6-Week Workshop Series: Funding Your Vision of Happiness & Success

“Having an inspiring vision, while embracing financial reality, will mobilize your energy in ways you simply can’t force.”  Linda Anderson Henry

As a financial mentor and business strategist, I have witnessed the pain, shame, and anxiety so many people experience around money––whether they have millions or are just scraping by. 

I have come to view my business, Prosperity Circles, as a financial ministry.  I am passionate about supporting people in expressing their true potential by living into their vision of happiness and success in ways that are meaningful and work personally and financially.  I work with people and businesses around their finances because the fear of not having enough money is the biggest obstacle to doing so.  Rather than being a measure of your success, I see money as a tool to fund your vision of happiness and success.

Over several decades, I’ve pioneered a Spiritually-integrated and financially grounded approach to money. It is designed to get you off the treadmill of trying to make more and more money and instead, focus on funding your vision. If you don’t know what the money's for, it is unlikely that you will ever feel like you have enough.

Over the years, I’ve specialized in working with entrepreneurs and Spiritual leaders. I have been feeling called to share my work on a broader level and am excited to invite you to a VIRTUAL, 6-week workshop series called Funding Your Vision of Happiness and Success hosted by my Spiritual community, Unity In Marin. 

In this workshop series, I will be sharing how to:

  • Apply the Law of “Heart/Mind” Action to your finances

  • Shift from scarcity to an abundance “co-creator” mindset

  • Clarify how much money is enough to fund your vision

  • Identify baby steps that will give you more financial peace of mind

In the process of building my business, despite my financial and business expertise, I too have had my own struggles with money and making my happiness and success a priority.  I found that the central underlying issue holding me back was my self-esteem. Self-care, the very thing that builds self-esteem, was a challenge–speaking up and standing up for myself, charging for all of my time, raising my fees, taking care of others better than I was taking care of myself, to name a few. 

The turning point was when I found my Spiritual community, Unity In Marin. Every aspect of my life was transformed when I learned to look within for guidance and put Universal Spiritual principles and practices to work–along with practical financial tools that I learned long ago.

Here’s the crazy thing. Over the years, when I would talk with most coaches and consultants I’ve worked with about the impact of self-esteem and Spirituality, they would say “Oh, you can’t talk about that.” Instead of trusting my own experience, I listened to them. In retrospect, I realize I was hiding the most powerful elements that catalyzed transforming every aspect of my life. 

Shifting my focus from making more and more money, to funding my Spirit-guided vision of happiness and success, was the missing piece that turned practical money management tools into a money manifestation system.

If you’re feeling stressed, isolated, and stuck on the treadmill of trying to make more and more money only to find it’s still not enough, I hope you’ll join me for my upcoming VIRTUAL, 6-week workshop series offered through Unity In Marin, called Funding Your Vision of Happiness and Success.   

Logistics:

  • 6 Sessions: Tuesday’s, July 18th through August 22nd 

  • Session Time: 5:30-7:00 pm PDT 

  • Meet via Zoom: Link provided upon registration

  • Suggested Love Offering: $150 (no one turned away for lack of funds)

If you want support for connecting with and manifesting your vision of happiness and success, I invite you to schedule a complimentary Discovery Session with me. I’ve learned a lot over the years walking this path that can make your journey sustainable—personally and financially.

The key to shifting from scarcity to a prosperity mindset

For many of us, we have been conditioned by society to focus on making more money and assume that the more money we make the happier we’ll be. Did you know that there are many research studies that show, beyond survival mode, this just isn’t true. In my opinion, our societal conditioning is backwards and it is what perpetuates a scarcity mindset. Here’s the cycle I see it sets up: 

Societal Conditioning that Fosters a Scarcity Mindset

  • We’re conditioned to think of prosperity as financial success

  • Making more money drives how we spend our time

  • Our self-esteem and identity become tied to external measures of success

  • We lose sight of what matters most

If you’re like many entrepreneurs, it's a fine line between your personal life and business. The tendency is to focus on making the business successful and making more money, and your own needs play second fiddle to the demands of the business. You’re the last to get paid and the last to schedule a vacation. While it may seem like the responsible thing to do, if there isn't a "WIIFM" factor (what's in it for me), your enthusiasm is likely to wane over time, you'll start feeling overwhelmed, and burned out. And, if despite your marketing efforts you’re not getting the financial results you want, the WiiFM Factor may be the missing puzzle piece. It’s an often overlooked cause of under earning. The drive to make more money, without knowing how much money is enough to support your vision of happiness and success, is what perpetuates a frenetic, fast forward, stressful lifestyle, and underearning. If that sounds too familiar, there is another way.

A New Paradigm that Fosters a Prosperity Mindset

One day after meditating, I felt drawn to look up “prosperity” on my iPhone dictionary. At first glance, the definition of prosperity was similar to what I'd seen before—"to thrive or flourish, especially in financial terms.” Then, I noticed that there was another link for "to prosper." When I clicked on it, I was amazed to learn:

The original meaning of “to prosper”

"to prosper" was derived from a Latin root word that dates back to the 1400’s,

“prosperare,” which means "to make happy."

In all my years of studying prosperity consciousness, I had never seen that definition. The original meaning of “to prosper” got lost in translation. Over time, someone decided that making more and more money is the path to greater happiness and success.

The question--what makes you happy--is one of those big life questions that may seem unanswerable. What I've found is that when I make heart-centered choices based on intuitive insights, my life takes on a joyful, deeply peaceful quality. Cultivating practices that are heart-centered strengthen my connection to my inner knowing and automatically leads to spiritual alignment—the path to greater happiness and success.

How to shift from scarcity to a prosperity mindset:

  • Connect, from the inside out, with what you want, what you value, what truly matters

  • Take concrete steps to build your self-esteem by making time to take care of you

  • Align how you spend your time with your big-picture vision for your life and business

  • Clarify how much money is enough to fund your vision of happiness and success

Rather than holding prosperity as a matter of reaching a certain number in your bank account, I invite you to redefine prosperity based on what makes you happy—from the inside out.

Reflecting on what you truly want and imagining what could be, rather than what is, will inspire you and mobilize your energy in ways you simply can't force.  

If you want support for connecting with and manifesting your vision of happiness and success, I invite you to schedule a complimentary Discovery Session with me. I’ve learned a lot over the years walking this path that can make your journey sustainable—personally and financially.

Resistance is Futile

If you’re a Star Trek fan you’ll probably remember the Borg saying—"Resistance is FUTILE."

Many people resist looking at their finances. They view budgeting or cash flow management as a punitive, authoritarian process and, for that reason, rebel or resist it. They feel controlled and react by refusing to look at their finances. The more they don't look, the scarier it becomes.

In truth, budgeting and cash flow management provide a system of financial boundaries that you set for yourself based on what is important to you. Financial clarity will help you feel more in control and have more peace of mind. You’ll have a greater sense of security that allows you to be open to an expanded sense of who you are, why you’re here, and what you truly want.

Lack of financial clarity creates a kind of financial fog, and the resulting vagueness makes it scary to move forward. The tendency is to either stop or move forward hesitantly. If you do move forward, the combination of fear and vagueness creates tunnel vision, and it becomes difficult to see options. With seemingly limited options, it can become discouraging, and hard to see a way out.

A mentor once said, “Be careful not to mistake motion for progress.” The more that fear drives your actions, the more likely you will feel like you're on a treadmill...crazy busy but not getting traction on your vision and financial goals. This is a recipe for frustration and burnout. Being confused, exhausted, overwhelmed, and stressed out results in being reactive rather than proactive and taking action on the wrong things.

In your attempt to keep money from controlling your life, it becomes the thing that drives your priorities and causes the greatest stress. Resisting dealing with your finances is exactly what perpetuates having your needs be the last to be considered or even falling off the radar completely. Anxiety about money can also lead to contracting your needs and wants. And when you ignore your true needs, it sets up a downward spiral emotionally that can impact your self-esteem negatively.

It is essential to take a holistic view of your financial needs, taking into consideration your personal and business financial needs. Being clear about the big picture of where you’re headed and looking for how to make it work for you and your business will challenge you to stop tolerating things that aren't working and look beyond your current way of doing things. With a more realistic view of what it's going to take to fund your vision, you can get strategic and make better decisions more quickly and look for creative solutions that help you work smarter rather than harder and, at the same time, raise the ceiling on your earning potential.

Financial clarity will lead to less stress and more peace of mind and will activate your creativity. It will change how you spend your time and money because you'll be more conscious of what is and isn't in alignment. As you take steps to realign how you’re using your resources — your time, money, and energy — with what you value and where you’re headed, you’ll feel a newfound sense of traction and progress.

I have had many people tell me they manage their finances intuitively, which usually doesn’t work very well! Here's what I've found based on experience. Getting the numbers out of your head and into an easy-to-understand format will free up your creativity. It will create space for intuitive insights and ideas to come through. As long as the numbers are swirling around in your head, they are in constant motion, and it’s challenging to get a read on what is going on and what will help. Getting the numbers out of your head stops the slipping and sliding, and you can see what is needed. Trust me; there are better things to occupy your mind than a swirl of financial details.

Imagine knowing what you want, where you are financially, and how much money is enough to support your vision of happiness and success. You may not yet know how to get there, but if you continue to hold the vision of what you want and quantify how much money is enough, you are letting the Universe know your desires financially.

If you’re ready to get off the hamster wheel and get strategic about funding your vision, I invite you to schedule a complimentary Discovery Session with me.

How Can My Business Do Well When Things Are So Bad?

This question was posed by a long-time client at the start of our coaching session. Given current trends, his annual revenue was projected to be down by 25%. And for a business with around $1,000,000 in annual revenue and a 50% gross margin, the potential hit to the bottom line was significant. But even facing such a serious decline in revenue, this business owner ended up improving profitability compared to the prior year. 

Here’s how.

My client and I did a mid-year review of budget vs. actual. It became apparent that revenue was trending downward. That day, we revised the budget through the year-end and determined the magnitude of the projected shortfall … if no action was taken. In order to head off serious cash-flow problems, a course correction was clearly in order. 

After going through the budget line by line to identify obvious cost reductions, there was still a big gap. The next step was to evaluate the pros and cons of a price increase. My client decided to make small adjustments to high-volume items. The impact on the customer was small, but the impact on my client’s bottom line was significant. 

Then my client informed his key managers of the challenge the business was facing. He asked each one to review their respective areas for possible cost reductions. One night shortly after that discussion, one manager called the owner at home at 10 pm. She had come up with a strategy to re-organize staffing that would significantly reduce payroll costs over the coming year. Another manager reorganized how cleaning was being handled resulting in a significant cost reduction. The rest of the projected shortfall was expected to be made up by proactively managing expenses across the board.

After over 35 years of business consulting and financial mentoring, I can say this client’s response is a rarity, not the norm. The “B” word (budgeting) is avoided like the plague. Many business owners see budgeting as a punitive process to avoid at all costs. To make matters worse, if the business isn’t doing well it’s even harder for the business owner to take an honest look at their financials. 

Many of us have a lot of emotional baggage attached to money so it takes courage to come to grips with financial reality. But, when you do the rewards are significant!

Can you imagine how much better this client sleeps at night? How much better he felt about himself? How his employees felt to be able to contribute to the solution? 

If anxiety about your finances is keeping you up at night – you don't have to go it alone. Imagine the relief of knowing you have a solid game plan in place to get your business on the inside track to passion, purpose and profit!