Dur­ing my career, I have been blessed to serve my pro­fes­sion in many capac­i­ties, local com­mit­tee chair, nation­al finan­cial lit­er­a­cy board mem­ber, pub­lic rela­tions spoke per­son and active mem­ber. A few months ago, I was asked to serve in a new way. To devel­op a series of pod­casts that revealed how our sis­ter com­pa­ny, The Pros­per­i­ty Peo­ple, con­ducts its’ finan­cial and life plan­ning process. To dis­sect it into man­age­able learn­ing chunks so oth­ers could learn, and use.

I was flat­tered to be asked. But did I want to share our method? Our process, Pros­per for Indi­vid­u­als and Cou­ple™, took me years to cre­ate. Years of study. Sem­i­nars, work­shops, com­bin­ing things I learned in my ennea­gram train­ing, lis­ten­ing train­ing, at New Thought Uni­ty Cen­ter, and in my years of study as a CPA, PFS and RIA.

Years of test­ing. Years of sit­ting one on one with clients. Wit­ness­ing their inner most obsta­cles, deeply lis­ten­ing to their wor­ries and fears. Try­ing one ele­ment, then anoth­er. Until it clicked. Then clicked again. Then slow­ly it became a real process. A repeat­able process. One that sup­ports clients in exer­cis­ing their most pow­er­ful tool, choice, to cre­ate their most pros­per­ous lives.

Tra­di­tion­al thought is you nev­er share your busi­ness meth­ods. It’s pro­pri­etary. It is what makes The Pros­per­i­ty Peo­ple unique and dif­fer­ent. If you did share, you’d nev­er give it away.

But I am not a tra­di­tion­al thinker. If I were, Pros­per would have nev­er been cre­at­ed in the first place. Per­haps this oppor­tu­ni­ty is to test of one of my most fun­da­men­tal beliefs, that the uni­verse is a place of abun­dance. Not just for some, but for all. For in abun­dance, there is no fear in giving.

The tip­ping point came for me when I reflect­ed on my inten­tion. Why had I worked so hard on this process in the first place? My inten­tion is to trans­form an individual’s rela­tion­ship with mon­ey from fear to joy.

More than I am com­mit­ted to max­i­miz­ing prof­it, own­ing a mar­ket­place, or being an exclu­sive this or that, I am com­mit­ted to help­ing peo­ple. My dri­ve, my pas­sion has always been to see the look on a clients’ face when the angst of a finan­cial deci­sion or a finan­cial con­flict is replaced with peace of mind. It is at that moment that I know my work matters.

The world isn’t an abun­dant place for every­one, not yet. Fear is ram­pant, for those who have mon­ey and for those who strug­gle to hold onto it. So of course, I will share.

Click here for the link to episode one. Please lis­ten and pro­vide your feed­back, via the feed­back link on the pod­cast or to me at Mackey@MackeyAdvisors.com. And please share with those in your com­mu­ni­ty that might find this record­ing of value.


P.S. I will share the links to the remain­ing 5 episodes as they are posted.