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Roberta Goldbaugh, CFP®

enough money. enough time. enough me.

by Roberta Goldbaugh, CFP®
September 7th, 2011

I have long found it a challenge to make my money last until the end of the month. There were always too many things I wanted to do with it!

Not long ago I realized the same is true for my time. I commented about this to a dear friend who is a Jungian analyst, “I’ve noticed I always think my money and my time will stretch further than they can.” She suggested I look for the “pull,” or the “magnet,” in each activity that leads me to over-commit, whether it’s my time or my money. I wasn’t sure right away, but suspected it had to do with wanting to please everyone. She smiled wisely, saying, “I think you are probably right.”

So that was a start. But what to do with this helpful new insight? If you are an innate people pleaser, you cannot just stop, even if it is the right thing to do. Pleasing people keeps you connected, and for some of us, connections are life sustaining.

Until recently, I could see the problem but not the solution. Then I spent a year in a coaching group learning how to rediscover our true selves and live them fully. The single most important thing I took away from the process is this: I am enough. It’s a simple realization, but it has taken me a giant step closer to being complete, without anyone’s input, and actualizing my whole self.

I am growing less reliant on others’ approval, others’ reassurance, others’ praise. And in that process I am more able to set – and keep – clear boundaries around what I can and cannot do, what I want to do and what I don’t want to do. Do I still have time and money issues? Well, yes, they have not cleared up overnight. But I have hope. I have a clear plan now. I know how to get where I want to go. Whether I’m managing my money or my time, I am more purposeful.

So let me ask you this, are you enough?

Categories Women and confidence
Comments (2)

what can archetypes do for you?

by Roberta Goldbaugh, CFP®
July 13th, 2011

Some of you may be wondering “What the heck to archetypes have to do with personal finance?” Apparently, a lot. We asked one of our Directions subscribers, Roberta Goldbaugh, CFP® to talk about what she learned when she invited Dr. Damron to participate in a women’s circle.

In our April circle, we were lucky to have Bonnie Damron join us and share a fairy tale ­ and its interpretation. As we all sat spell bound, Bonnie wove a story about a young woman who lost her father and her fortune, set out on her life’s journey, and eventually discovered her destiny and her own strength.

Mandala - representing a sacred space where inner truths are revealed

Then Bonnie interpreted the story for us, explaining what each component of the story represented, what pattern appears in this classic tale, what universal challenges are represented by the pattern in this story. Each of the circle members listened to hear herself in that story, and wished that we could hear Bonnie share a whole book full of stories ­ and their interpretations.

In financial planning we already capture our client’s story, because — after all — that is really the heart of the work. As a society, our myths, fairy tales and classic stories hold universal experiences, challenges, and victories experienced by humankind over the centuries. If I can identify the pattern in the client’s story, and lead her to the discovery of the related universal story, I believe my clients will experience more clarity, more confidence and will be better equipped to succeed in their financial (and other) goals.

Delving into mythology and ancient stories prompted us to schedule our next circle topic, the recognition and importance of feminine traits. But that is for another blog …

For more details, or to read about purchasing the recording of Bonnie’s webinar, click here.

Categories Women and Finance
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