You are currently browsing the category archive for the ‘Financial Coaching’ category.

The word coaching is indeed widely used – from management support services, to a wellness coach in our fitness club. For clarity, let me explain what I mean by coaching.

For a moment, think about the arts and crafts of frame making…framing a picture in such a way that it can unfold its full expressivity is an art that few people have mastered. Rembrandt was quoted as saying that during his whole career it was more difficult for him to find an appropriate frame than to paint the picture!

Now, think about coaching as framing a piece of art…As a coach we create a frame (of thought) for the individual or team in which his or her goals, solutions, and first steps can shine. The frame constructed by the coach consists of goal-oriented questions, reinforcing feedback. present listening, and useful summary.

It is the task of coaching to ensure that the individual or team receive the appropriate frame. But just like the frame maker, the coach would never start actively creating the picture.

Next time I’ll tie it all together in my Mindful Solution-Focused Coaching model.

Until then ThinkLARS – Think Life stress relieving Awareness and Resources for your Success 

A helping hand...coaching

A helping hand…coaching

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10 steps for Creating a Smart End-of-Life Plan…. now is the time to get the 2 last steps in place!! Check out the first 8 in my previous blog postings! Don’t wait until the end of your life to do so!!

If the worst were to happen, you wouldn’t want your family to be burdened with financial , legal and logistical problems. These 10 steps will help you get your affairs in order and provide you with the peace of mind of knowing that your wishes are clear and that your loved ones will be taken care of.

Follow my blog for a new step every week!

9.Have a list of professionals, who assist you with your family’ legal and financial affairs (insurance agent, attorney, accountant, etc).

If you need one, contact me for a referral to a highly qualified financial adviser.

Make that master list today and get ready for step 10 (and the final step!) next week!

🙂

My goal for my Self-Development spoke. In my last posting I announced the goal for my Routine spoke – one of three spokes I found I had to try and balance with my other 7 spokes (Routine, Love, Family, Personal, Self-Development, Wellness and Social). Today’s blog deals with my Self-Development spoke – which is an ongoing process that you must take in order to know and improve yourself. This entails your intellectual life, learning, understanding, memory, analyzing, reflecting, and even beliefs, religion, opinions, ideologies, spiritual growth, and everything concerning personal development, such as self-confidence, self-esteem, and more. When setting goals for yourself it’s important to align them with your interests, attitudes and values – your true purpose and priorities – and to bring you – on the road map of life – closer to your final destination. In my coaching practice I offer my assessment Managing for Success – Personal Interests, Attitudes and Values – an assessment I obviously took myself 🙂

When setting goals for the three spokes I’m working on and to  get them more in line (balanced) with the other 5 spokes of the Wheel of Life, I rely on my Personal Interests, Attitudes and Values assessment result to find goals that are in line with who I am and what makes me “take action”.

So for example in my Professional  life (or “spoke”) my ideal environment, based on my personal strengths and preferences, is one where I get assignments with a high degree of people contacts, with a minimum of conflict between people but in a stable and somewhat predictable environment in which I may deal with people on a personal, intimate basis, with a democratic supervisor with whom I can associate and where I may thrive with freedom from control and detail.

When taking a thorough look at how to balance my Routine spoke I looked back at my SWOT (Strengths, Weaknesses, Opportunities and Threats) analysis and found that my strength is that I’m stable and persistent, but with a potential weakness of being relaxed and content with things the way they are. I’m good at analyzing situations that can be felt, touched, seen, heard, personally observed or experienced. My motto is “facts are facts”. I often think over major decisions before acting. I am sensitive to the feelings of others and able to display real empathy for those who are experiencing difficulties. I prefer to plan my work and work my plan.

Furthermore I found that I sometimes want to avoid problems, rather than face them and solve them. I’m also sometime too quick to offer my friendship and help to others who needs me and my time…So the first thing I needed to do to better balance my Routine spoke was to make sure I stopped avoiding problems and started to face them, plan and solve them as part of my new routine making sure they were not put on a back burner but rather addressed as part of my routine. my time management. I also needed to start saying no…and stop being distracted by, or making an excuse for not getting things done in a timely manner, because I helped others who needed me and my time…

My Routine will now be more in line with who I am; better managing my money, personal and professional time, by being aware of the distractions “luring” me away from my goal to get things done – in other words to better balancing my Routine.

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My Self-Development  spoke is the last of my 8 Wheel of Life spokes that I found out I needed to work on in order to Balance My Life. Self-Development is about self-actualization which in turn is the key to self-help. While good advice is valuable, the ultimate provider of self-help is the self. The most successful and happy people are those who, when faced with adversity, find the solutions within themselves. “Self-actualized” people are confident in their abilities. They do not rely on others to set goals for them, and neither do they depend on external validation as a measure of success. They listen to their instincts and trust themselves. They break free from old relationships, say goodbye to blaming parents, spouses, or employers. They realize that happiness must come from inside.

This is a huge task to take upon yourself – and it’s the one spoke I need to spend the most time on myself over the next 5 years – the goal being that the ride will become less and less “bumpy” the more I work on the 3 spokes Professional, Routine and Self-Development, even out my wheel making the journey more enjoyable and comfortable. Plus I’ll be able to reach my destination faster and in a safer way 🙂

*****************************************************************************************************************************************************

Life doesn’t have to be something that just “happens” to you. You have more of a say in your future than you might imagine. Of the ones I’ve coached, many, who feel they didn’t  wind up “where they wanted to be” had only the vaguest idea of where that place was. They were somehow without direction but admitted to have no focus to begin with. In other words, they were lost from the very beginning, because they didn’t have the life road map – never drew one, never took the time to write down the short-and long-term goals, their direction.

Lars: five years from now and the journey to get there starts now and it starts with me finding out a) what’s important to me about success [The Values Staircase™, a ThinkLars tool] and b) how “balanced” my wheel of life is [The Wheel of Life, a Meyer Resource Inc. trademark]. It’s about my values – the guidelines I’ll bring with me on my journey and the fuel I need to succeed. What is it I need to accomplish, to satisfy, and how do I find the most rewarding road on the road map of life? The more balanced my “wheels” are the smoother the ride, the faster I can travel (if I so choose to), or the more I’ll enjoy the ride! There are eight spokes on the wheel that, together, and if balanced, will make the wheel roll with fewer bumps and lessen the risk of “deflation”.

The eight spokes; 1. Professional, 2. Routine, 3. Love, 4. Family, 5. Personal, 6. Self-Development, 7.Wellness and 8. Social

Many people believe that having wealth and a prominent and respectable career is a surefire way to happiness and satisfaction. These types of people tend to adopt a HAVE-DO-BE attitude. The risk with this kind of thinking is that they rely on acquiring an external source or tangible material to attain satisfaction. They start by wanting to HAVE. What happens when the external source or material is gone? The the satisfaction is gone too.

The way to resolve this it to attain satisfaction that comes from within, which is demonstrated by the BE-DO-HAVE model. You must first BE who you really are, and then you DO the actions that are in line with your personality to HAVE satisfaction that emanates from the inside-out. The starting point here is to BE what you are, according to what you want and expect for yourself. That is why the first step to achieving true satisfaction and happiness in your job and career is for you to take a close look at your personality. From that point, you can determine the jobs and careers that are best suited to your personality, your strengths, talents and interests.

You need to look at each one of the eight spokes and how they are all graded/satisfied/taken care of at the present moment. I think you get the grasp of how the Wheel of Life exercise works. The more balanced the 8 spokes are,  the better prepared I am for the road ahead.

Lars: five years from now and the journey to get there is going to be a ride you don’t want to miss, so decide to follow me and my blog, pick up some key ideas for yourself along the way. And if you decide you need someone by your side who will focus entirely on you, and who will help and support you in getting what you really want, to define, set, and track your own goals – then I’ll be your Coach throughout your journey. Feel free to send me your comments (using the form below) but make sure you sign up and follow me over the next five years!! This is going to be one heck of a journey and you will have front row seats to my life-planning book that I write myself – Lars: five years from now. Actually, it’s so much more than planning. It’s about finding out more about me, self-discovery, getting to know and trust the only person who is responsible for my own happiness. And you will all have front row seats to My Journey! I’m hoping to inspire you to set sail on your own journey and if so, I’ll be there to help, support and track your progress.

Curious?  Get in touch with me for your own, no-cost, initial consultation. I promise you it will take no more than 15 minutes of your time and you will leave with a better understanding of what is important to you, what you value and what the key checkpoints on your journey will be! 🙂

10 steps for Creating a Smart End-of-Life Plan…. now is the time to get the 3 last steps in place!! Check out the first 7 in my previous blog postings! Don’t wait until the end of your life to do so!!

If the worst were to happen, you wouldn’t want your family to be burdened with financial , legal and logistical problems. These 10 steps will help you get your affairs in order and provide you with the peace of mind of knowing that your wishes are clear and that your loved ones will be taken care of.

Follow my blog for a new step every week!

8. Specify your final arrangements, such as burial or cremation, where you want to be buried, whether you want to be an organ donor, etc.

 

If you need one, contact me for a referral to a highly qualified financial adviser.

Make that master list today and get ready for step 9 next week!

🙂

“Take the first step in Faith. You don’t have to see the whole staircase, just take the first step.”

– Martin Luther King

10 steps for Creating a Smart End-of-Life Plan…. now is the time to get the 4 last steps in place!! Check out the first 6 in my previous blog postings! Don’t wait until the end of your life to do so!!

If the worst were to happen, you wouldn’t want your family to be burdened with financial , legal and logistical problems. These 10 steps will help you get your affairs in order and provide you with the peace of mind of knowing that your wishes are clear and that your loved ones will be taken care of.

Follow my blog for a new step every week!

7. Specify where important non-financial information and valuables are located, such as marriage certificates, birth certificates, titles/deeds for the house/cars, passports, jewelry, safe deposit box key, items in storage facilities, etc.

If you need one, contact me for a referral to a highly qualified financial adviser.

Make that master list today and get ready for step 8 next week!

🙂

My goal for my Routine spoke. In my last posting I announced the goal for my Professional spoke – one of three spokes I found I had to try and balance with my other 7 spokes (Routine, Love, Family, Personal, Self-Development, Wellness and Social). Today’s blog deals with my Routine spoke – which concerns time management, money, necessary documents, home management, housework, shopping, cleaning, laundry etc.  When setting goals for yourself it’s important to align them with your interests, attitudes and values – your true purpose and priorities – and to bring you – on the road map of life – closer to your final destination. In my coaching practice I offer my assessment Managing for Success – Personal Interests, Attitudes and Values – an assessment I obviously took myself 🙂

When setting goals for the three spokes I’m working on and to  get them more in line (balanced) with the other 5 spokes of the Wheel of Life, I rely on my Personal Interests, Attitudes and Values assessment result to find goals that are in line with who I am and what makes me “take action”.

So for example in my Professional  life (or “spoke”) my ideal environment, based on my personal strengths and preferences, is one where I get assignments with a high degree of people contacts, with a minimum of conflict between people but in a stable and somewhat predictable environment in which I may deal with people on a personal, intimate basis, with a democratic supervisor with whom I can associate and where I may thrive with freedom from control and detail.

When taking a thorough look at how to balance my Routine spoke I looked back at my SWOT (Strengths, Weaknesses, Opportunities and Threats) analysis and found that my strength is that I’m stable and persistent, but with a potential weakness of being relaxed and content with things the way they are. I’m good at analyzing situations that can be felt, touched, seen, heard, personally observed or experienced. My motto is “facts are facts”. I often think over major decisions before acting. I am sensitive to the feelings of others and able to display real empathy for those who are experiencing difficulties. I prefer to plan my work and work my plan.

Furthermore I found that I sometimes want to avoid problems, rather than face them and solve them. I’m also sometime too quick to offer my friendship and help to others who needs me and my time…So the first thing I needed to do to better balance my Routine spoke was to make sure I stopped avoiding problems and started to face them, plan and solve them as part of my new routine making sure they were not put on a back burner but rather addressed as part of my routine. my time management. I also needed to start saying no…and stop being distracted by, or making an excuse for not getting things done in a timely manner, because I helped others who needed me and my time…

My Routine will now be more in line with who I am; better managing my money, personal and professional time, by being aware of the distractions “luring” me away from my goal to get things done – in other words to better balancing my Routine.

 

Stay tuned for more information and for my Self-Development  goal to better balance my eight Wheel of Life “spokes” going into 2014 and beyond. 🙂

Life doesn’t have to be something that just “happens” to you. You have more of a say in your future than you might imagine. Of the ones I’ve coached, many, who feel they didn’t  wind up “where they wanted to be” had only the vaguest idea of where that place was. They were somehow without direction but admitted to have no focus to begin with. In other words, they were lost from the very beginning, because they didn’t have the life road map – never drew one, never took the time to write down the short-and long-term goals, their direction.

Lars: five years from now and the journey to get there starts now and it starts with me finding out a) what’s important to me about success [The Values Staircase™, a ThinkLars tool] and b) how “balanced” my wheel of life is [The Wheel of Life, a Meyer Resource Inc. trademark]. It’s about my values – the guidelines I’ll bring with me on my journey and the fuel I need to succeed. What is it I need to accomplish, to satisfy, and how do I find the most rewarding road on the road map of life? The more balanced my “wheels” are the smoother the ride, the faster I can travel (if I so choose to), or the more I’ll enjoy the ride! There are eight spokes on the wheel that, together, and if balanced, will make the wheel roll with fewer bumps and lessen the risk of “deflation”.

The eight spokes; 1. Professional, 2. Routine, 3. Love, 4. Family, 5. Personal, 6. Self-Development, 7.Wellness and 8. Social

Many people believe that having wealth and a prominent and respectable career is a surefire way to happiness and satisfaction. These types of people tend to adopt a HAVE-DO-BE attitude. The risk with this kind of thinking is that they rely on acquiring an external source or tangible material to attain satisfaction. They start by wanting to HAVE. What happens when the external source or material is gone? The the satisfaction is gone too.

The way to resolve this it to attain satisfaction that comes from within, which is demonstrated by the BE-DO-HAVE model. You must first BE who you really are, and then you DO the actions that are in line with your personality to HAVE satisfaction that emanates from the inside-out. The starting point here is to BE what you are, according to what you want and expect for yourself. That is why the first step to achieving true satisfaction and happiness in your job and career is for you to take a close look at your personality. From that point, you can determine the jobs and careers that are best suited to your personality, your strengths, talents and interests.

You need to look at each one of the eight spokes and how they are all graded/satisfied/taken care of at the present moment. I think you get the grasp of how the Wheel of Life exercise works. The more balanced the 8 spokes are,  the better prepared I am for the road ahead.

Lars: five years from now and the journey to get there is going to be a ride you don’t want to miss, so decide to follow me and my blog, pick up some key ideas for yourself along the way. And if you decide you need someone by your side who will focus entirely on you, and who will help and support you in getting what you really want, to define, set, and track your own goals – then I’ll be your Coach throughout your journey. Feel free to send me your comments (using the form below) but make sure you sign up and follow me over the next five years!! This is going to be one heck of a journey and you will have front row seats to my life-planning book that I write myself – Lars: five years from now. Actually, it’s so much more than planning. It’s about finding out more about me, self-discovery, getting to know and trust the only person who is responsible for my own happiness. And you will all have front row seats to My Journey! I’m hoping to inspire you to set sail on your own journey and if so, I’ll be there to help, support and track your progress.

Curious?  Get in touch with me for your own, no-cost, initial consultation. I promise you it will take no more than 15 minutes of your time and you will leave with a better understanding of what is important to you, what you value and what the key checkpoints on your journey will be! 🙂

10 steps for Creating a Smart End-of-Life Plan…. now is the time to get the 5 last steps in place!! Check out the first 5 in my previous blog postings! Don’t wait until the end of your life to do so!!

If the worst were to happen, you wouldn’t want your family to be burdened with financial , legal and logistical problems. These 10 steps will help you get your affairs in order and provide you with the peace of mind of knowing that your wishes are clear and that your loved ones will be taken care of.

Follow my blog for a new step every week!

6. Specify where important financial account information is located.  It may sound like an obvious thing to do, but few people keep a list of where important records pertaining to their savings, retirement plans, college-funding plans, mortgage, and insurance reside. Fewer still could name them all quickly in an impromptu quiz. Keep a master list and review it annually.

If you need help finding one, contact me for a referral to a highly qualified financial adviser.

Make that master list today and get ready for step 7 next week!

🙂

My three goals for three of my eight spokes. In my previous postings I told you about the importance of the eight spokes and how balanced (or not) they are. The three I’m personally going to work on are Professional, Routine and Self-Development. When setting goals for yourself it’s important to align them with your interests, attitudes and values – your true purpose and priorities – and to bring you – on the road map of life – closer to your final destination. In my coaching practice I offer my assessment Managing for Success – Personal Interests, Attitudes and Values – an assessment I obviously took myself 🙂 So, when setting my goals I go back to what’s important to me, and what makes me “take action”. Because we humans only do things (at least with enthusiasm…) when we think it’s important…and in line with our beliefs and understanding of the things we are asked to do…Based on my assessment, for example, my personal strengths are i) building  good relationships, ii) be service-oriented, iii) to creatively solve problems, iv) being people-oriented, v) having an optimistic and enthusiastic view on life, vi) being a dependable team player and vii) being both patient and empathetic.

Sounds like the perfect storm!? 🙂

Well, I found the description very accurate and useful when setting my goals for the three spokes I’m working on getting more in line (balanced) with the other 5 spokes of the Wheel of Life.

So for example in my Professional  life (or “spoke”) my ideal environment, based on my personal strengths and preferences, is one where I get assignments with a high degree of people contacts, with a minimum of conflict between people but in a stable and somewhat predictable environment in which I may deal with people on a personal, intimate basis, with a democratic supervisor with whom I can associate and where I may thrive with freedom from control and detail.

Hmm, sounds like an environment in where I, as an entrepreneur but within a framework (franchise?) may sell services/products to people who actually are looking for advice, help and the service/product I promote…Well, my Life/Performance Coaching I do seems to fit that description fairly well but another business that may fit the glove, is Real Estate, on the buyers side, helping and assisting prospective buyers of a home to find the right place for them at the right price…Again, realizing that with a Real Estate Sales Agent license already in place I could certainly pursue that avenue as well, without compromising my passion and interest for Life/Performance Coaching.

So, one of my goals going forward in 2014 is to “activate” my Real Estate Sales Person license and to become a Buyers Agent, helping people to find their first home, second, retirement or the house of their dreams, providing them with the best possible alternatives and advice based on their preferences, budget and timing. 🙂

Stay tuned for more information and for my Routine and Self-Development  goals to better balance my eight Wheel of Life “spokes” going into 2014 and beyond. 🙂

Life doesn’t have to be something that just “happens” to you. You have more of a say in your future than you might imagine. Of the ones I’ve coached, many, who feel they didn’t  wind up “where they wanted to be” had only the vaguest idea of where that place was. They were somehow without direction but admitted to have no focus to begin with. In other words, they were lost from the very beginning, because they didn’t have the life road map – never drew one, never took the time to write down the short-and long-term goals, their direction.

Lars: five years from now and the journey to get there starts now and it starts with me finding out a) what’s important to me about success [The Values Staircase, a ThinkLars trademark] and b) how “balanced” my wheel of life is [The Wheel of Life, a Meyer Resource Inc. trademark]. It’s about my values – the guidelines I’ll bring with me on my journey and the fuel I need to succeed. What is it I need to accomplish, to satisfy, and how do I find the most rewarding road on the road map of life? The more balanced my “wheels” are the smoother the ride, the faster I can travel (if I so choose to), or the more I’ll enjoy the ride! There are eight spokes on the wheel that, together, and if balanced, will make the wheel roll with fewer bumps and lessen the risk of “deflation”.

The eight spokes; 1. Professional, 2. Routine, 3. Love, 4. Family, 5. Personal, 6. Self-Development, 7.Wellness and 8. Social

My eight spokes are fairly balanced according to the Wheel of Life “rating” of my current life situation. The result says that I’m very satisfied with my life as it is. I recognize that there can be some things that can be improved, but I do not let those interfere with my perspective. The ones that can be improved in order to Balance my Life are the Professional, Routine, and Self-Development spokes.

1. Professional – Many people believe that having wealth and a prominent and respectable career is a surefire way to happiness and satisfaction. These types of people tend to adopt a HAVE-DO-BE attitude. The risk with this kind of thinking is that they rely on acquiring an external source or tangible material to attain satisfaction. They start by wanting to HAVE. What happens when the external source or material is gone? The the satisfaction is gone too.

The way to resolve this it to attain satisfaction that comes from within, which is demonstrated by the BE-DO-HAVE model. You must first BE who you really are, and then you DO the actions that are in line with your personality to HAVE satisfaction that emanates from the inside-out. The starting point here is to BE what you are, according to what you want and expect for yourself. That is why the first step to achieving true satisfaction and happiness in your job and career is for you to take a close look at your personality. From that point, you can determine the jobs and careers that are best suited to your personality, your strengths, talents and interests.

You need to look at each one of the eight spokes and how they are all graded/satisfied/taken care of at the present moment. I think you get the grasp of how the Wheel of Life exercise works. The more balanced the 8 spokes are,  the better prepared I am for the road ahead.

Lars: five years from now and the journey to get there is going to be a ride you don’t want to miss, so decide to follow me and my blog, pick up some key ideas for yourself along the way. And if you decide you need someone by your side who will focus entirely on you, and who will help and support you in getting what you really want, to define, set, and track your own goals – then I’ll be your Coach throughout your journey. Feel free to send me your comments (using the form below) but make sure you sign up and follow me over the next five years!! This is going to be one heck of a journey and you will have front row seats to my life-planning book that I write myself – Lars: five years from now. Actually, it’s so much more than planning. It’s about finding out more about me, self-discovery, getting to know and trust the only person who is responsible for my own happiness. And you will all have front row seats to My Journey! I’m hoping to inspire you to set sail on your own journey and if so, I’ll be there to help, support and track your progress.

Curious?  Get in touch with me for your own, no-cost, initial consultation. I promise you it will take no more than 15 minutes of your time and you will leave with a better understanding of what is important to you, what you value and what the key checkpoints on your journey will be! 🙂

10 steps for Creating a Smart End-of-Life Plan…. but don’t wait until the end of your life to do so!!

If the worst were to happen, you wouldn’t want your family to be burdened with financial , legal and logistical problems. These 10 steps will help you get your affairs in order and provide you with the peace of mind of knowing that your wishes are clear and that your loved ones will be taken care of.

Follow my blog over the next 10 weeks for a new step every week!

5. Review beneficiary designations for your various financial accounts, including group and individual benefits like life insurance and 401(k)s. Check annually to ensure those named in your insurance policies and retirement plans are still relevant to your needs and wishes. Many people are under the misconception that if they have a will, they are covered. However, beneficiaries designated in documents generally fall outside the scope of a will, so it is critical that you keep your records updated.

If you need help finding one, contact me for a referral to a highly qualified financial adviser.

Review your documents and beneficiary designations today and get ready for step 6 next week!

🙂

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Team-Building/Cross-Cultural Trainer

Team-Building/Cross-Cultural Trainer

Lars Bolin, Team-Building/Cross-Cultural Trainer & Project Management Lite Consultant

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