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Conversations

Following up!

You’ve covered the amazing financial conversation, but it can’t just end there – that was just the first conversation. Now we need to follow up with an action plan, getting everyone involved, and keeping the chat running.

Remember they are not just investing their time in their own education, but also into your future with them.

Here are some suggested items to follow up and get moving. Click on each of the items below to uncover the details of this process.

Once you’ve made the first step to opening up about your financial worries, you can help others to do the same. Never force someone into a conversation, as they’ll only be defensive, but do remind them you’re here to chat if they need support.

Education is more than just knowledge; it is about using your new lessons to actually make a difference. That needs a plan! So, outline to your family and friends exactly how you want to start learning about money, how to add these lessons into your lifestyle, and what you need from them to be supportive and included.

Once you have identified how and what will be different going forward, make sure you follow up with everyone to see if they are committing to the changes and lessons. If someone is struggling to commit, this is your chance to be the supportive one and help them out!

Don’t be afraid to get them together every week or once a month to openly discuss the journey you are taking. Is it working? Have we seen a difference? Let everyone ask the questions they feel strongly about and let the conversation flow. All you need is passion to truly make a change!

Making a change is never easy, especially when you are tackling generational habits. So, when something good happens from your lessons and changes, make sure you celebrate these together!

Sticking with it!

Not everything is going to go to plan, sometimes life just gets hard.

The important thing is to stick by your principles, and the changes you have made.

When you get something wrong, treat this as a new lesson for what to avoid next time it comes up. We learn a lot of new lessons everyday through life experiences, so make the most of them and keep looking for the support of those that care for you.

Don’t give up, it will take a while to make a real long-lasting difference, but it will be worth it in the end when you are able to turn those dreams into realities.

What's next?

Now it’s time for the real journey to begin. Pick your lesson and dive into the stories on money management!

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