Introduction xiii
It's Not About the Money xv
Financial Planner by Day, Yogi by Dawn xvi
Why This Book? xviii
Financial Freedom for Your Soul xx
Part 1: The Nature of Mind
You Will Never Have Enough
3(20)
The Wanting Mind
4(2)
Wired to Want
6(1)
If Only
7(2)
In the Flow
9(1)
But It Feels Good!
10(1)
The Financial Toll of Wanting
11(1)
Diminishing Returns
12(1)
The More We Want, the More We Want
12(1)
Financial Planning and Great Investment Advice Won't Get You ``There''
13(3)
Wanting Better Investment Returns
16(1)
At War with Yourself
17(3)
Not Wanting
20(3)
The Unconscious Wins Every Time
23(22)
We Get What We Think We Deserve
24(1)
Your Core Story
25(1)
The Script Is Written
26(4)
The Seeds of the Core Story
30(1)
Understand Your Story
31(2)
To the Very Core
33(2)
No Quick Fix
35(4)
Part 2: The Eight Financial Archetypes
Introducing the Archetypes
39(3)
Our Stories Change
42(3)
The Guardian
45(16)
The Guardian's Core Story
49(2)
What the Guardian Feels
51(1)
Seeds of the Guardian: Survival Mode
51(4)
What the Guardian Thinks
55(1)
The Payoff
55(2)
Breaking the Guardian's Death Grip
57(4)
The Pleasure Seeker
61(16)
The Pleasure Seeker's Core Story
62(2)
Seeds of the Pleasure Seeker---``Why Suffer?''
64(1)
The Payoff: Death-Defying Buying
65(1)
What the Pleasure Seeker Fears
66(2)
The Dark Side of Pleasure-Seeking: Buy Now, Pay (Big) Later
68(3)
A Different Kind of Pleasure
71(3)
My Hands Are Empty
74(3)
The Idealist
77(12)
The Idealist's Core Story
78(2)
Seeds of the Idealist---``The Eye of a Needle''
80(1)
``Money Just Sucks''
81(1)
Heads in the Sand
82(2)
Hippies with Money
84(1)
The Payoff
85(1)
Breaking Free
86(3)
The Saver
89(10)
The Saver's Core Story
90(3)
The Dark Side of Saving
93(2)
The Payoff
95(1)
Breaking the Saver's Death Grip
95(4)
The Star
99(10)
The Star's Core Story
100(1)
Seeds of the Star---Bring on the Bling
101(2)
The Payoff
103(1)
A Painful Chasm
104(1)
Freeing the Star
105(4)
The Innocent
109(10)
The Innocent's Core Story
110(1)
What the Innocent Believes
111(2)
Seeds of the Innocent
113(1)
The Payoff
114(1)
Get Comfortable with Money
115(4)
The Caretaker
119(16)
The Caretaker's Core Story
120(1)
What the Caretaker Believes
121(1)
Seeds of the Caretaker: ``He's Not Heavy...''
122(1)
The Payoff
123(2)
The Dark Side of Caretaking
125(3)
A Different Kind of Caretaking
128(7)
The Empire Builder
135(16)
What the Empire Builder Believes
137(1)
The Wanting Mind and the Empire Builder
138(1)
The Payoff
139(1)
Treat Yourself Like You Treat Your Business
140(1)
Removing the Blinders
141(10)
Part 3: In the World and of It
The Middle Way with Money
151(30)
Think More
154(2)
A Four-Year-Old Runs Your Financial Life
156(3)
Your Money Mask
159(2)
Your Innate Financial Wisdom
161(2)
Hold Both
163(2)
This Is Depressing!
165(1)
The Middle Way for Each Archetype
165(10)
Heart Racing?
175(1)
Opposites Attract
175(2)
Go Slowly
177(1)
Play!
178(1)
Your Divine Nature and Your Human Nature
178(3)
The Conscious Investor
181(30)
Holy Investing!
183(1)
What Investing Is
183(1)
Interconnected Versus Isolated Wealth
184(3)
Investing as Though We're All One
187(1)
Does It Really Work?
188(1)
When the Past Does Not Equal the Future
189(1)
Doing Good and Doing Well
190(1)
The Middle Way for Investors
191(2)
True Diversity
193(3)
So How Does a Diversified Portfolio Perform?
196(2)
Unearthing the Hidden Fees and Costs of Investing
198(4)
Time is on Your Side
202(3)
Prepare Yourself
205(6)
The Yoga of Money
211(26)
Self-Centeredness
213(3)
It's Not Just for Saints
216(3)
Right Motivation
219(1)
If Not Now, When?
220(1)
How Much Should You Give?
221(3)
Three Buckets
224(2)
What Can You Give?
226(3)
What's Your Cause?
229(2)
Teach a Man to Fish
231(1)
So You Want to Leave a Legacy
232(1)
Don't Wait until You're Dead and Gone
233(4)
You Have Arrived
237(8)
Don't Do, Be
239(2)
As Good as It Gets
241(4)
Appendix: The Nuts and Bolts
245(38)
Ready-to-Go Investment Strategies
246(3)
Cash Flow
249(1)
Debt and Mortgage Management
250(3)
Retirement Planning
253(1)
Taxes
254(1)
Annuities
255(1)
Insurance
256(4)
Estate Planning
260(3)
Financial Planners
263(1)
Socially Responsible Investing (SRI)
263(1)
Smart Philanthropy
263(1)
Debt Reduction Services
264(1)
Donor-Advised Funds
264(1)
Characteristics of and Practical Recommendations for Each Archetype
264(19)
The Guardian
264(3)
The Pleasure Seeker
267(2)
The Idealist
269(2)
The Saver
271(2)
The Star
273(2)
The Innocent
275(2)
The Caretaker
277(2)
The Empire Builder
279(4)
Resources 283(6)
Acknowledgments 289(4)
Index 293