money just to impress other people????

Slide 42
Do you want more money just to buy more things you don’t need????

Slide 43
In the Christian Bible - Romans 6:23 says that “….the wages of sin is death….” Oftentimes when we have more money, we’re able to buy more things that we think will give us pleasure, but sometimes these things end up bringing us more pain than pleasure and keep us away from fulfilling our true calling.

Slide 44
Does not having enough money motivate you or make you angry????

Slide 45
Do you want more money just to horde it or put it to work???

Slide 46
Once we have a plan in place for transforming our relationship with money, we must work our plan diligently and continuously avoid slipping back into our old bad money management habits.

Slide 47
This concludes parts C & D of A Success Plan for Your Personal Relationship with Money Brought to You by: Vince Rogers & Associates Please contact us to formulate a winning "Success Plan" for your business or non-profit organization. 

****This presentation was originally created for: 
Harmony Church in Atlanta, Georgia


Pastor Roland Lane, Jr. presiding****

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