🎙️ Emotions, data & death

🟣 Your mixed-media financial self-care session

⏱️ The plan for your financial self-care session this week:

• A financial coach and an estate planner walk into a bar.

• The financial coach shifts your perspective on emotions.

• She helps you understand if financial coaching is for you.

• The lawyer makes you look forward to planning for your death.

• She proves how deeply human [and even fun] estate planning can be.

Hello there 💜

You got the basics on money and emotions in last week's session ✅

This week, we dive deeper with exclusive insights from two experts.

• One helps people understand and handle their emotions about money.

• The other manages people's money and, ultimately, their emotions.

✨✨ But we’ll do it in style, with a mixed-media edition.✨✨

Turn on your headphones if you want to listen to everything. [Highly recommend it!]

Or pick only the parts you’re most interested in.

For the best experience [switch easily between reading and listening and avoid the email cut], I suggest you use Substack.

You can also keep reading if audio is not an option right now.

🟣 But first, if someone forwarded you this email, Money Feelings is your weekly dose of financial self-care designed to:

• Kiss your negative money mindsets and behaviors goodbye.

• Grow your financial wisdom in style: less jargon, more emotion.

• Increase your financial well-being, one feeling at a time.

If you don’t want to miss one:

You can also make yourself visible by sponsoring the free monthly newsletter or offering discounts on your services/products to Money Feelings readers:

If you want more information about Money Feelings, follow this link.

You can also follow me on Substack or LinkedIn.

Fleur is a London-based Associate Certified Coach with the International Coaching Federation. She specializes in money coaching and behavioral change.

She also happens to be a CFA charter-holder.

CFA stands for Chartered Financial Analyst.

The CFA Institute offers this professional credential to finance and investment professionals who pass rigorous exams (on topics like ethics, investment tools, portfolio management, and financial analysis).

It is the gold standard of financial training!

You’ll find more information about her services on her website.

I enjoy following her on LinkedIn for regular doses of (financial psychology) wisdom.

Listen to everything  👇

Pick only the parts you’re most interested in 👇

1) What would you say to someone unsure about the benefits of understanding our money emotions?

2) What tools or techniques have you found most effective when helping clients articulate their money emotions?

3) What’s a success story you had with a real client about money and emotions?

4) What’s financial coaching, and how does it help people navigate and understand money emotions?

5) What are the signs that someone may need professional guidance in exploring and understanding their money emotions?

Or read the speed recap 🏃‍♀️👇 

• Emotions are not a hindrance; they help us make decisions. They're also just data. It's up to us to be in tune with what those emotions are telling us and make sure we can read that data.

• Financial coaching can be helpful when you already know what to do with your money (spend less than you earn, build up savings, etc.), but something is holding you back (skills gap vs. behavior gap).

• Coaching looks at what's triggering that behavior and how you could change it.

• There are two key signs that someone may need professional guidance: 1) When trying to change themselves, it's just not working. 2) When they’re in pain or struggling with their money, and seek help or support from others.

Danielle is a Texas-based Attorney At Law who primarily works in estate planning. She helps people leave their property to others when they pass away.

In some of her more complex cases, she deals with international properties, complex family histories, and very high net wealth.

I learn a lot from her Instagram account: Secrets of Successful Families.

You can also find her on LinkedIn.

Listen to everything 👇

Pick only the parts you’re most interested in 👇

1) Can you tell us what your job consists of exactly? What is estate planning?

2) What common emotions do clients typically express when discussing estate planning?

3) How do you navigate sensitive family dynamics and emotions that may arise during estate planning?

4) Can you share an example of a challenging emotional situation you've encountered while working with a client?

5) Are there specific strategies or tools you use to help clients manage the emotional aspects of estate planning, such as discussing end-of-life wishes or distributing assets?

6) How good is the law at keeping emotions out? Which emotions does the law prevent?

Or read the speed recap 🏃‍♀️👇 

• An estate planning attorney helps people leave their property to others when they pass away. This is usually done through a will structured to protect the property in various events or minimize taxes and disputes.

• Especially in young families, emotional reactions arise because estate planning requires hard conversations. In some situations, like when they have just received a fatal diagnosis, people are not emotionally ready to deal with this process.

• Estate planning can feel like planning for a party (if you’re lucky to have Danielle as an estate planner). However, some situations require great empathy, listening skills, and the ability to lay out the facts.

• A good estate planning document should be written clearly to keep emotion out of it. And kindness also sometimes comes from the most surprising people…

Et voilà

Well done dedicating the past 18 minutes to your financial self.

You’ll receive one more email on the topic of 🟣 Emotions 🟣 this month:

[Last week] Discover ⏱️ 5 minutes ✅

[Today] Master ⏱️ 18 minutes ✅

[Next week] Change ⏱️ 6 minutes — This session is all about you. Discover your money emotions by doing two simple exercises. Choose your next Money Feelings session. Find out this month’s unique gift to your financial self.

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It means a lot!

Important reminder: I research and write Money Feelings for you 🫡, so never hesitate to share your ideas or ask questions.

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