ROUNDTABLE NEW PROGRAM “FINANCIAL FREEDOM”

Presentation

We live in a time when financial issues are more than numbers—they are an opportunity to rediscover and live out fundamental human values.

What values are we talking about?

Values are time-tested ethical principles passed down from generation to generation to help us lead meaningful, balanced lives. These universal truths transcend race, culture, gender, age, and religion. They operate like natural laws—consistently and everywhere.

When we become aware of these values and learn how to align our lives with them, something shifts. We experience greater balance, clarity, and transformation.

The reality is, many of the struggles we face—especially financial ones—stem from misalignment in our choices and priorities. Often, it’s not that life is too difficult; it’s that we’ve drifted off course.

The Values Roundtable offers a way back. It introduces core financial values and a practical, transformative methodology for living with greater authenticity and freedom.

Six Foundational Values in Finance

In this cours, you’ll explore 6 of the 48 key values related to money and life:

• INVESTMENT – What are we truly investing in: our money, our time, our energy?

• SAVINGS – How can the seeds we plant today bring life tomorrow?

• GENEROSITY – What power is unlocked when we choose to share?

• DEBT – How can we transform burdens into opportunities for growth?

• RESPONSIBILITY – How does our budget reflect our inner compass?

• HOPE – How can hope replace fear and open the way to new possibilities?

This journey reveals a powerful truth:

When money stops being the goal and becomes a tool to build relationships, create solutions, and embrace life in all its fullness, it unleashes the true potential of humanity.

Methodology: A Journey of Small Steps, Big Change

What does the Values Roundtable look like in practice?

• A six-week cycle

• Six financial values

• A group of 5 to 10 participants

• A simple yet powerful structure

• Each session: 30 to 60 minutes

The 5-Step Method:

1. Retrospective – Reflect on your actions from the previous week
2. Immersion – Discover the new value and see life from a fresh angle
3. Impact – Explore the ripple effects in your personal and financial life
4. Evaluation – Where are you now, and where do you want to go?
5. Action – Define one small, measurable step toward alignment

   This is how transformation begins: small, consistent steps that lead to deep, lasting change.

“Everything rises and falls on leadership. And leadership rises and falls on character. And character is built on values.” — John Maxwell

Be the Change

The pioneers on this journey won’t just be transformed.
They will become agents of transformation in their families, communities, and beyond.

Join us.
Let’s write a new chapter—one where financial freedom becomes the foundation from which we pursue our boldest dreams.