The First Meeting
Check out Jean's suggestions on how to structure your Money Group meeting and get the most out of it!

The Welcome
As you get to know the members of your Money Group, you may decide that you want to incorporate your own welcome, your own oath. But for now, I encourage all of you to use mine:

I am here because I choose to be here. I know that by spending a little time every week/month focused on my finances, I will feel safer, more secure, more independent, more useful, more confident and yes, more wealthy. I do this not only to only gain more control over my money, but more control over my life. Because that will free me to focus on the other, important things in my life. And that will make me rich in an entirely different, but completely significant and earth-shattering way.

The Warm-Up
Each meeting of the Money Group will start with a four-part warm-up.
  • First, a mood assessment. Go around the room and share: How are you feeling in general this week/month? How are you feeling about your finances?
  • Second, a goals assessment. Go around the circle and share: What goals did you set at the last meeting? Where did you struggle? Where did you have victories?
  • Third, a spending/saving/debt/salary assessment. Since the last meeting, how much have you spent (did you have any noticeable lapses that you'd like the group to weigh in on), how much debt have you repaid, how much have you added to your savings and have you added to your earnings in any way? How did it feel to make this progress or fall backward?
  • Fourth, a secret swap. Does anyone have great resources/sales/doctors/plumbers/etc. to bring to the group's attention?

The Curriculum
Each curriculum will follow the following format:

  1. Lesson Outline: What we'll be learning this month
  2. Discussion Questions: Get new questions and always remember to ask yourself the following:
    • What will achieving it help you accomplish in life?
    • How do you feel about how you're handling this aspect of your finances today?
    • Where do you think you'll have trouble?
    • Who do you think might be able to help you rally through the rough spots?
  3. Task List: What you can accomplish this month
  4. Resources to help you achieve your goals
  5. Tools to help you achieve your goals
  6. Quiz: How well have you learned the materials?

At the next meeting, share with the group what you've accomplished and learned. What things have presented a challenge for you? Then go on to the next topic!

The Cool-Down
Set measurable goals. Before the meeting ends, go around the circle one last time. Everyone needs to state a goal—out loud—to be recorded by themselves and the group leader. If you're not sure how to get there, now is the time to ask for help from the group. At the next meeting, your groupies will hold you accountable!
Please note: This is general information and is not intended to be legal advice. You should consult with your own financial advisor before making any major financial decisions, including investments or changes to your portfolio, and a qualified legal professional before executing any legal documents or taking any legal action. Harpo Productions, Inc., OWN: Oprah Winfrey Network, Discovery Communications LLC and their affiliated companies and entities are not responsible for any losses, damages or claims that may result from your financial or legal decisions.


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