Do you Need Money
to Be Happy?
How and Where are
our Financial
Values and Habits
formed and
developed?
Financial Knowledge
How do values
impact career
choices?
How do values
impact financial
choices?
“What” do you
REALLY want
money to buy?
What are your Wellbeing
goals:
Career
Social
Financial
Physical
Community
“Money itself is not the goal. Our worth
is not measured by the weight of our
bank accounts but, rather, but the
weight of our souls. The path to
money, the places money can take us,
the time and freedom and opportunity
money can bring – these are what we
are REALLY after.”
Tony Robbins
The Examination
What is Financial Wellbeing and
How does it relate to Happiness?
Choosing a Career Based on
What Pays Well
PROS
CONS
A Career Path You Love –
regardless of the Pay
PROS
CONS
The Importance of Overall
Wellbeing
 Love for what we do each day
 The Quality of our relationships
 Economic Security
 Physical Health
 How we contribute to the Community
Career Wellbeing is TWICE as likely to thrive overall in
wellbeing
IF WE CONTINUE TO EXAMINE OURSELVES and have
balance in all areas;
Measure what you have determined is important!!
Career, Paycheck, and Happiness
My story
Multiple Careers
My Career Path/Life Journey
Flourishing
ADD CHART TEMPLATE
Struggling
Career
Financial
Social
Physical
Community
Family of Origin
 ADD Wellbeing Chart
?
Career
Financial
Social
Physical
Community
Family of Origin – a few!
College Years
 ADD WELLBEING CHART
?
Career
Financial
Social
Physical
Community
Post College (21-24)
Career
Financial
Social
Physical
Community
Marriage & Family; Graduate Degree
(Age 25-35)
 ADD WELLBEING CHART
Career
Financial
Social
Physical
Community
Career & Family Transitions (35-43)
 ADD WELLBEING CHART
Career
Financial
Social
Physical
Community
Growing Family
BIG CAREER MOVE (AGE 44)
 ADD WELLBEING CHART
Career
Financial
Social
Physical
Community
First Big Career Change
Ten Years of Financial Wealth
(Age 45-55)
 ADD WELLBEING CHART
Career
Financial
Social
Physical
Community
Where I am Today
 ADD WELLBEING CHART
Career
Financial
Social
Physical
Community
My Life is Worthwhile AND I Do this
for The Money
“Our
lives are the composite of much
more than our economic output. To
create a life that is worthwhile, not
just for ourselves but for those around
us, we need to find something we love
to do that not only benefits US, but
that benefits society.” Bobby Kennedy, 1968
My Worthwhile Life
Find something you LOVE to
do that also benefits society
Invest time in strengthening
our relationships with those
we love
Have a plan to provide
financial security for our
families’ needs
My Worthwhile Life
Adopt lifestyles that give us
the health and energy to
keep moving each day
Make better choices in the
moment
Use your strengths at your
job everyday
My Worthwhile Life
Choose to spend more time
with people you enjoy
Engage your strengths as
much as possible
Structure your finances to
minimize stress and worry
caused by debt
Measure your success!
The World We Make For
Ourselves
 Do not let life happen TO you - Take on the
Responsibility to GROW and BE what you make for
yourself
http://www.ted.com/talks/shawn_achor_the_happy_secret
_to_beter_work?language=en
I Want to Learn More About
“What Makes Us Happy At Work”
http://www.kent.ac.uk/careers/Choosing/careersatisfaction.htm
https://www.youtube.com/watch?v=e0LbwEVnfJA
RESOURCES
John Maxwell – Leadership and Personal Development
http://www.johnmaxwell.com/about/overview/
Donald Clifton – Strengths-Finder – Personal Development
http://www.strengthsfinder.com/home.aspx
Daniel Goldman – Emotional Intelligence
http://www.danielgoleman.info/topics/emotionalintelligence/
Denise Martinez
Financial Information &
Service Center (FISC)
Program Operations Leader
Goodwill Industries of North
Central WI, INC.
1800 Appleton Road
Menasha, WI 54952
(920) 968-6374
[email protected]