This workshop will help people begin to think about how their Enneagram type and instinctual stack come together to impact their relationship to money, their financial attitudes, decisions, and behaviors. Specifically, we will explore how type and instinct come together to affect one’s sense of abundance vs. scarcity, money values, attention to money, planning, goal setting, spending, and saving propensities. We will also discuss what blocks individuals from a greater sense of financial wellbeing and abundance. Rather than broadly understanding how your history with money impacts your money patterns, we will discuss a more effective way of approaching and improving one’s relationship to money.

Dr. Margaret H. Smith is President of Smith Financial Place, where she helps clients with financial, life and retirement planning. She is able to provide holistic, comprehensive, unbiased financial guidance for her clients because she does not sell products or manage assets, and because she has a unique combination of training as a Certified Financial Planner and Certified Integral Coach. She is one of the first to apply the Enneagram system to financial planning and coaching. She received her Ph.D. in Business Economics from Harvard University, received a simultaneous BA/MA in Economics from Yale, summa cum laude, and has published various articles on economics and finance.

She is co-author, with Dr. Gary Smith, of Houseonomics, a book about housing as an engine to financial prosperity and she is co-authoring, with Gayle Scott, Your Abundance Map, a book about working with Enneagram type and Instinctual Variants to achieve greater financial and overall wellbeing. She is on track to complete the Riso-Hudson Enneagram Teacher Certification program in 2008.

Margaret Smith


2008 IEA Global Conference

Atlanta, Georgia, USA