A Success Plan for Your Personal Relationship with Money

by Vincent L. Rogers

Money and Your Pursuit of Happiness

“There are two ways of being happy: We may either diminish our wants or augment our means — either will do — the result is the same; and it is for each

man to decide for himself, and do that which happens to be the easier. But if you are wise, you

will do both at the same time, young or old, rich or poor, sick or well; and if you are very wise you will do both in such a way as to augment the general

happiness of society.” ~ Benjamin Franklin

Defining Your Relationship with Money

Your Money Relationship Type –

What is Your Money Relationship Style????

The Player – You Have a Casual Relationship with

Money

The Friend – You Want More from Your Relationship

with Money

The Companion - You Invest in Your Relationship with

Money

The Partner – You are Committed to Making Your

Relationship with Money Work

Your Money Relationship History –

What is Your Money Relationship Track

Record????

Sources of Income

Earning it - • Earned Income (Work)• Portfolio Income (Investments)• Passive Income (Rents, Royalties,

Dividends...)

Uses of Income

• Spending it (In the Red)• Saving it (In the Black)• Investing it (Going for the Gold)• Managing it (Spending less; Saving

More; Investing Smart; Creating Multiple Streams of Income)

Your Money Relationship Priorities

What Are Your Future Intentions With Your

Money????

What Are Priorities????

Priorities is the plural of pri·or·i·ty (Noun)

• A thing that is regarded as more important than another.

• The fact or condition of being regarded or treated as more important.

Negative Priorities

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

Positive Priorities

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

Needs vs. Wants

Creating Your Priority Budget

Video - Don’t Buy Stuff You Can’t Afford

Get Up, Get Out and Get Something!!!!

“Until one is committed, there is hesitancy, the chance to draw back, always ineffectiveness. Concerning all acts of initiative (and creation), there is one elementary truth the ignorance of which kills countless ideas and splendid plans: that the moment one definitely commits oneself, then providence moves too.” ~ W.H. Murray

Video - You want something. Go get it. Period!!!!

The 5 Stair Steps….

What are 5 the Steps to Transforming Your

Relationship with Money????

Step 1) Taking Initiative – Proceed and Be Bold!!!!

“So I say to you: Ask and it will be given to you; seek and you will find; knock and the door will be opened to you.”

~ Luke 11:9

Step 2) Ending Materialism – Transforming Your Relationship with Things

“For all that is in the world, the lust of the flesh, and the lust of the eyes, and the pride of life, is not of the Father, but is of the world.” ~ 1 John 2:16

Step 3) Relieving Debt – Transforming Your Relationship with

Credit

“The rich ruleth over the poor, and the borrower is servant to the lender.”

~ Proverbs 22:7

Step 4) Financial Integrity – To Tell the Truth

“Whoever walks in integrity walks securely, but he who makes his ways

crooked will be found out.” ~ Proverbs 10:9

Step 5) Start Budgeting – Understanding Assets vs. Liabilities

“Suppose one of you wants to build a tower. Won’t you first sit down and estimate the cost to see if you have enough money to complete it?”

~ Luke 14:28

Brought to You by:

Vince Rogers & Associates, LLCResource Managers & Communication Consultants

Vince Rogers and Associates works with businesses, non-profits and high achieving individuals to formulate winning

"Success Plans" for reaching their desired destinations. 

Essentially we help for-profit and non-profit enterprises optimize their productivity by strategically managing their

financial and non-financial resources. 

by Vincent L. Rogers

Budgeting Considerations for Your Personal Finance Success Plan

The Importance of Having a Plan

“You're walking around blind without a cane, pal. A fool and his money are lucky enough to get together in the first place.”

~ Gordon Gekko (from the film “Wall Street”)

Video - Theo's Budget:

Everything is Negotiable….Let’s Make a Deal!!!!

Living Expenses

Mortgage/RentHome MaintenanceUtilitiesGroceries

Transportation Expenses

Automobile Maintenance Automobile Insurance

Insurance

Health Insurance

Life Insurance

Personal Assets

Bank Accounts Investment Accounts

Personal Liabilities

TaxesCredit CardsLoans

Avoiding the Seven Deadly Sins of Money

We Must Become Financial

“Don’t copy the behavior and customs of this world, but let God transform you into a new person by changing the way you think. Then you will learn to know God’s will for you, which is good and pleasing and perfect”.

~ Romans 12:2

Money Pride

Does your relationship with money interfere with your Spiritual relationship????

Money Envy

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

Money Gluttony

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

Money Lust

Do you want more money to satisfy your lustful appetites or to fulfill your higher

aspirations????

Money Anger

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

Money Greed

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

Money Sloth

Are you working smart enough to have the kind of money you want????

Brought to You by:

Vince Rogers & Associates, LLCResource Managers & Communication Consultants

Vince Rogers and Associates works with businesses, non-profits and high achieving individuals to formulate winning

"Success Plans" for reaching their desired destinations. 

Essentially we help for-profit and non-profit enterprises optimize their productivity by strategically managing their

financial and non-financial resources.