MoneyGoalz is a solopreneur venture, and a Mission to change Money Mindsets.
A professional banker (me – Reena Saxena) who managed relationships with retail clients, HNIs, NRIs and institutions knew that money gives leverage and bargaining power. The people behind bank statements are more important.
There is a story behind each page we read in financial statements, that speaks volumes about
- values
- goals
- priorities
- commitment
Undergoing coach training and NLP Master Practitioner Certification gave me a perspective – frameworks that I could put on experience to understand why things are the way they are. Why do certain people reach a goalpost and beat records, and why are there many others who don’t? What are the blocks and methodologies to overcome those blocks?
I trained young bankers, international students, change-makers running NGOs, mid-career professionals in different phases of transition, and zeroed down on a few elements that lie at the core of Money Management.
Managing ourself
Overcoming fear
No to comparison
Ends always matter
Young starter benefits
Goal-setting
Outsourcing what you can’t do
Awareness
Learning
Strategy
The final outcome of my quest for a purpose is MoneyGoalz. I like to see it as part of a journey, not a final destination. There should always be space to grow, to evolve and keep adding companions.
MoneyGoalz will focus on both
hardware (how the system operates)
and
software (how the mind operates in money matters)
Welcome to the journey!
ABOUT ME
I am a MMS (Finance) from Symbiosis Institute of Business Management, Pune and a former banker with 25 years experience. A journey that started with Central Bank of India as a Probationary Officer ended with IndusInd Bank, as Product & Strategy Head of the Government Business Group.
I am a financial coach, banking trainer and entrepreneur in Version 2.0.
